Private Client Tax Manager – HNW Advisory & Compliance

Carpenter Box, part of the Sumer Group; Crawley; On-site; GBP 50,000 - 70,000; Full time

Job summary

Carpenter Box, part of the Sumer Group, is seeking a motivated Manager to join their Tax Private Client Tax Team. This role is centered in Crawley, Brighton, or Chichester and is ideal for individuals with expertise in private client tax matters. The position offers training and support to enhance existing knowledge.

The successful candidate will manage client portfolios, provide tax compliance and advisory services to high-net-worth individuals, and work collaboratively with tax partners.

Qualifications

• Experience managing advisory and compliance work for high-net-worth individuals.
• Proven background in inheritance tax and trusts.
• Strong relationship-building skills with clients.

Responsibilities

• Manage your own portfolio of clients.
• Prepare and review tax advice and technical analyses.
• Handle tax compliance tasks, including annual tax returns.

Skills

Private Client Tax Experience

Knowledge of Inheritance Tax

Capital Gains Tax Expertise

Strong Communication Skills

Education

CTA qualification

ACA or ACCA qualification

Job description

Carpenter Box, part of the Sumer Group, is seeking a motivated Manager to join their Tax Private Client Tax Team. This role is centered in Crawley, Brighton, or Chichester and is ideal for individuals with expertise in private client tax matters. The position offers training and support to enhance existing knowledge.

The successful candidate will manage client portfolios, provide tax compliance and advisory services to high-net-worth individuals, and work collaboratively with tax partners.