Private Client Tax Assistant Manager

Kreston Reeves LLP; Horsham; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading professional services firm located in Horsham seeks two Personal Tax Portfolio Managers. The roles involve managing diverse client portfolios and mentoring junior staff. Candidates should hold ATT/CTA qualifications with strong technical personal tax knowledge. Offering competitive salary, flexible working, and various benefits. Apply through the company's website.

Benefits

Competitive salary

Contributory pension scheme

Private Medical Insurance

Hybrid working model

Access to training courses

Qualifications

• Strong technical knowledge of personal tax is essential.
• Proven experience in client advisory work preferred.
• Excellent communication and interpersonal skills required.

Responsibilities

• Manage a varied personal tax portfolio including clients with share portfolios.
• Provide direct client contact and support to others as needed.
• Deliver advisory services across a range of personal tax matters.

Skills

Strong technical knowledge of personal tax

Proven experience in client advisory work

Excellent communication and interpersonal skills

Ability to manage and prioritise a busy workload

Education

ATT/CTA qualified or equivalent by experience

Job description

Overview

We are looking to recruit two Personal Tax Portfolio Managers to join our Horsham office — one on a permanent basis and one on a 6-month fixed-term contract. These roles offer the opportunity to manage a diverse portfolio of clients while mentoring and developing junior team members both in Horsham and across the wider firm.

Responsibilities

• Manage a varied personal tax portfolio including:
  • Director/shareholders
  • Sole traders and partnerships
  • Individuals with share portfolios, including EIS and SEIS investments
• Provide direct client contact for your own portfolio and support others where needed
• Deliver advisory services across a broad range of personal tax matters
• Coach, train and mentor junior team members, fostering their growth and development
• Collaborate closely with colleagues across the firm to ensure high-quality service delivery

What we’re looking for

• ATT/ CTA qualified or equivalent by experience
• Strong technical knowledge of personal tax
• Proven experience in client advisory work is preferred
• Excellent communication and interpersonal skills
• Ability to manage and prioritise a busy workload effectively

What we can offer

• Financial wellbeing – competitive salary, contributory pension scheme, Life Assurance, Health Cash Plan, Income Protection Scheme and Perks at Work discounts and rewards.
• Leave – 25.5 days plus bank holidays, holiday buying, mental wellbeing – hybrid working (3 days in the office/2 from home) and flexible working policies, Employee Assistance Programme and counselling
• Physical wellbeing – Private Medical Insurance, Critical Illness Insurance and an annual flu jab.
• Recognition – monthly nominations for financial awards based on culture and values
• Development – continuous support and development with clear mapped progression routes across the business, plus access to internal and external training courses
• Diversity, inclusion and belonging – family-friendly policies and proactive steps to create an inclusive environment
• ESG – give as you earn, 1 extra day off each year to take up volunteering opportunities, with opportunities to support our charitable causes
• Travel – optional benefits include cycle to work scheme, interest-free season ticket loan (London only), interest-free car/motorbike loan

About Kreston Reeves

With 200 years of history, we are an award-winning professional services firm with offices in London, Kent and Sussex. We provide a full range of accountancy, business advisory and wealth services, tailored to our clients’ needs.

We guide our clients, colleagues and communities to a brighter future. We help businesses, not-for-profit organisations, individuals and families with more than just accountancy, business and wealth advice.

Our dedication to providing a personal service is what sets us apart – we get to know you, understand your goals, support and advise you on your journey to help you realise your ambitions.

We’re proud to be B Corp certified, demonstrating our commitment to our environmental, social and governance programme which is central to our purpose and vision. We actively encourage all our colleagues to give back to their local communities whenever they can.

For further information, and to apply, please visit our website via the “Apply” button below.

We are committed to creating an inclusive and accessible workplace for all. We understand that everyone has unique needs, and we strive to accommodate them through reasonable adjustments. If you require any reasonable adjustments to participate in our recruitment process or thrive in your role, please email [e-mail]. Your success is important to us, and we’re here to ensure a supportive and inclusive experience for all.