Tax Manager or Assistant Manager – Private Client

TN United Kingdom; Portsmouth; Hybrid; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a motivated Tax Manager or Assistant Manager to join their Private Client Services Team in Portsmouth. This exciting opportunity allows you to manage a diverse portfolio of private clients, ensuring tax compliance and providing valuable advice. The role offers hybrid working arrangements, flexible hours, and a supportive environment to enhance your skills. With a focus on teamwork and professional growth, you will collaborate with clients and specialists, driving the business forward while enjoying a range of benefits including generous holiday allowances and well-being programs. If you're ready to take the next step in your career, this role is perfect for you.

Benefits

Flexible Working Hours

25 Days Holiday Plus Bank Holidays

Paid Overtime or Time Off in Lieu

Employee Assistance Program

Death in Service Benefits

4% Employer Pension Contributions

Lifestyle Discounts

Cash Plan and Enterprise Health Scheme

Employee Referral Program

Relaxed Dress Code

Qualifications

• Qualified or actively studying for ATT / ACCA / ACA with tax experience.
• Experience with trusts and estates is a plus but not essential.

Responsibilities

• Manage a portfolio of private clients and handle tax compliance.
• Support team members during busy periods and prepare technical analysis.

Skills

Tax Compliance

Client Interaction

Teamwork

Organizational Skills

Communication Skills

Education

ATT / ACCA / ACA Qualification

Job description

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Tax Manager or Assistant Manager – Private Client, Portsmouth

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Client:

Location:

Portsmouth, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

c3694b9b701f

Job Views:

3

Posted:

07.05.2025

Expiry Date:

21.06.2025

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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 suit either an existing Manager looking to progress and develop their skills, or an Assistant Manager aspiring to become a Manager. The position is primarily based in our Portsmouth office. This is an exciting opportunity to build your career and bring creative ideas to drive the business forward.

• Opportunity to enhance your skills and experience in a supportive environment
• Hybrid working with office days in Portsmouth
• Flexible working hours and space
• Relaxed ‘Dress for your Day’ policy
• Paid overtime or time off in lieu for extra hours
• 25 days holiday plus bank holidays, with options to purchase additional days
• Access to Cash Plan and Enterprise Health scheme
• Lifestyle discounts for online and high street stores
• Employee Assistance Program and well-being benefits
• Employee Referral Program
• Death in Service benefits
• 4% employer pension contributions

The role would include:

• Managing a portfolio of private clients
• Handling tax compliance, including annual tax returns and advice
• Supporting team members during busy periods
• Preparing technical analysis and consulting specialists as needed
• Coordinating with client administrators on risk and administrative procedures
• Collaborating with solicitors on tax matters
• Opportunities to work on corporate and business taxes
• Identifying and resolving technical issues or escalating them

The ideal candidate:

• Qualified or ATT / ACCA / ACA with tax experience; consideration given to those actively studying
• Experience with trusts and estates is a plus but not essential
• Strong communication and teamwork skills
• Excellent organizational abilities
• Confidence in client interactions via face-to-face or phone
• Professional competence and adaptability

At Carpenter Box, we value diversity and promote equality. We aim to recruit the most suitable candidates regardless of background and welcome applications from all groups, especially those underrepresented in finance and accounting.

While the role is advertised as full-time, we support flexible working arrangements. If you have specific needs or preferences in your working pattern, please discuss this in your application. We are open to flexible options.