Private Client and Trust Controller
|Job Title:||Private Client and Trust Controller|
|Job Published:||January 17, 2020 10:54|
Private Client and Trust Controller
We are currently recruiting for a Private Client and Trust Controller to join Kreston Reeves in Canterbury.
Kreston Reeves advise dynamic businesses, not for profit organisations, private individuals and families on all areas of business, tax and wealth. We help clients make confident decisions about their future.
With offices across London, Kent and Sussex and international reach via Kreston International, we are dedicated to meeting and exceeding the needs of all our clients wherever their ambition takes them.
We provide a full range of accountancy, business advisory and financial services that will help clients to achieve their personal and business goals.
We are looking for a trusted and valid member of staff to join the current team.
Firm Culture and Benefits
Having started out over 100 years ago, we are long-standing employers across our office communities in Kent, Sussex, London - and beyond. We’re really proud of the reputation we’ve built and we’re grateful to our people for making it stronger every day. Our strong commitment to living our firm’s values means we listen carefully to our teams and enjoy helping each other succeed – creating a culture in which our employees can thrive and provide the highest service to our clients.
We want all our employees to be rewarded for their hard work and enjoy a balanced lifestyle, which is why we offer benefits such as agile working, and an engagement programme centred around mental health and wellbeing.
We are also proud of our active Corporate and Social Responsibility (CSR) programme. Our own Kreston Reeves Charity Foundation enables us to consistently ‘give back’ to our local communities wherever we can, as well as provide opportunities for our employees to get more involved in charitable work and in choosing the causes which benefit from the Foundation. We give all of our employees the option to take one day paid each year for volunteering so they can support the charitable causes closest to them.
Other benefits we offer our employees include up to 5% contribution on our pension scheme and a grade specific flexible benefit pot to use throughout the year on a range of benefits (including mandatory Private health plan, Death in service and Income protection) from gym membership and restaurant discount cards, to travel insurance and additional health insurance - and much more.
We are proud of the positive culture and flexible working environment our employees enjoy.
The Private Client Controller will manage a portfolio of a diverse range of private clients, providing support to supervisors and managers whilst supervising junior staff. Reporting to supervisors and managers, you will take responsibility for completing tasks accurately, to deadline and liaising with clients in line with the Client Charter. You will need to demonstrate initiative and judgement and develop technical expertise and progress against technical competencies.
The objectives of the role
Your goal will be to ensure all client personal tax needs are met whilst ensuring that all client hygiene targets are adhered to.
Review tax returns and accompanying workings as drafted by junior staff;
Obtain missing information etc. from the client, third parties or elsewhere in the firm as appropriate;
Complete posting for complex or missing areas of tax returns or oversee this;
Prepare complex capital gains computations;
- Provide on the job training for junior staff where possible and providing feedback on a timely basis.
Qualified CTA/ATT with 3 years PQE
Driven, self starter attitude
Excellent communication skills
Kreston Reeves will not accept CVs unless The Recruitment Team has instructed you to work on a position.
Kreston Reeves asks that you DO NOT send any speculative CVs to recruiters, Partners or Hiring Managers across any of the offices in Kent, London and Sussex as we will not be liable for any fees obtained through unsolicited/speculative CVS.
Many thanks for your cooperation.
Get similar jobs like these by email
By submitting your details you agree to our T&C's
Private Client Trusts Senior
Private Client Tax Supervisor
Trust and Estates Assistant Manager / Manager
£40000 - £50000 per annum + Benefits
Accounts/Tax and Client Manager
£35000 - £45000 per annum
Private Client Alternative, Tax Senior Manager, FS