Private Client Tax Manager — Advisory & Compliance Lead

Carpenter Box; Crawley; On-site; GBP 70,000 - 90,000; Full time

Job summary

Carpenter Box in the UK is seeking a highly motivated Manager to join the Private Client Tax Team, based in Crawley, with options for Brighton or Chichester. The role involves tax compliance and advisory work under the guidance of partners and directors, with training provided to broaden private client tax knowledge.

You will manage your own portfolio, attend client meetings, write reports, and develop strategies in areas such as capital gains tax planning, IHT considerations, and trust and

Qualifications

• Proven experience in Private Client Tax.
• Strong knowledge of inheritance tax, capital gains tax, trusts, and estate planning.
• Experience managing both advisory and compliance work for high-net-worth individuals, families, and trusts.
• CTA preferred; ATT, ACA, or ACCA with relevant private client tax experience will be considered.
• Bonus: candidates with a compliance background seeking advisory exposure are encouraged to apply.

Responsibilities

• Manage a portfolio of private client tax clients.
• Attend client meetings and present and discuss tax strategies.
• Prepare tax reports and technical analyses with input from specialists.
• Assist with tax compliance including annual returns and related advice.
• Identify and resolve technical issues or escalations as needed.
• Develop private client advisory work alongside the tax partners and directors.

Skills

Private Client Tax

Client management

Tax advisory

Communication

Job description

Carpenter Box in the UK is seeking a highly motivated Manager to join the Private Client Tax Team, based in Crawley, with options for Brighton or Chichester. The role involves tax compliance and advisory work under the guidance of partners and directors, with training provided to broaden private client tax knowledge.

You will manage your own portfolio, attend client meetings, write reports, and develop strategies in areas such as capital gains tax planning, IHT considerations, and trust and