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Secretarial Senior

Job in Dundee, Dundee City Area, DD1, Scotland, UK
Listing for: Sumer Group Holdings Limited
Full Time position
Listed on 2026-06-11
Job specializations:
  • Business
    Regulatory Compliance Specialist
Job Description & How to Apply Below
Position: Company Secretarial Senior

Company Secretarial Senior

Department: Business Advisory

Employment Type: Permanent

Location: Chichester

Description

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.

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 on ad hoc projects as required
Skills, Knowledge & Expertise
  • 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.

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Position Requirements
10+ Years work experience
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