Private Client Tax Assistant Manager at Kreston Reeves
Kreston Reeves · Horsham, United Kingdom · Hybrid
- Professional
- Office in Horsham
We are looking to recruit two Personal Tax Portfolio Managers to join our Horsham office — one on a permanent basis and one on a 6-month fixed-term contract. These roles offer the opportunity to manage a diverse portfolio of clients while mentoring and developing junior team members both in Horsham and across the wider firm.
About the role
- Manage a varied personal tax portfolio including:
- Director/shareholders
- Sole traders and partnerships
- Individuals with share portfolios, including EIS and SEIS investments
- Provide direct client contact for your own portfolio and support others where needed
- Deliver advisory services across a broad range of personal tax matters
- Coach, train and mentor junior team members, fostering their growth and development
- Collaborate closely with colleagues across the firm to ensure high-quality service delivery
What we're looking for
- ATT/ CTA qualified or equivalent by experience
- Strong technical knowledge of personal tax
- Proven experience in client advisory work is preferred
- Excellent communication and interpersonal skills
- Ability to manage and prioritise a busy workload effectively
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.
