Professional Practice & Private Client Tax Manager

About Crowe

Crowe is a leading national audit, tax, advisory and consulting firm with global reach and local expertise. We are an independent member of Crowe Global, one of the top 10 accounting networks in the world, with access to more than 40,000 people in over 140+ countries and across more than 800+ offices globally.

Our vision is to be recognised as essential to the future success of our clients by helping them to answer tomorrow’s questions and make smart decisions that have lasting value through the highest quality audit, tax, advisory and consulting services.

Crowe is where talented people can realise their potential, are successful and enjoy what they do by making a positive difference to our clients, communities and each other.

At Crowe, our aim is to create a community where, regardless of gender, identity, sexuality, race, ethnicity, education or background, everyone is valued, can flourish and achieve their full potential.

We have a vacancy for a Professional Practice & private client tax manager to work in our Kent office tax team. This is a full‑time permanent role with flexible working and progression opportunities.

You will work closely with the tax partners and other managers and will manage the delivery of private client tax work to our Kent client base, which will include advising sole traders, directors of owner‑managed businesses and family businesses, high‑net‑worth individuals and trusts.

You will be involved in a variety of private client self‑assessment compliance work, tax advisory work and project‑based planning and structuring work. You will also be involved in business development initiatives and work with the team to generate new work.

• ACA/CTA or equivalent qualification essential.
• Experience in the professional and private client sector, particularly in managing a compliance portfolio and providing tax advisory services to clients.
• A passion for client service.
• Display an energy and enthusiasm and a focus on achieving results.

• Develop and manage private client relationships.
• Lead work and actively involve in the provision of advisory projects, both proactively and reactively, including clients of other departments and offices. Report directly to tax partners and directors.
• Review advice prepared by junior members to a standard ready for partner approval.
• Tax compliance services: manage the personal tax relationship on your client portfolio; oversee the personal tax compliance cycle (including tax computations, returns and payments) and liaise with the client and HM Revenue & Customs.
• Delegate preparatory aspects of personal tax work to junior members and review their work.
• Liaise with other agents and third parties such as investment managers, stockbrokers and banks where necessary.
• Deal with HM Revenue & Customs enquiries into tax returns on client portfolio and on other clients as appropriate.
• Actively communicate with clients regularly and discuss tax changes that may affect their circumstances.
• Active liaison with Partners to raise awareness of changes in the business and personal situations of mutual clients.
• Prioritise and organise own work to be acceptable to partners.
• Lead and support business development initiatives. Identify opportunities to provide additional services to clients and contacts.
• Take primary responsibility for financial performance on your work and other project work.
• Billing responsibility, balancing recovery maximisation and client expectations.
• Consider and manage risk in all interactions with clients.
• Show urgency and understanding of how the delivery of work (speed, attention to detail, quality) impacts the firm’s ability to serve clients.

• Demonstrate personal commitment to work and team success; show positive attitude and enthusiasm for work and take initiative to improve when appropriate.
• Consistently treat colleagues with fairness and respect.
• Provide and be receptive to regular constructive feedback that improves self and others. Continually develop skills and knowledge.
• Coach team members through sharing experience and knowledge.
• Provide on‑the‑job training for…