Tax Manager or Assitant Manager – Private Client

5 months ago


Portsmouth, United Kingdom Carpenter Box Full time
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.



  • Portsmouth, United Kingdom CV-Library Full time

    You'll be the lead in the tax team and be responsible for managing both junior staff and the private client tax portfolio. You will work closely with clients, playing a key role in helping them realise their business and personal ambitions. This will be both advisory and compliance work. You will manage the portfolio of private clients, trusts, and...


  • Portsmouth, United Kingdom TPF Recruitment Full time

    Youll be the lead in the tax team and be responsible for managing both junior staff and the private client tax portfolio. You will work closely with clients playing a key role in helping them realise their business and personal ambitions. This will be both advisory and compliance work.You will manage the portfolio of private clients trusts and partnerships...


  • Portsmouth, United Kingdom TPF Recruitment Full time

    Youllbe the lead in the tax team and be responsible for managing bothjunior staff and the private client tax portfolio. You will workclosely with clients playing a key role in helping them realisetheir business and personal ambitions. This will be both advisoryand compliancework.Youwill manage the portfolio of private clients trusts andpartnerships...


  • Portsmouth, Portsmouth, United Kingdom TPF Recruitment Full time

    Private Client Tax Portfolio ManagerWe are seeking a highly skilled and experienced Senior Personal Tax Specialist to join our team as a Private Client Tax Portfolio Manager. This role will be responsible for managing a portfolio of private clients, trusts, and partnerships, delivering exceptional client service and producing work efficiently and...


  • Portsmouth, Portsmouth, United Kingdom TPF Recruitment Full time

    About the RoleAs a Private Client Tax Portfolio Manager, you will be responsible for leading the tax team and overseeing the management of junior staff. You will work closely with clients to deliver exceptional client service and produce high-quality work efficiently.This role includes managing a portfolio of private clients, trusts, and partnerships,...


  • Portsmouth, Portsmouth, United Kingdom undisclosed Full time

    Job Title: Private Client Tax ManagerAbout the Role:Our client, a well-established and growing firm of accountants and Tax Advisors, is seeking an experienced Private Client Tax Manager to join their Private Client team.Key Responsibilities:Manage a portfolio of clients, ensuring excellent client service across compliance and advisory assignments.Act as the...


  • Portsmouth, Portsmouth, United Kingdom TPF Recruitment Full time

    About the JobTPF Recruitment is seeking an experienced Senior Personal Tax Advisor to join our team. As the lead in the tax team, you will be responsible for managing the private client tax portfolio, delivering exceptional client service, and producing work efficiently and effectively.You will work closely with clients, providing comprehensive personal tax...


  • Portsmouth, Portsmouth, United Kingdom Carpenter Box Full time

    Career Opportunity in Private Client ServicesWe are seeking an experienced tax professional to join our Private Client Services Team. This role is ideal for individuals looking to progress their skills and experience in a supportive environment.Key Responsibilities:Manage client portfolios and provide tax compliance servicesWork on annual tax returns and...


  • Portsmouth, Portsmouth, United Kingdom Clark Wood - Tax Recruitment Full time

    Are you a skilled tax professional looking for a new challenge? Clark Wood - Tax Recruitment is currently working with a prominent national firm of accountants who are seeking a Personal Tax Assistant Manager to join their team in Portsmouth. As a key member of the tax department, you will be responsible for managing a portfolio of private client and...


  • Portsmouth, Portsmouth, United Kingdom Clark Wood - Tax Recruitment Full time

    We are currently working with a prominent national firm of accountants who are seeking a Personal Tax Assistant Manager to join their tax department in Portsmouth. As a key member of the team, you will be responsible for managing a portfolio of private client and personal tax clients, providing ad-hoc support to partners on interesting advisory projects, and...

  • Tax Portfolio Manager

    3 weeks ago


    Portsmouth, Portsmouth, United Kingdom TPF Recruitment Full time

    About the RoleAs a Tax Portfolio Manager, you will lead our tax team and be responsible for managing junior staff and the private client tax portfolio. You will work closely with clients to help them achieve their business and personal ambitions.Key ResponsibilitiesManage the portfolio of private clients, trusts, and partnerships, delivering exceptional...

  • Tax Portfolio Manager

    2 weeks ago


    Portsmouth, Portsmouth, United Kingdom TPF Recruitment Full time

    Role OverviewAs a Senior Personal Tax Advisor, you will play a key role in managing the tax team and overseeing the private client tax portfolio. This involves providing comprehensive personal tax compliance and advisory services to clients, delivering exceptional client service, and producing work efficiently and effectively.This role requires strong...


  • Portsmouth, Portsmouth, United Kingdom Clark Wood - Tax Recruitment Full time

    Clark Wood - Tax Recruitment is pleased to announce that our partner firm is seeking a Personal Tax Assistant Manager to join their tax department in Portsmouth. As a key member of the team, you will be responsible for managing a portfolio of clients and providing tax compliance services. You will also have the opportunity to gain exposure to advisory and...


  • Portsmouth, Portsmouth, United Kingdom Clark Wood Full time

    About the RoleAs a Senior Tax Professional, you will manage a portfolio of private clients, ensuring all tax compliance matters are efficiently handled.You will prepare and review annual tax returns while providing expert tax advice tailored to client needs.Technical tax analyses and engagement with specialists when necessaryWork with local solicitors to...


  • Portsmouth, Portsmouth, United Kingdom Larcomes Legal Limited Full time

    Job Summary: We are seeking a highly skilled Solicitor/Legal Executive to join our Private Client team at Larcomes Legal Limited in Portsmouth. The successful candidate will have experience in Private Client law and be able to manage their own caseload. They must be proactive, organised with the ability to juggle multiple deadlines. This role involves...


  • Portsmouth, United Kingdom Browns Recruitment Group Full time

    Role: Float Legal Secretary Location: Southsea **Salary**: N.O.E This well-established, and reputable law firm are seeking a Legal Secretary to join their Private Client department in Southsea. The firm are known for their great legal services and are accredited for their services. The Private Client team deals with a range of areas including: Will...

  • Expert Tax Strategist

    3 weeks ago


    Portsmouth, Portsmouth, United Kingdom TPF Recruitment Full time

    Job SummaryWe are seeking a highly skilled Tax Advisory Manager to lead our private client tax portfolio and manage a team of junior staff. The successful candidate will have strong tax advisory skills and experience in managing client relationships.Key ResponsibilitiesClient ManagementManage a portfolio of private clients, trusts, and partnershipsDeliver...


  • Portsmouth, Portsmouth, United Kingdom Carpenter Box Full time

    About the OpportunityCarpenter Box is a leading firm that recognizes the positive value of diversity and promotes equality. We 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.We're looking for a...


  • Portsmouth, United Kingdom Biscoes Solicitors Full time

    Job DescriptionAre you looking to work in a prestigious law firm with a rich history and reputation for excellence? Join Biscoes, an award-winning firm providing exceptional legal services to clients across Hampshire and the Isle of Wight. If you're passionate about the law and eager to advance your career in a dynamic and rewarding setting, we want to hear...

  • Tax Manager Lead

    3 weeks ago


    Portsmouth, Portsmouth, United Kingdom Clark Wood Full time

    OverviewWe are recruiting for a driven and ambitious tax professional to join our dynamic team in Portsmouth.This is an exciting opportunity to work in a supportive environment where you can apply your tax expertise to help clients manage the complexities of the tax system and maximize their financial outcomes.