Overview
Kreston Reeves is currently hiring several Private Client Tax Senior Manager to join our Canterbury office.
We are so much more than just accountants, business, and financial advisers… Our purpose is to guide our clients, colleagues, and communities to a brighter future.
Kreston Reeves LLP is an equal opportunities employer committed to fostering a diverse, fair and inclusive culture. We encourage all qualified applicants to apply for our roles and equal consideration will be given to every application. Our people are our core asset, so it’s important to us that we create an environment where they are recognised, included, and valued.
We’re committed to living by our purpose and values — Understand, Look ahead, Make it personal, Be crystal clear, and Be human — and have created a culture in which we strive for our clients, colleagues, and communities to thrive. We pride ourselves on being a socially responsible employer with an active Corporate Social Responsibility programme which aligns with four United Nations Sustainable Development Goals: Good health and wellbeing, Quality education, Reduced inequalities, and Climate action.
Role
Private Client Tax Senior Manager
Your role as Senior Manager is to ensure delivery of the private client tax function workflow and to directly manage a portfolio of private client tax relationships. To provide technical expertise to clients directly and to internal KR client colleagues. To provide a high quality client service experience for private client tax clients whilst ensuring adherence to individual job budgets and maximum fee recovery.
Responsibilities
* Scope/Reach & Key Relationships
Assist with SL functional responsibility; Technical input supporting internal and external needs; Ownership of own client portfolio/contacts for ongoing management and development; Partners and employees who are key stakeholders of compliance clients and job specific private client tax work; Formal people management responsibility for one or more direct reports; Developing and building own network of intermediaries and prospects and general new BD involvement; Government bodies and external organisations such as HMRC
* Job/Workflow & Technical Management
Oversee planning, prioritising, resourcing and allocation of relevant client corporate tax work (compliance & advisory) ensuring effective team workflow; Ensure all client private client tax work is managed within budget in line with The KR Way standards of performance; Provide technical input for clients and internal KR team members as appropriate; Manage annual tax return cycle for own client portfolio; Produce high quality technical advice (reports, letters, emails, etc) requiring minimal input from more senior colleagues; Be a point of contact across the firm for tax technical advice in a particular area; Ensure client agreement of work and communicate likely fees prior to commencement to maximise fee recovery; Oversee monitoring of work progress and ensure appropriate levels of communication with all clients and internal stakeholders; Monitor WIP and notify clients of any expected changes to the fee quote; Ensure team preparation of bills and timely sending to client; Manage own workload with minimal input from directors upwards; Run regular workflow meetings; Develop private client tax technical skills through training and research; Take proactive steps to seek out tax advisory work; Monitor debtors and ensure recovery of debt
* Client, Internal and External Organisational Contact
Manage, protect and develop your own client portfolio to maximise value and fee levels; Respond to clients’ requests for tax advice; Confidently answer or manage questions and refer to other specialists where appropriate; Provide support to clients managed by other SLs requiring private client tax input; Ensure sufficient team resource is available for clients, KR personnel and external organisations; Ensure high levels of client service across the Private Client Tax team; Provide access and support for other SLs to private client tax clients to assist cross-selling
* Leadership, People Management and Development
Formally line manage and enable best performance of a team of direct reports; Identify training and development needs; Delegate work and assist with queries; Define objectives and development goals for all direct reports; Monitor performance vs objectives and KPIs; Provide regular feedback; Develop PDPs and conduct formal appraisals; Support recruitment of new team members; Foster a culture of knowledge sharing, trust, and support
* Internal Financial Management & Business Planning
Monitor team KPIs; Communicate and celebrate success when targets are met; Initiate remedial action when targets are below plan
* New Business Development
Build personal market profile and drive BD activity to generate leads; Convert leads into clients; Support departmental targets via networking, articles, pitches, and webinars; Cross-refer opportunities to other KR SLs
What’s in it for me? / Benefits
Kreston Reeves is passionate about its people and supports skill development, varied client work, strong leadership, and a collaborative environment. We offer a range of benefits and a culture of learning with progression routes and training.
* Autonomy to develop and grow your skills and experience
* Opportunities to develop a varied portfolio of work with different clients
* Strong, inspiring leadership and a collaborative environment
* Leave benefits: generous annual leave, Holiday buying, Agile working
* Retail discounts, wellbeing programmes, and mental health support
* Financial wellbeing: pension, life assurance, health plans, income protection
* CSR: volunteering opportunities and charitable support
* Travel: cycle to work, travel insurance, season ticket loan
* Recognition: monthly awards for culture and values
* Development: ongoing training and professional subscriptions
* Diversity, Inclusion and Belonging: family-friendly policies and inclusive environment
Diversity, Inclusion and Belonging
Kreston Reeves celebrates diversity and is an equal opportunities employer; we welcome applicants regardless of race, sex, disability, religion/belief, sexual orientation or age.
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