Tax Manager or Assistant Manager – Private Client

Carpenter Box; Portsmouth; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A leading financial service provider in Portsmouth is seeking a motivated individual with tax experience to join their Private Client Services Team. The ideal candidate will manage their own client portfolio and handle tax compliance, while also benefiting from a supportive work environment with hybrid working options. This role is suitable for those looking to progress in their tax career and contribute creatively to the business.

Benefits

25 days holiday plus bank holidays

Paid overtime or time off in lieu

4% employer pension contributions

Employee Assistance Program

Qualifications

• Qualified or studying for ATT / ACCA / ACA with tax experience.
• Experience with trusts and estates preferred but not essential.
• Ability to communicate effectively with clients.

Responsibilities

• Manage a portfolio of clients within the Private Client Services team.
• Handle tax compliance and prepare annual tax returns.
• Support team members during busy periods and prepare technical analyses.

Skills

Communication skills

Teamwork

Organizational skills

Tax compliance

Problem solving

Education

ATT / ACCA / ACA qualification

Job description

We are currently

recruiting for a motivated and ambitious individual with tax experience to join our Private Client Services Team. This role would either suit an existing Manager who is looking to progress and develop their skills, or, an Assistant Manager who is aspiring to be a Manager. Predominately the role will be based in our Portsmouth office. We see this as an exciting opportunity for someone to build their career and will have the opportunity to implement their creative ideas to drive the business forward.

• Opportunity to progress your skills and experience in a supportive environment
• Hybrid working. Office days will be based in our Portsmouth 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

The role would include

• Working within the Private Client Services team
• Managing your 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 escalete as appropriate

The ideal candidate

• Would be 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

At Carpenter Box, we recognise the positive value of diversity and promote equality. We aim at all times to recruit the person who is most suited to the job and welcome applications from people of all backgrounds, regardless of age, race, disability, religion / belief, sexual orientation, gender reassignment, marriage or civil partnership, pregnancy / maternity, or gender, particularly those underrepresented throughout the finance and accounting industry.

Although this role is advertised as full time, we believe that flexibility at work can provide many significant benefits both to our colleagues and the business. We already work in a hybrid style across all offices and can support different ways of working. If you are interested and have any requirements or needs in the way you would like to work, please apply, and speak to us about this. We will consider flexible options for applicants.