Jobs and Careers
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Private Client Tax Manager
Kreston ReevesUnited Statesfull_timeVerifiedPosted 2 Jun 2025
About the role
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.
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