At a Glance
- Tasks: Manage client portfolios and provide strategic tax advice to Owner-Managed Businesses.
- Company: Join a forward-thinking accountancy firm known for high-quality tax and consulting services.
- Benefits: Professional development, mentorship, and opportunities for career advancement.
- Other info: Collaborative environment that values diversity and inclusion.
- Why this job: Make a tangible impact on clients while tackling complex personal and international tax challenges.
- Qualifications: ACA or CTA qualified with extensive mixed tax experience and strong client management skills.
The predicted salary is between 51750 - 63250 £ per year.
Description
At Simmons Gainsford, we are a forward-thinking accountancy firm, renowned for delivering high-quality tax and consulting services in addition to audits to privately owned businesses.
We pride ourselves on a client-centric approach, providing tailored solutions that help clients navigate financial management and compliance challenges while building long‑term, trust‑based relationships.
Our clients are from a wide range of business sectors but have a common trait of being very entrepreneurially focused.
Our role is to help them navigate complex tax, financial management and compliance challenges.
With a client‑centric approach, we provide tailored solutions to meet their unique needs, building long‑term relationships based on trust and expertise.
Due to continued growth and acquisitions, we are seeking an experienced Private Client Tax Manager to join our team, with a specific focus on Owner‑Managed Businesses (OMBs).
The successful candidate will combine strong technical tax knowledge with strategic commercial insight to advise clients on tax planning, risk management, and wealth structuring.
This role offers the opportunity to manage complex client portfolios, lead projects, and contribute to the growth and development of our Private Client practice.
- Department
- Personal Tax
- Location
- London Cavendish Square
Key Responsibilities
Client & Portfolio Management
- Act as the principal contact for a portfolio of OMB clients, overseeing all aspects of their personal tax compliance.
- Build and maintain strong relationships as a trusted advisor, providing strategic guidance on tax planning and wealth structuring.
- Coordinate closely with other teams internally (both tax and audit), as well as other external advisers where required so as to ensure a holistic approach to client needs.
- Identify opportunities for business development and contribute to expanding the Private Client practice.
Tax Technical Expertise
- Having detailed experience of the interaction between shareholder and business tax issues.
- Leading or supporting advisory and compliance work across both personal and corporation tax in respect of family‑owned businesses.
- Developing tax‑efficient extraction strategies
- An understanding of the main tax advantaged share schemes and being able to advise on employee incentivisation would be helpful
- An understanding of the Enterprise Investment Scheme so as to be able to advise and assist with advance assurance matters.
- Good awareness of succession planning and family business governance.
- Wealth preservation and growth strategies in coordination with financial advisers.
- Provide timely, accurate, and practical advice that balances tax risk management with commercial outcomes.
- Team Leadership & Development
- Mentor and develop team members, supporting their training, professional growth, and performance management.
- Review and provide feedback on teamwork, ensuring technical accuracy, compliance, and efficiency.
- Support the Senior Management Team in monitoring productivity, billing targets, and team performance.
- Project & Risk Management
- Lead the delivery of personal tax compliance and advisory projects, ensuring timely and accurate outcomes.
- Identify, assess, and mitigate tax risks for clients, ensuring work meets professional, ethical, and regulatory standards.
Skills, Knowledge & Expertise
- ACA or CTA qualified with extensive mixed tax experience, focused on issues facing HNWIs and OMBs.
- Strong technical knowledge of UK personal tax rules, including some awareness of trusts, estates, and succession planning issues.
- Proven track record of managing client portfolios and delivering high-quality advisory services.
- Commercially minded with the ability to identify planning opportunities and provide strategic guidance.
- Experienced in mentoring and developing teams, fostering a collaborative and high‑performance environment.
Why Join Us?
At Simmons Gainsford, you’ll work with a diverse portfolio of Owner‑Managed Business clients and high‑net‑worth individuals, tackling complex personal and international tax challenges.
This role offers the opportunity to lead meaningful client relationships, shape strategic tax advice, and make a tangible impact on our growing Private Client practice.
You’ll join a collaborative, high‑performing team that values professional development, mentorship, and innovation, with clear opportunities to advance your career while delivering exceptional client service.
Belong @ Sumer
At Sumer, we know everyone’s journey is different.
That’s why we’re committed to fairness, removing barriers, and giving people the support they need to do their best work.
If you need any support during the hiring process, just let us know.
- Our values represent what matters most to us and guide how we work every day:
- We Shine Together
- We Do the Right Thing
- We Make It Count
We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated.
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Private Client Tax Manager employer: Simmons Gainsford, part of the Sumer Group
Simmons Gainsford is an exceptional employer located in the heart of London, offering a dynamic work culture that fosters collaboration and professional growth. As an Audit Senior, you will benefit from diverse client exposure and robust technical development opportunities, all while being part of a supportive team that values mentorship and career progression within the Audit practice. Join us to be part of a forward-thinking firm that prioritises employee development and meaningful client relationships.
Contact Details:
Simmons Gainsford, part of the Sumer Group Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Simmons Gainsford, part of the Sumer Group, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Simmons Gainsford, part of the Sumer Group's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Simmons Gainsford, part of the Sumer Group. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Simmons Gainsford, part of the Sumer Group!
How to prepare for a job interview at Simmons Gainsford, part of the Sumer Group
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Simmons Gainsford, part of the Sumer Group.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Simmons Gainsford, part of the Sumer Group. It helps to show our commitment!
