Private Client Tax Manager — Advisory & Compliance

Carpenter Box; Chichester; On-site; GBP 85,000 - 110,000; Full time

Job summary

Carpenter Box is seeking a Tax Manager in Private Client to join our Tax Private Client team across Crawley, Brighton or Chichester. The role focuses on advisory and compliance work for high-net-worth individuals within a supportive partner-led firm.

You will manage a portfolio of private client clients, deliver tax planning and reporting, attend client meetings and develop advisory capabilities with training provided.

Qualifications

• Experience in Private Client Tax is required.
• Knowledge of inheritance tax, capital gains tax, trusts and estate planning.
• Experience managing advisory and compliance work for high-net-worth individuals, families and trusts.
• Excellent communication and relationship-building skills.
• CTA qualification is advantageous; ACA/ATT/ACCA acceptable with relevant experience.
• Candidates with strong compliance background aiming to develop advisory experience are encouraged to apply.

Responsibilities

• Working on private client tax advisory projects for key clients.
• Attending client meetings.
• Writing reports and preparing technical analysis with specialists as needed.
• Managing your own portfolio of clients.
• Handling tax compliance including annual tax returns and related advice.
• Identifying and resolving technical issues or escalating where appropriate.

Skills

Private Client Tax

Inheritance tax & capital gains tax

Trusts and estate planning

Advisory & compliance for HNW

Communication & relationship-building

CTA/ATT/ACA/ACCA qualification adv.

Education

CTA/ATT/ACA/ACCA qualification

Job description

Carpenter Box is seeking a Tax Manager in Private Client to join our Tax Private Client team across Crawley, Brighton or Chichester. The role focuses on advisory and compliance work for high-net-worth individuals within a supportive partner-led firm.

You will manage a portfolio of private client clients, deliver tax planning and reporting, attend client meetings and develop advisory capabilities with training provided.