Private Client Tax Assistant Manager

Kreston Reeves

Private Client Tax Assistant Manager overseeing tax compliance for diverse clients. Leading project work and mentoring junior colleagues in a supportive and inclusive workplace.

Posted 7/21/2026full-timeChichester • 🇬🇧 United KingdomJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in private client tax compliance and advisory services, with a strong focus on client relationship management and effective team supervision. Maintains up-to-date knowledge of tax legislation and policies while ensuring compliance with internal standards.

Highest-signal resume keywords

Private Client Tax ComplianceAdvisory ExperienceCTA/ATT QualifiedClient Relationship ManagementTeam Supervision

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ComplianceAdvisory ServicesBudget ManagementWork-In-Progress MonitoringClient Billing Management

Soft Skills

Excellent CommunicationProactiveOrganisedDetail-OrientedCommercial Awareness

Certifications & Qualifications

CTAATT

Industry Keywords

Private ClientsAgricultural SectorHMRC PolicyInternal StandardsClient Meetings

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

CTA and/or ATT qualified, or qualified by experience.
Strong private client tax compliance knowledge with advisory experience.
Excellent communication skills and the ability to build strong client relationships.
Proactive, organised and detail-oriented, with good commercial awareness.
Experience reviewing work and supporting junior team members.
Experience in or an interest in the agricultural sector is desirable.

Benefits

Comp & perks

- 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