Tax Manager - Private Client

Sumer Group Holdings Limited; Crawley; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

Sumer Group Holdings Limited is looking for a Tax Manager to join their Personal Tax department in Crawley. This position involves managing a portfolio of high-net-worth individuals, providing estate and inheritance tax planning advice, and overseeing tax compliance.

The ideal candidate will have proven experience in Private Client Tax, with strong knowledge of trusts and capital gains tax. Sumer values collaboration and aims to create an inclusive workplace where all differences are celebrated.

Qualifications

• Proven experience in Private Client Tax.
• Experience managing advisory and compliance work.
• Strong knowledge of estate and inheritance tax planning.

Responsibilities

• Manage a portfolio of high-net-worth clients and relationships.
• Provide estate and inheritance tax planning advice.
• Review complex self-assessment tax returns and compliance obligations.

Skills

Private Client Tax

Inheritance Tax

Capital Gains Tax

Trusts

Estate Planning

Excellent communication

Relationship-building

Education

CTA qualification

ATT, ACA, or ACCA qualification

Job description

Tax Manager - Private Client

Department: Personal Tax

Employment Type: Permanent

Location: Crawley

Description

Carpenter Box is proud to be part of the Sumer Group. We are chartered accountants, tax, and business advisers based in the Southeast. Our culture is built on collaboration, innovation, and professional excellence, where every team member is encouraged to grow, contribute, and make a real difference.

We are seeking a Senior Manager to work within our Tax Advisory team. The role would be based predominantly in our Worthing office, with the flexibility to also work from home and/or our Gatwick, Brighton or Chichester offices. Our team provide tax advice across a wide variety of sectors and taxes, and you will need to have proven experience in both corporate and personal taxes.

Key Responsibilities

• Managing a portfolio of high-net-worth individuals, families, trusts, and business owners, building trusted and effective client relationships.
• Providing advice on estate planning, inheritance tax planning, capital gains tax planning, trusts, and succession planning.
• Managing and reviewing complex self-assessment tax returns, trust tax returns, and related compliance obligations.
• Advising clients on wealth preservation strategies and opportunities to mitigate inheritance tax and capital gains tax liabilities.
• Supporting clients with trust creation, administration, and taxation matters.
• Identifying tax planning opportunities and delivering practical, commercially focused advice tailored to clients' objectives.
• Working closely with Partners and colleagues across the wider business to deliver integrated tax and financial planning solutions.
• Assisting with the implementation of advisory projects and maintaining high technical standards across the portfolio.
• Line management responsibilities for junior members of the team, providing regular feedback and supporting their development.

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.