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Private Client Senior Manager/Director

Job Title: Private Client Senior Manager/Director
Contract Type: Permanent
Location: Chichester
Industry:
Salary: Competitive
Reference: 359
Contact Name: Jo Kay
Contact Email: jo.kay@krestonreeves.com
Job Published: January 17, 2020 10:50

Job Description

Private Client Senior Manager/Director

We are currently recruiting for a Private Client Senior Manager/Director to join Kreston Reeves in Chichester.

Firm Introduction

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 LondonKent 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.

Role Description

As Private Client Senior Manager/Director you will be replacing a manager vacancy on a private client portfolio which includes high net worth individuals and families, Landed Estates and Trusts, together with some trading entities.  You will work with the current partner on a succession plan over an 18 to 24 month timeframe.  You will also be required to assist with the development and growth of our Private Client advisory offering.

An understanding of Trust Law and an enjoyment of Inheritance Tax planning would be particularly helpful.  Team leadership is a crucial attribute in an office which will be undergoing radical change in the next three years.  The role is predominately advisory and not assignment based/repetitive. 

The objectives of the role

To manage a client portfolio primarily made up of HNW and Trust and Estate clients.

Responsibilities

 Along with those responsibilities mentioned above you will:

  • Assisting the Partner with various tax planning assignments especially in regard to IHT

  • Managing a team of accounts and tax production staff

  • Business development activities in regard to supporting and growing our Private Client offering

Requirements

  • CTA qualified, and qualified to FCA

  • Experience of general practice, and ready to move to partner level within two years or sooner

  • Experience of advising HNW clients

  • Experience of tax planning and advisory assignments, especially regarding IHT

  • Leading a team of staff

 

***RECRUITMENT AGENCIES***

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.