At a Glance
- Tasks: Manage complex tax returns and provide advisory services on Inheritance Tax.
- Company: Join Kreston Reeves, a leading firm committed to inclusivity and employee wellbeing.
- Benefits: Enjoy hybrid working, competitive salary, and perks like private medical insurance and mental health support.
- Why this job: Be part of a dynamic team, build client relationships, and contribute to meaningful business growth.
- Qualifications: Qualified CTA or equivalent with experience in private client tax issues required.
- Other info: Opportunities for continuous development and a supportive work environment await you.
The predicted salary is between 43200 - 72000 £ per year.
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 recruitment@krestonreeves.com. 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.
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Private Client Tax Manager employer: Kreston Reeves LLP
Contact Detail:
Kreston Reeves LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager
✨Tip Number 1
Network with professionals in the tax industry, especially those who specialise in private client tax. Attend relevant seminars or workshops to meet potential colleagues and clients, which can help you gain insights into the role and the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and changes in tax legislation, particularly around Inheritance Tax and global mobility. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Engage with the firm's online presence by following their social media accounts and participating in discussions. This shows your interest in the company and can provide valuable insights into their values and current projects.
✨Tip Number 4
Consider writing articles or blog posts on topics related to private client tax. Sharing your expertise can enhance your visibility in the industry and position you as a knowledgeable candidate for the Private Client Tax Manager role.
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Private Client Tax Manager position. Understand the key responsibilities and required qualifications, especially focusing on Inheritance Tax and client relationship management.
Tailor Your CV: Customise your CV to highlight relevant experience in managing complex tax returns and advisory services. Emphasise your qualifications, such as being a qualified CTA, and any specific experiences related to private client tax issues.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax advisory services and your proactive approach to business development. Mention how your skills align with the company's goals and your commitment to building strong client relationships.
Highlight Your Communication Skills: In both your CV and cover letter, emphasise your strong communication skills. Provide examples of how you've successfully developed relationships with clients and collaborated with teams, as these are crucial for the role.
How to prepare for a job interview at Kreston Reeves LLP
✨Know Your Tax Regulations
Make sure you brush up on the latest regulations regarding Inheritance Tax and other private client tax matters. Being able to discuss these confidently will show your expertise and readiness for the role.
✨Demonstrate Client Relationship Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. This is crucial for a Private Client Tax Manager, so showcasing your interpersonal skills will be key.
✨Showcase Your Business Development Experience
Be ready to discuss your proactive approach to business development. Highlight any networking events you've attended or marketing strategies you've implemented to generate new work.
✨Collaborative Mindset
Emphasise your ability to work within a team while also taking ownership of individual tasks. Prepare to share instances where collaboration led to successful outcomes for clients.