Tax Manager - Private Client

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

Tax Manager - Private Client

We are looking for a highly motivated Manager to work within our Tax Private Client Tax Team based in our Crawley, Brighton or Chichester offices. The position would suit a motivated, dynamic individual with experience of private client taxation matters. Training and support will be provided to the right individual to further develop existing tax knowledge.

The CTA qualification is preferred however ACA or ACCA qualifications are acceptable where you have the right private client tax experience. You will already be working within a dedicated private client tax team. The role will involve tax compliance and advisory work with the support of tax partners and directors. We will consider someone whose previous experience had a substantial compliance focus but who is now keen to focus on private client advisory work.

Key Responsibilities

The role would include:

• Working on private client tax advisory projects for our best clients
• Attending client meetings
• Writing reports, preparing technical analysis and involving specialists within the team, where appropriate, to prepare or review tax advice.
• 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
• Identify and resolve technical issues, or elevate as appropriate

Examples of work you would assist the team with include:

• Capital gains tax advice and planning in relation to the sale of a business
• Advice on the latest IHT rules affecting pensions or business and agricultural assets
• Implementing new company structures for investment companies or family businesses
• Assisting in the preparation in the of complex tax calculations and returns
• Dealing with the advice in relation to trust and 10-year charges

Skills, Knowledge & Expertise

• Proven experience working within 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.
• Excellent communication and relationship-building skills.
• CTA qualified is advantageous; however, ATT, ACA, or ACCA qualified candidates with relevant private client tax experience will also be considered.
• Candidates with a strong compliance background who are looking to develop their advisory experience are encouraged to apply.

Belong @ Sumer

At Sumer, we know everyone's journey is different. That's why we're committed to fairness, removing barriers and giving people the support they need to do their best work. If you need any support during the hiring process, just let us know.

Our values represent what matters most to us and guide how we work every day:

• We Shine Together
• We Do the Right Thing
• We Make It Count

We know diverse teams make us stronger. That's why we're creating an inclusive workplace where everyone belongs and differences are valued and celebrated

About Carpenter Box

Welcome to Carpenter Box, one of the largest accountancy and business advisory firms in the South East. With nearly 300 talented people across our offices in Worthing, Crawley, Brighton, Chichester, Portsmouth, Lewes and London, we support a diverse and growing client base. We're always looking for ambitious, enthusiastic individuals who share our values and are passionate about delivering exceptional service while building rewarding careers