Private Client Tax Manager

Sumer Group; Chichester; Hybrid; GBP 30,000 - 50,000; Full time

Job description

The role would 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 matters and other business-related taxes.
• Ability to identify and resolve technical issues, or escalate as appropriate

Our ideal candidate...

• Would be CTA qualified, but would consider applicants who are ATT / ACCA / ACA qualified with Tax experience
• 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 either face to face or on the telephone
• Professional competence
• Be flexible and creative and willing to drive forward new ideas

We can offer you...

• Opportunity to progress your skills and experience in a supportive environment
• Hybrid working. Office days can be from our Chichester office
• Agile working hours and space
• Relaxed ‘Dress for your Day’ policy
• Paid overtime or take time off in lieu if you work over your contracted hours
• 25 days holiday plus bank holidays and the opportunity to purchase additional holiday days
• Opportunity to join our Cash Plan and Enterprise Health scheme
• Lifestyle Hub where you receive discounts for online and high street stores
• Employee Assistance Program with additional well-being benefits
• Employee Referral Program
• Death in Service and associated benefits
• 4% employer pension contributions

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.