Lisa Carter – Tax Manager

Tax Manager Chichester Accountants

What does your job as Tax Manager involve?

I mainly deal with personal tax and my job involves completing and submitting the annual self-assessment tax returns for all our clients which include a mixture of Company Directors, Partnerships, sole traders and Landlords. 

I also work with our Directors on tax planning to ensure our clients are extracting money from their businesses in the most tax efficient way.

What does a typical working day look like for you in your role as Tax Manager?

After making sure the children have everything they need for school and sending them off, I head to the office (or more recently my dining room) to start work for the day.  I usually start by checking my e-mails and responding to any client queries, I then work on any tax returns of other HMRC submissions due where the information has been received from the client.

What sort of challenges do you or your clients face?

The run up to the 31 January tax return filing deadline is always a challenge trying to get all the outstanding information together and the returns filed on time. 

More recently, HMRC have been extremely busy with administering the various Covid grants and support schemes meaning it can take much longer to get through on the phone and get replies to correspondence.

What do you enjoy most about working at Blue Spire?

I have great colleagues who I enjoy working with and Blue Spire have supported me all the way over the last 23 years from the early days of studying for my qualifications, to having my children and returning to work as Tax Manager with the flexibility to fit around my family life. 

Lastly, have you been binge watching or reading anything in lockdown you would recommend?

We subscribed to Netflix during the first lockdown and I binge watched Orange is the new black which I enjoyed. 

I like James Patterson books and have read most of the women’s murder club series of novels. 

As I have not been able to go to my weekly Zumba class for most of the last year due to lockdowns, I have been dancing round the living room with my 15 year old Daughter playing Just Dance, unfortunately she has much better moves than me and always wins !

If you need any help with your Tax then please do not hesitate to contact us.


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