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Private Client Tax Manager

3 months ago


Portsmouth, Portsmouth, United Kingdom Carpenter Box Full time
Join Carpenter Box - Private Client Services Team

We are seeking a committed professional with tax expertise to join our Private Client Services Team. This role is ideal for an experienced Manager aiming to enhance their capabilities or an Assistant Manager eager to transition into a managerial position. Here, you will have the opportunity to express your creativity and contribute to the growth of our business.

Key Advantages:
  • Encouraging atmosphere for professional development
  • Flexible working arrangements from our headquarters
  • Adaptable working hours
  • Casual dress policy
  • Compensation for overtime or time off
  • 25 days of annual leave plus public holidays with the option to buy additional days
  • Health cash plan and wellness programs
  • Discounts through our Lifestyle Hub
  • Support through our Employee Assistance Program
  • Referral incentives for employees
  • Generous pension contributions
Main Duties:
  • Management of client portfolios
  • Ensuring tax compliance, including preparation of annual tax returns
  • Collaboration with colleagues and specialists
  • Assisting in client administration and risk management
  • Providing support to local solicitors on tax-related issues
  • Possible engagement in corporate tax matters
Ideal Candidate:
  • Qualified or pursuing ATT / ACCA / ACA qualifications
  • Experience with trusts and estates is advantageous
  • Excellent communication and organizational abilities
  • Professional demeanor with a flexible approach
  • Capacity to promote innovative ideas

At Carpenter Box, we celebrate diversity and inclusivity in our workplace, encouraging applications from individuals of all backgrounds. We recognize the importance of flexibility in work styles to enhance our team and business. If you are interested in this role and have specific work preferences, we invite you to discuss them with us. Join Carpenter Box, where your career can flourish.