Company Secretarial Senior

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.

Our Company Secretarial team is a busy and integral part of the firm, supporting a broad portfolio of clients across a wide range of sectors. The team works closely with colleagues across audit, accounts, tax and advisory, providing company law and governance support on a variety of matters.

We are looking for a Company Secretarial Senior with prior experience in a similar setting to join our team. You will play a key role in supporting our tax, audit, and accounting departments and the wider business, 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 is a varied role offering exposure to a wide range of responsibilities and the opportunity to build both technical knowledge and client-facing experience within a supportive team environment.

• 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 on ad hoc projects as required

• The ability to work both independently and as part of a team
• Excellent attention to detail
• Strong written and verbal communication skills
• The ability to manage deadlines and prioritise effectively
• A 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

You will be working with colleagues and clients at all levels, so being approachable, professional and confident in your communication is key.

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