Tax Director/Partner Designate

About Us

Join Carpenter Box, one of the South East’s leading accountancy firms, where expertise meets passion and every voice matters. With over 100 years of trusted service, we’re proud to blend our deep-rooted experience with forward-thinking solutions that make a real difference to our clients. At Carpenter Box, we’re a team that values innovation, teamwork, and personal growth, where everyone’s voice counts and every idea has the potential to shape our future. Now, as we continue on an exciting journey of growth, we’re inviting a Tax Director / Partner Designate to help us take our success—and theirs—even further.

The Role

As Tax Director / Partner Designate, you’ll play a pivotal role in growing our tax services and portfolio, bringing your experience in mid-tier accountancy practice and team leadership. You’ll be responsible for delivering high-quality tax advice, managing relationships, and building a portfolio of owner-managed businesses. Working alongside partners, you’ll provide valuable advice across corporate restructuring, profit extraction, corporation tax planning, and business sales and acquisitions. You'll also have access to our in-house specialists across VAT, SDLT, trusts, and estates.

This role has been created due to the continued organic growth of our tax team and the firm as a whole.

Responsibilities would include:

• Lead and expand the Southsea tax advisory team, developing and delivering high-level tax strategies that align with the firm's broader vision.
• Support the leadership of the broader Tax Advisory Group.
• Contribute to business development by identifying opportunities, building relationships, and generating new client work.
• Produce high-impact tax reports and advisory letters that reflect both technical expertise and an understanding of diverse client needs.
• Manage client relationships, including meetings and proactive communication.
• Champion Carpenter Box in the region, engaging in industry events and activities to promote the firm and identify growth opportunities.

About You

Skills & Experience:

• Demonstrated success in leading and developing high-performing tax teams, fostering an environment of growth and collaboration.
• Deep expertise in tax advisory for owner-managed businesses, covering areas such as corporate tax, business sales, acquisitions, and corporate restructuring.
• Proven experience in business development and generating new client opportunities, with a track record of portfolio growth.
• Skilled in building and maintaining strong client relationships, with a client-first approach that prioritises trust and long-term partnership.
• High-level technical skills across tax compliance and planning, with an emphasis on accuracy and detail.
• Proficiency in leveraging technology to streamline processes and enhance client service delivery.

You may be the sort of person who:

• Proactive and innovative: You bring strategic vision and fresh, impactful ideas to lead the team and drive forward-thinking client solutions.
• Collaborative and influential: You lead by example in collaborative settings, inspiring and aligning team members and partners to achieve ambitious goals.
• Exceptional communicator: You excel in engaging with clients, stakeholders, and colleagues at all levels, translating complex tax strategies into clear, actionable insights.
• Strategic and results-driven: You identify and capitalise on opportunities to shape the direction of the team and firm, leveraging expertise to create sustainable growth.
• Resilient and adaptable leader: You navigate challenges with poise, adapting to changing demands while maintaining a solution-focused approach.

Benefits of working for Carpenter Box:

• Competitive market rate salary and bonus scheme
• Onsite car parking
• Agile working hours and office space to allow you to have a good work life balance
• Opportunity to join our private health scheme (WPA Precision Health)
• Opportunity to join the Death in Service scheme
• Carpenter Box Lifestyle Hub which offers discounts for online and hight street shops
• Growth shares

At Carpenter Box, we know that diverse perspectives make us stronger and bring fresh, innovative thinking to the table. We’re committed to building a culture where everyone can thrive, no matter their background, experience, or life situation. We encourage applications from people of all backgrounds and are proud to support flexible, hybrid working options. We’re happy to discuss your needs and explore how we can support you in doing your best work in the way that works best for you.