About the Firm
Carpenter Box is a well‑established and forward‑thinking firm of chartered accountants and business advisers, and part of the Sumer Group, a fast‑growing network of regional accountancy practices across the UK.
Department: Business Advisory
Location: Chichester
We are looking for a Company Secretarial Senior with prior experience in a similar setting to join our team. Your role will support our tax, audit, and accounting departments, working closely with Executive Assistants who handle day‑to‑day queries and routine compliance work, while acting as an escalation point for more complex matters. This varied role offers exposure to a wide range of responsibilities and the opportunity to build both technical knowledge and client‑facing experience within a supportive team environment.
Key Responsibilities
* Supporting team members in managing their client portfolios
* Maintaining and updating statutory records using company secretarial software and filing documents with Companies House
* Assisting with company compliance
* Preparing board minutes, resolutions and statutory documentation
* Responding to internal queries and carrying out company searches
* Assisting with billing, fee management and overall workflow planning within the team
* Acting as a point of contact for more complex or technical queries, providing guidance to junior team members and reviewing their work where appropriate
* Taking a hands‑on role in preparing and reviewing documentation, including share transfers, allotments, reclassifications, sub‑divisions and buy‑backs
* Driving efficiencies by improving processes and supporting the firm’s transition to more technology‑driven solutions
* Managing client relationships and internal stakeholders, ensuring a high standard of service delivery
* Supporting ad‑hoc projects as required
Skills, Knowledge & Expertise
* Ability to work both independently and as part of a team
* Excellent attention to detail
* Strong written and verbal communication skills
* Ability to manage deadlines and prioritise effectively
* Clear understanding of UK corporate law and regulatory requirements, particularly in relation to documentation drafting and corporate record keeping in accordance with UK company legislation
* Good working knowledge of Microsoft Office (Word, Excel and Outlook)
* Experience of using CoSec software would be advantageous
Equal Opportunity & Diversity Statement
At Sumer, we are committed to fostering an inclusive and diverse work environment, not just as buzzwords, but as the heartbeat of our team. Our recruitment practices reflect this commitment, welcoming individuals from all backgrounds. We prioritise creating an environment where every candidate feels respected and supported throughout the hiring process. Everyone is unique and we understand that each individual may have distinct needs to showcase their best selves during interviews. Our commitment is to offer personalised support for all.
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