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- Tasks: Manage a client portfolio and handle tax compliance in a dynamic team.
- Company: Join Carpenter Box, a diverse firm committed to equality and innovation.
- Benefits: Enjoy hybrid working, flexible hours, 25 days holiday, and lifestyle discounts.
- Why this job: This role offers career growth, creative input, and a supportive work culture.
- Qualifications: Qualified or ATT/ACCA/ACA with tax experience; trust and estate knowledge is a bonus.
- Other info: We embrace diversity and welcome applicants from all backgrounds.
The predicted salary is between 36000 - 60000 £ per year.
We are currently
recruiting for a motivated and ambitious individual with tax experience to join our Private Client Services Team. This role would either suit an existing Manager who is looking to progress and develop their skills, or, an Assistant Manager who is aspiring to be a Manager. Predominately the role will be based in our Portsmouth office. We see this as an exciting opportunity for someone to build their career and will have the opportunity to implement their creative ideas to drive the business forward.
- Opportunity to progress your skills and experience in a supportive environment
- Hybrid working. Office days will be based in our Portsmouth office
- Agile working hours and space
- Relaxed ‘Dress for your Day’ policy
- Paid overtime or take time off in lieu if you work over your contracted hours
- 25 days holiday plus bank holidays and the opportunity to purchase additional holiday days
- Opportunity to join our Cash Plan and Enterprise Health scheme
- Lifestyle Hub where you receive discounts for online and high street stores
- Employee Assistance Program with additional well-being benefits
- Employee Referral Program
- Death in Service and associated benefits
- 4% employer pension contributions
The role would include:
- Working within the Private Client Services team
- Managing your 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 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 team working 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.
Tax Manager or Assistant Manager – Private Client employer: Carpenter Box
Contact Detail:
Carpenter Box Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Manager or Assistant Manager – Private Client
✨Tip Number 1
Network with professionals in the tax field, especially those who work in private client services. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest tax regulations and compliance requirements, particularly those affecting private clients. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare to discuss your experience with managing client portfolios and handling tax compliance during the interview. Be ready to share specific examples of how you've successfully navigated challenges in previous roles.
✨Tip Number 4
Showcase your teamwork and communication skills by preparing to discuss how you've collaborated with others in past positions. Highlight any experiences where you worked closely with solicitors or other specialists on tax matters.
We think you need these skills to ace Tax Manager or Assistant Manager – Private Client
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant tax experience, particularly in private client services. Emphasise any qualifications like ATT, ACCA, or ACA, and include specific examples of your work with trusts and estates if applicable.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and your ambition to progress within the company. Mention how your skills align with the responsibilities listed in the job description, such as managing client portfolios and handling tax compliance.
Highlight Soft Skills: In your application, emphasise your strong communication and teamwork skills. Provide examples of how you've successfully collaborated with others, especially in high-pressure situations, to demonstrate your fit for the supportive environment they offer.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the tax profession.
How to prepare for a job interview at Carpenter Box
✨Know Your Tax Fundamentals
Brush up on your tax knowledge, especially around compliance and returns. Be prepared to discuss your experience with trusts and estates, even if it's not essential for the role.
✨Showcase Your Communication Skills
Since strong communication is key in this role, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated with clients or team members in the past.
✨Demonstrate Teamwork and Leadership
Think of instances where you've collaborated with others or taken the lead on a project. Highlight your ability to support team members during busy periods, as this is crucial for the Private Client Services team.
✨Prepare Questions About the Role
Show your interest by preparing thoughtful questions about the position and the company culture. Inquire about opportunities for professional development and how the team collaborates on tax matters.
