Carpenter Box Promotions: April 2024

This April, we have seen a number of staff being recognised for their hard work and dedication to delivering quality work to our clients. We are proud to announce the latest round of promotions at Carpenter Box, including; two directors, one associate, five senior managers, two managers and six Assistant Managers!

Meet our newly promoted Directors and Associate

We are excited to share that we have new director promotions, both for Carpenter Box and our independent Financial Advisory team Carpenter Box Financial Advisers.

Within Carpenter Box, we have Josh Bowen, who is now a Client Service Director in our Outsourced Finance Function (OFF) department With over a decade of service, Josh leads the OFF team, providing businesses of various sizes the opportunity to allocate parts of their finance operations to our specialist team. In addition, Josh manages a varied client portfolio across different sizes and industries, delivering business and tax guidance as well as fundamental compliance services.

For Carpenter Box Financial Advisers, Gill Lynes is now the Director of the Later Life service team. With over 30 years experience, Gill focuses on financial planning solutions for later life, assisting elderly clients and their families with complex issues like care fee planning and inheritance tax mitigation. She is an associate of the Society for Later Life Advisers (SOLLA), an organisation that upholds the highest standards of professionalism in financial advice with Accredited Advisers.

Nikki Martin, the newly appointed Associate at within the Carpenter Box tax department, has made a big impact since joining in 2021. Nikki advises individuals on matters of personal tax residency, domicile, Inheritance Tax planning and use of family trusts. She is also a key member of the international services group, focusing on individuals and family wealth clients with an international angle.

Our newest senior leaders

This April also saw a talented group of rising stars progress further in the business, with five new Senior Managers:

For our Audit team, Alaina Cryer and Joanne Chidwick have been promoted to Senior Managers. Both Alaina and Joanne specialise in the manufacturing and retail sectors. The pair manage a portfolio of clients and support the audit training teams across our Worthing and Crawley offices.

Simultaneously, our tax team has grown stronger with Katie Trevallion, Dean Reynolds, and Meghan Osborne also stepping into the Senior Manager role. With over 20 years of experience, Dean specialises in personal tax and estate planning. Katie is involved with our tax transaction team, advising on corporate transactions, reorganisation as well as employee ownership trusts. Meghan is also part of the tax transaction team but specialises in international tax, providing tailored corporate tax advice including advising on international tax planning.

Advancing to Manager

The managerial ranks have also expanded, with Declan Bennett and Jack Butcher stepping up within our StarBox team. Declan works in the tax advisory team, helping clients across both Carpenter Box and StarBox with their tax affairs. Jack works a diverse range of creators across social media platforms and helping them grow with their businesses.

New Assistant Managers

Last but certainly not least, we have six talented new assistant managers.

James Laker joined our Practice Support Group (PSG) as an IT specialist to ensure our systems operate efficiently and securely. James now assists the IT Director and manages IT operations, oversees IT projects, aids in new software and hardware implementation, and provides technical support to staff.

Within the Audit Department, Charlie Holdaway and Sharna Challenger now support the management team in conducting audits and providing advisory services to ensure client compliance with financial regulations. They also play key roles in developing audit plans, reviewing financial documents, and guiding junior staff through complex audit processes.

In our Tax Services Group, Clare Martin, Karly Charrington, and Azka Khurshid support the managers with overseeing the preparation and filing of tax returns, providing strategic tax planning advice to clients.

Congratulations to all of these talented individuals!