Kreston Reeves

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

Corporate Finance Associate Director

Administration

• Managing the day-to-day administration of a varied portfolio of trusts and estates
• Preparing trust tax returns, annual accounts, and supporting estate accounts and related tax compliance work
• Assisting with inheritance tax reporting and other key tax events
• Maintaining accurate trust records, including cashbooks and financial systems
• Monitoring trust and estate bank accounts, preparing cashflows, and ensuring timely payment of liabilities
• Acting as a key point of contact for trustees, beneficiaries, HMRC, solicitors, banks, and other advisers
• Supporting client onboarding, including account setup, closures, and ongoing record maintenance
• Drafting engagement letters and supporting client communications
• Assisting with billing processes, including fee raising, debtor management, and credit control support
• Monitor stockbrokers’ online accounts and prepare summaries as necessary
• Assist with deputyship administration and accounts
• Assist with maintaining key date registers (e.g., FATCA, CRS, IHT deadlines)
• Participating in debtor reviews and monthly credit control meetings **• Providing general administrative and project support to the wider team as required

Senior Financial Reporting Team

Corporate Finance Associate Director

Senior Trust Administrator