Private Client Senior Tax Manager

Sumer Group; Worthing; Hybrid; GBP 40,000 - 70,000

Job description

The tax system is now more complex than ever, and for this reason we believe that every taxpayer could benefit from our guidance and tax advice. We can optimise our client’s tax position so they can retain more of their hard-earned income and capital. Whether our client’s affairs are simple or complex we will help look after them.

By applying detailed understanding of the law and keeping ahead of the ever-changing tax system, we offer practical solutions which are right for our clients.

We are currently recruiting for a motivated and ambitious individual with tax experience to join our Private Client Services Team as a Senior Tax Manager. This role will be based at our Worthing office, with hybrid working available. We see this as an exciting opportunity for someone to further their career who will have the opportunity to implement their creative ideas to drive the business forward.

The role will include...

• Working within the Private Client Services team
• Managing own portfolio of clients
• Working on tax compliance relating to the client portfolio, including work on annual tax returns and associated tax advice to clients
• Provide support to others in the team where they need help, especially during busier periods
• Preparing technical analysis and involving specialists within the team, where appropriate, to prepare or review tax advice.
• Work with client administrators to ensure client administration and risk procedures are completed appropriately
• Working with local solicitors to assist them with tax matters on their clients
• There is opportunity to work on corporate tax advisory projects and other business-related taxes.
• Ability to identify and resolve technical issues, or escalate as appropriate

The ideal candidate...

• The CTA qualification would be highly advantageous for this role, but we may consider applicants who are ATT / ACCA / ACA qualified with significant Tax experience at a senior level
• Would have experience with trusts and estates, but not essential
• Strong communication and team working skills
• Excellent organisational skills
• Have the confidence to speak to clients both face to face and on the telephone or via video meetings
• Have experience of developing junior colleagues preferably at line manager level
• Professional competence
• Be flexible and creative and willing to drive forward new ideas

What we can offer you...

• Working in Worthing town centre, close to the seafront in a relaxed, friendly, modern environment
• Opportunity to progress your skills and experience
• Agile working hours
• Paid overtime or take time off in lieu if you work over your contracted hours
• 4% employer pension contributions
• Opportunity to purchase additional holiday days
• Opportunity to join our Cash Plan and Enterprise Health scheme
• Carpenter Box Lifestyle Hub which offers discounts for online and high street shops
• Relaxed dress code policy
• Study packages are available

About Carpenter Box

Welcome to Carpenter Box, one of the largest independent firms in the South East. We have a headcount of over 250 staff across our offices in Worthing, Crawley, Brighton, Chichester, Portsmouth and London. We’re always looking for motivated and excited people who share our values to help us serve our expanding client base and grow our exceptional practice.