At a Glance
- Tasks: Manage private client portfolios and handle tax compliance tasks.
- 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: Build your career in a supportive environment with opportunities for creativity and growth.
- Qualifications: Qualified or ATT/ACCA/ACA with tax experience; trust and estate knowledge is a plus.
- Other info: Relaxed dress code and paid overtime options available.
The predicted salary is between 43200 - 72000 £ per year.
We are currently
recruiting for a motivated and ambitious individual with tax experience to join our Private Client Services Team as a Tax Manager. The role will based in our Chichester office, however some initial training in Worthing may be required. 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 can be from our Chichester 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 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 – Private Client employer: Carpenter Box
Contact Detail:
Carpenter Box Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Manager – Private Client
✨Tip Number 1
Network with professionals in the tax field, especially those who work with private clients. 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 trusts and estates, even if it's not essential. Highlight any relevant projects or cases you've worked on, as this can set you apart from other candidates.
✨Tip Number 4
Showcase your communication and teamwork skills during any informal discussions or interviews. Be ready to provide examples of how you've successfully collaborated with others in previous roles, as this is crucial for the Tax Manager position.
We think you need these skills to ace Tax Manager – Private Client
Some tips for your application 🫡
Understand the Role: Before applying, take the time to thoroughly read the job description for the Tax Manager position. Understand the key responsibilities and required qualifications to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise your tax experience, particularly in managing private clients and handling tax compliance. Use specific examples to demonstrate your skills and achievements in these areas.
Showcase Soft Skills: The ideal candidate should possess strong communication and teamwork skills. Make sure to include instances where you've successfully collaborated with others or communicated complex tax matters clearly.
Personalise Your Application: Address your cover letter to the hiring manager if possible, and express your enthusiasm for the role and the company. Mention how your values align with Carpenter Box's commitment to diversity and flexible working arrangements.
How to prepare for a job interview at Carpenter Box
✨Know Your Tax Fundamentals
Brush up on your tax knowledge, especially regarding private clients, trusts, and estates. Be prepared to discuss specific tax compliance scenarios and how you would handle them.
✨Showcase Your Communication Skills
As a Tax Manager, you'll need to communicate complex tax issues clearly. Practice explaining tax concepts in simple terms, as this will demonstrate your ability to interact confidently with clients.
✨Demonstrate Team Collaboration
Highlight your experience working in teams, especially during busy periods. Share examples of how you've supported colleagues and contributed to a positive team environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, the Private Client Services Team, and their approach to client management. This shows your genuine interest in the role and helps you assess if it's the right fit for you.