Tax Manager – Private Client

Sumer

Senior Manager in Tax Advisory at Carpenter Box, managing high-net-worth clients and providing expert tax advice. Leading a team in estate and succession planning with a hybrid work environment.

Posted 6/23/2026full-timeCrawley • 🇬🇧 United KingdomMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

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.
If you need any support during the hiring process, just let us know.
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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

estate planninginheritance tax planningcapital gains tax planningtrustssuccession planningself-assessment tax returnstrust tax returnstax planningwealth preservation strategiescompliance obligations

Soft Skills

client relationship managementcommunication skillsrelationship-building skillsteam managementfeedback provisionsupporting development

Certifications

CTAATTACAACCA