Private Client Tax Manager

KRESTON REEVES LLP; England; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading tax advisory firm in Kent is seeking a Private Client Tax Manager to join their team. The role involves managing a diverse client portfolio and providing top-tier advisory services, primarily focused on Inheritance Tax. Candidates should have a CTA qualification and experience with private client tax matters. The position offers competitive salary and hybrid work options.

Benefits

Competitive salary

Pension scheme

Health Cash Plan

Flexible working policies

Annual leave of 25.5 days plus bank holidays

Professional development opportunities

Qualifications

• Experience in managing a portfolio of complex clients with private client tax issues.
• Strong ability to develop relationships with clients and colleagues.
• Proactive approach to business development.

Responsibilities

• Manage a small portfolio of complex tax returns ensuring compliance.
• Provide advisory support on Inheritance Tax and related areas.
• Engage in business development activities including networking.

Skills

Communication skills

Business development

Tax compliance

Relationship management

Education

Qualified CTA or equivalent qualification

Job description

Private Client Tax Manager

Department: Tax

Employment Type: Permanent - Full Time

Location: Kent

Description We are excited to announce a fantastic opportunity to join our experienced Private Client Tax team, based in either Chatham or Canterbury in the South East of England. As a Private Client Tax Manager, you will work with a diverse client base, focusing primarily on delivering top-tier advisory services focused on Inheritance Tax and other private client tax matters. You’ll also manage a portfolio of complex tax returns, ensuring full compliance, while playing a key role in driving business development and building lasting client relationships.

About the role

• Manage a small portfolio of complex tax returns, ensuring compliance with all relevant regulations.
• Provide advisory support with a primary focus on Inheritance Tax, as well as other areas such as global mobility, share schemes, and EIS.
• Collaborate with the wider team, offering technical expertise and supporting advisory work for clients.
• Develop and maintain strong client relationships, delivering high-quality tax services.
• Engage in business development activities, including networking, generating work internally, and contributing to the firm’s marketing efforts.
• Support the firm’s growth by writing publications and assisting in building the firm’s online presence.
• Travel to other offices or client sites as required.

What we're looking for

• Qualified CTA or equivalent qualification is essential.
• Experience in managing a portfolio of complex clients, with an understanding of private client tax issues such as Inheritance Tax, global mobility, and share schemes.
• Strong communication skills with the ability to develop relationships with clients and colleagues.
• A proactive approach to business development and marketing.
• Ability to work collaboratively within a team while also taking ownership of individual client matters.
• A sector specialism would be advantageous but is not essential.

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 – we offer continuous support and development with clear mapped progression routes across the business, as well as access to internal and external training courses.
• Diversity, inclusion and belonging – we operate several family-friendly policies and take proactive steps to create an inclusive environment.
• ESG – give as you earn, 1 extra day off each year to take up volunteering opportunities. Opportunities to support our commitment to charitable causes.
• Travel – other optional benefits include cycle to work scheme, interest-free season ticket loan (London only), interest-free car/motorbike loan.

At Kreston Reeves, 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. Whether it's adapting work environments, providing assistive technologies, or modifying processes, we are dedicated to supporting our employees in realising their full potential. If you require any reasonable adjustments to participate in our recruitment process or thrive in your role, please don't hesitate to reach out by emailing [e-mail]. Please remember, you only need to share what you are comfortable to for us to support your request. Your success is important to us, and we're here to ensure a supportive and inclusive experience for all.