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 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.

Responsibilities

• 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 – 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 – several 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 and opportunities to support charitable causes.
• Travel – optional benefits include: cycle to work scheme, interest-free season ticket loan (London only), interest-free car/motorbike loan.

Inclusive workplace notice: We are committed to creating an inclusive and accessible workplace. If you require any reasonable adjustments to participate in our recruitment process or thrive in your role, please email recruitment@krestonreeves.com. Your success is important to us, and we’re here to ensure a supportive and inclusive experience for all.

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, helping businesses, not-for-profit organisations, individuals and families with more than just accountancy, business and wealth advice. We’re proud to be B Corp certified and actively encourage colleagues to give back to their local communities when possible.