Tax Manager – Private Clients

Tax Manager – Private Clients

Division: Tax Services Group
Location: Worthing or Crawley
We are currently recruiting for a motivated and ambitious individual with tax experience to join our Private Client Services Team as a Tax Manager. Predominately the role will based in either our Worthing or Crawley offices. We see this as an exciting opportunity for someone to build their career and have the opportunity to implement their creative ideas to drive the business forward.

The tax system is now more complex than ever, and for this reason we believe that every taxpayer could benefit from our guidance and tax advice. We can optimise our client’s tax position so they can retain more of their hard-earned income and capital. Whether our client’s affairs are simple or complex we will help look after them.

By applying a detailed understanding of the law and keeping ahead of the ever-changing tax system, we offer practical solutions which are right for our clients.

We can we offer you?
  • A mix of home and office-based work
  • Opportunity to progress your skills and experience
  • Agile working hours
  • Paid overtime or take time off in lieu if you work over your contracted hours
  • Auto-enrolment pension with the opportunity to contribute through salary sacrifice
  • Opportunity to purchase additional holiday days
  • Death in Service (after qualifying period) and associates benefits
  • Opportunity to join our Cash Plan and Enterprise Health scheme (after qualifying period)
  • Carpenter Box Lifestyle Hub which offers discounts for online and high street shops
  • Relaxed dress code policy
The role would include:
  • Working within the Private Client Services team
  • Managing 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
  • Provide support to others in the team where they need help, especially during busier periods
  • Preparing technical analysis and involving specialists within the team, where appropriate, to prepare or review tax advice.
  • Work with client administrators to ensure client administration and risk procedures are completed appropriately
  • Working with local solicitors to assist them with tax matters on their clients
  • There is opportunity to work on corporate tax matters and other business-related taxes.
  • Ability to identify and resolve technical issues, or escalate as appropriate
The ideal candidate:
  • Would be CTA qualified, but would consider applicants who are ATT / ACCA / ACA qualified with Tax experience
  • Would have experience with trusts and estates, but not essential
  • Strong communication and teamwork skills
  • Excellent organisational skills
  • Have the confidence to speak to clients either face to face or on the telephone
  • Professional competence
  • Be flexible and creative and willing to drive forward new ideas

At Carpenter Box, we recognise the positive value of diversity and promote equality. We aim at all times to recruit the person who is most suited to the job and welcome applications from people of all backgrounds, regardless of age, race, disability, religion/belief, sexual orientation, gender reassignment, marriage or civil partnership, pregnancy/maternity, or gender, particularly those underrepresented throughout the finance and accounting industry.

Although this role is advertised as full-time, we believe that flexibility at work can provide many significant benefits both to our colleagues and the business. We already work in a hybrid style across all offices and can support different ways of working. If you are interested and have any requirements or needs in the way you would like to work, please apply, and speak to us about this. We will consider flexible options for applicants.

If you have any questions about this role, contact HR Manager Helen Ruff for more information.

Please send your CV and cover letter below

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