At a Glance
- Tasks: Manage high-net-worth clients and provide expert tax advice on estate and capital gains planning.
- Company: Join Carpenter Box, a collaborative and innovative chartered accountancy firm.
- Benefits: Flexible working options, professional development, and a supportive team culture.
- Other info: Inclusive workplace that values diversity and supports personal growth.
- Why this job: Make a real impact in clients' lives while growing your career in tax advisory.
- Qualifications: Experience in Private Client Tax; CTA, ATT, ACA, or ACCA qualifications preferred.
The predicted salary is between 50000 - 65000 £ per year.
Carpenter Box is proud to be part of the Sumer Group. We are chartered accountants, tax, and business advisers based in the Southeast. Our culture is built on collaboration, innovation, and professional excellence, where every team member is encouraged to grow, contribute, and make a real difference. We are seeking a Senior Manager to work within our Tax Advisory team. The role would be based predominantly in our Worthing office, with the flexibility to also work from home and/or our Gatwick, Brighton or Chichester offices.
Our team provide tax advice across a wide variety of sectors and taxes, and you will need to have proven experience in both corporate and personal taxes.
Key Responsibilities- Managing a portfolio of high-net-worth individuals, families, trusts, and business owners, building trusted and effective client relationships.
- Providing advice on estate planning, inheritance tax planning, capital gains tax planning, trusts, and succession planning.
- Managing and reviewing complex self-assessment tax returns, trust tax returns, and related compliance obligations.
- Advising clients on wealth preservation strategies and opportunities to mitigate inheritance tax and capital gains tax liabilities.
- Supporting clients with trust creation, administration, and taxation matters.
- Identifying tax planning opportunities and delivering practical, commercially focused advice tailored to clients' objectives.
- Working closely with Partners and colleagues across the wider business to deliver integrated tax and financial planning solutions.
- Assisting with the implementation of advisory projects and maintaining high technical standards across the portfolio.
- Line management responsibilities for junior members of the team, providing regular feedback and supporting their development.
- Proven experience working within 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; however, ATT, ACA, or ACCA qualified candidates with relevant private client tax experience will also be considered.
- Candidates with a strong compliance background who are looking to develop their advisory experience are encouraged to apply.
At Sumer, we know everyone’s journey is different. That’s why we’re committed to fairness, removing barriers and giving people the support they need to do their best work. Our values represent what matters most to us and guide how we work every day:
- We Shine Together
- We Do the Right Thing
- We Make It Count
We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated.
Tax Manager - Private Client in Northgate employer: Sumer Group Holdings Limited
Carpenter Box is an exceptional employer that fosters a collaborative and innovative work culture, allowing Tax Managers to thrive in their roles while managing a diverse portfolio of high-net-worth clients. With flexible working arrangements across multiple locations, including Worthing, Gatwick, Brighton, and Chichester, employees benefit from a supportive environment that prioritises professional growth and inclusivity, ensuring every team member can make a meaningful impact.
Contact Details:
Sumer Group Holdings Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Tax Manager - Private Client in Northgate
✨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 Sumer Group Holdings Limited, 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 Northgate
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 Sumer Group Holdings Limited'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 Sumer Group Holdings Limited. 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 Sumer Group Holdings Limited!
How to prepare for a job interview at Sumer Group Holdings Limited
✨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 Sumer Group Holdings Limited.
✨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 Sumer Group Holdings Limited. It helps to show our commitment!
