Private Client and Trusts Director

  • Location


  • Sector:

    Accountant Practice

  • Job type:


  • Salary:


  • Contact email:

  • Job ref:


  • Published:

    28 days ago

  • Expiry date:


  • Client:

    Kreston Reeves LLP

The position is for a full-time Private Client Tax advisory Director whose main responsibilities will be:

  • Helping manage the Private Client Tax compliance and advisory team across our offices

  • Helping UK and international clients structure their affairs tax efficiently

  • Helping manage the client relationship to become the trusted business advisor

  • Taking the lead role in a variety of ad hoc tax advisory projects for HNWI’s

  • Helping manage and expand our Private Client service

  • Reviewing more complex tax returns/IHT/Trust matters and computations

  • Dealing with Non Dom tax advice

  • Mentoring and nurturing tax staff is a fundamental part of this role

  • Assisting us with growing our business and winning new work in the marketplace

  • Assisting our legal team in probate and estate planning work.

  • Interaction and liaison with our Financial Planning Team.

Our clients include a broad range of HNWI’s/Trusts/Estates.

The role is largely office based and includes significant client contact. There will also be some travel between our offices based in London, West Sussex and Kent.

Working with all partners, but reporting directly to our head of tax, applicants must have an exceptional knowledge of UK tax and also need to have a sound grasp of other business and corporate taxes to not only ensure clients are fully tax compliant but to also identify tax planning opportunities.

CCH Central, Nexis Lexis, Caseware, Digita and Microsoft Office software packages used. Knowledge and use of these packages would be beneficial, but not essential.

Personal Qualities

The following qualities are desirable:

  • Intellectually strong

  • Ambitious for themselves and for us as a firm

  • Integrity

  • A team player

  • Attention to detail

  • Strong self-organisation

  • Good communication skills

  • Flexibility

Qualifications and key requirements

  • Chartered Tax Advisor or qualified accountant with extensive tax advisory experience.

  • Experience working as a Senior Manager or Director in profession – ideally mid-tier or large regional independent practices.

  • Broad experience advising HNWI’s, Trusts and Estates.

  • Exceptional client management skills and ability to win business and cross sell.

  • Ability to communicate complex tax principles to tax and non-tax audiences.

  • Strong team player and passion for nurturing junior tax professionals.


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.