At a Glance
- Tasks: Manage tax compliance and advisory projects for high-net-worth clients.
- Company: Join a dynamic team in a leading tax consultancy.
- Benefits: Receive training, support, and opportunities for career growth.
- Other info: Work in vibrant locations: Crawley, Brighton, or Chichester.
- Why this job: Make a real impact on clients' financial futures while developing your expertise.
- Qualifications: CTA, ACA, or ACCA qualifications preferred with private client tax experience.
The predicted salary is between 50000 - 60000 £ per year.
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
Tax Manager - Private Client in Crawley employer: Carpenter Box, part of the Sumer Group
Carpenter Box offers a dynamic and supportive work environment in Brighton, where employees are encouraged to grow their expertise in tax advisory through comprehensive training and development opportunities. The collaborative culture fosters strong relationships with clients and team members, making it an excellent place for professionals seeking meaningful and rewarding careers in corporate tax. With a focus on innovation and excellence, Carpenter Box stands out as an employer committed to the success and well-being of its staff.
Contact Details:
Carpenter Box, part of the Sumer Group Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Tax Manager - Private Client in Crawley
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Carpenter Box, part of the Sumer Group, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Tax Manager - Private Client in Crawley
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Carpenter Box, part of the Sumer Group's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Carpenter Box, part of the Sumer Group. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Carpenter Box, part of the Sumer Group!
How to prepare for a job interview at Carpenter Box, part of the Sumer Group
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Carpenter Box, part of the Sumer Group.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Carpenter Box, part of the Sumer Group. It helps to show our commitment!
