Lisa Carter – Tax Manager

Tax Manager Chichester Accountants

How did you get into Accountancy?

I was always quite good with numbers so accountancy seemed like a logical route to take.  After leaving school I went on to do A-level Maths, Accountancy and Business Studies at college.

From here, I started an apprenticeship studying AAT part-time at college, while at a work placement the rest of the week.  This is when I first started working at Blue Spire (although we were called Hunt & Partners when I first started) and I’ve been here ever since.

Tax Manager

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 and sending them off, I head to the office 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. 

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 25 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. 

What hobbies do you enjoy outside of work?

I have a Labrador x spaniel and enjoy our daily walks (apart from when it’s raining and then it’s not so much fun).

Tax Manager

If I have any spare time I also like to bake or read a good book.

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


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