Kreston Reeves

Client Partner

• 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.

Private Client Tax Assistant Manager

Financial Planning and Analysis

• Deliver a portfolio of Financial Reporting & Technical (FRT) accounts, ensuring high technical quality and efficient workflow
• Work closely with Audit, partners and other service lines to ensure smooth and timely delivery of FRT assignments
• Act as a key point of contact for nominated clients and audit teams on financial reporting matters
• Prepare, review or delegate FRT assignments in line with agreed budgets, internal standards and “The Life of an FRT Assignment”
• Work on larger and more complex FRT accounts, including consolidations, researching technical issues and escalating where required
• Supervise, support and review the work of semi‑seniors, assistants and offshore colleagues
• Monitor progress across multiple engagements, managing deadlines, expectations and communication with stakeholders
• Ensure files are complete, review‑ready and meet documentation, compliance and internal hygiene standards
• Clear review points raised by managers, directors, partners and audit teams
• Support the development of junior team members through clear task planning, feedback and on‑the‑job coaching
• Contribute to service line growth through collaboration, business development activity and cross‑service line working

Senior Financial Reporting Team

• - Supporting Corporate Finance assignments from start to completion
• - Reviewing datapacks, reports, Information Memorandums and marketing materials
• - Conducting research into potential buyers, funders and targets
• - Managing project workflows and monitoring assignment progress
• - Liaising with clients, internal teams and external stakeholders
• - Supporting Directors and Partners on a range of transaction activities
• - Attending business development and networking events

Private Client Tax Assistant Manager

Senior Financial Reporting Team

Corporate Finance Associate Director