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Private Client Tax Advisory Assistant Manager

Kreston Reeves
KentHybrid1y ago
Employment
Permanent Full Time

About the role

About the role

  • Work alongside senior team members to provide tailored, high-quality tax advice to clients.
  • Build and maintain strong client relationships both internally and externally by understanding their individual needs and delivering effective solutions.
  • Participate in meetings with clients, helping to shape discussions and drive solutions.
  • Support the team with business development efforts, actively engaging in external networking and relationship-building opportunities.
  • Contribute to the growth and success of the team, with a focus on expanding our presence in Kent.

What we're looking for

  • CTA qualified or qualified by experience.
  • Strong experience in managing your own portfolio.
  • Excellent time management and organisational skills, with the ability to balance multiple tasks effectively.
  • Experience in managing teams is preferred, though this is not a People Manager role. The ability to collaborate effectively and provide support to colleagues is essential. 
  • Willingness to travel.
  • A proactive, client-oriented mindset with the ability to build lasting relationships.

What we can offer

  • 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.

Perks & benefits

  • Medical Insurance

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