Tax Manager - Private Client

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

Job Summary

We are looking for a highly motivated Manager to join our Tax Private Client Tax Team based in Crawley, Brighton, or Chichester. The role suits a dynamic individual with experience of private client taxation matters. Training and support will be provided to develop existing tax knowledge.

Department and Location

Department: Personal Tax

Location: Crawley, Brighton, and Chichester offices.

Key Requirements

The CTA qualification is preferred; ACA or ACCA qualifications are acceptable with the right private client tax experience.

Responsibilities

The role will involve tax compliance and advisory work with support from tax partners and directors. Key responsibilities include:

• Working on private client tax advisory projects for high-net-worth individuals and families
• Attending client meetings
• Writing reports, preparing technical analysis, and coordinating with specialists to prepare or review tax advice
• Managing your own portfolio of clients
• Handling tax compliance tasks, including annual tax returns and related advice
• Identifying and resolving technical issues, or escalating as appropriate

Examples of work includes:

• Capital gains tax advice and planning for business sales
• Advice on the latest IHT rules affecting pensions or business and agricultural assets
• Implementing new company structures for investment or family businesses
• Preparation of complex tax calculations and returns
• Advising on trusts and ten‑year charges

Skills, Knowledge & Expertise

• 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
• Excellent communication and relationship‑building skills
• CTA qualified is advantageous; ATT, ACA, or ACCA qualified candidates with relevant private client experience considered
• Compliance background seeking to develop advisory experience encouraged to apply