Manage a portfolio of private clients, delivering personal tax compliance and advisory services while maintaining budgets, billing, technical knowledge, and client relationships. The role includes identifying further advisory opportunities, collaborating across service lines, attending client meetings, supervising junior staff, reviewing work, and supporting complex assignments. CTA or ATT qualification, strong private client tax expertise, communication skills, commercial awareness, and experience supporting junior colleagues are required.
We are looking for a Private Client Tax Assistant Manager to join our growing team in Chichester. This is an excellent opportunity for an experienced private client tax professional to take ownership of a diverse portfolio, delivering high-quality personal tax compliance alongside a range of advisory projects. You will play a key role in building trusted client relationships, identifying advisory opportunities, and collaborating with colleagues across the wider firm to deliver an exceptional client experience.
As an Assistant Manager, you will also provide technical guidance and day-to-day support to the team, helping to develop junior colleagues while contributing to larger and more complex advisory assignments. This role offers the opportunity to further develop your leadership skills and make a real impact within a supportive and collaborative environment.
As an Assistant Manager, you will also provide technical guidance and day-to-day support to the team, helping to develop junior colleagues while contributing to larger and more complex advisory assignments. This role offers the opportunity to further develop your leadership skills and make a real impact within a supportive and collaborative environment.
About the role
- Manage a varied portfolio of private clients, acting as their primary point of contact.
- Deliver personal tax compliance and contribute to advisory work
- Ensure all client work is completed in line with agreed budgets and internal standards such as The KR Way and Life of a Tax Return.
- Develop and maintain up-to-date technical knowledge through training, research, monitoring changes in legislation and HMRC policy.
- Liaise with internal teams on client matters and build your internal profile among partners and directors across service lines.
- Attend client meetings and play a key role in relationship and workflow management.
- Monitor work-in-progress (WIP) and manage client billing effectively.
- General advisory opportunities within your portfolio by building your relationships with clients. This may be in private client tax or more broadly across the firm’s service offering.
- Support one-off compliance and advisory assignments as needed.
- Supervise junior members of the team involved in the delivery of private client tax work.
What we're looking for
- CTA and/or ATT qualified, or qualified by experience.
- Strong private client tax compliance knowledge with advisory experience.
- Excellent communication skills and the ability to build strong client relationships.
- Proactive, organised and detail-oriented, with good commercial awareness.
- Experience reviewing work and supporting junior team members.
- Experience in or an interest in the agricultural sector is desirable.
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 [email protected]. 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.
About
Join us on our growth journeyBroader expertise, bigger opportunities, same people-first cultureKreston Reeves is proud to be part of the AAB group, a growing firm with offices across the UK and Ireland, backed by Goldman Sachs Alternatives. This marks an exciting new chapter, creating even more opportunities for our people.As part of a larger, ambitious group, you’ll benefit from wider career pathways, broader expertise and increased opportunities to collaborate with colleagues across the UK and Ireland.You’ll have access to new specialisms, enhanced learning and development and the chance to work alongside a wider network of peers – all while being part of the supportive, people-focused culture that defines both Kreston Reeves and AAB.If you’re looking for a role where you can develop, progress and be part of something bigger, we’d love to hear from you.
Kreston Reeves Chatham, England Office
Montague Place Quayside Chatham Maritime, Chatham, United Kingdom, ME4 4QU
Kreston Reeves London, England Office
Third Floor, 24 Chiswell Street, London, United Kingdom, EC1Y 4YX
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