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- Tasks: Lead tax advisory projects and manage client relationships in a dynamic team.
- Company: Simmons Gainsford is a forward-thinking accountancy firm known for high-quality tax and consulting services.
- Benefits: Enjoy hybrid working, continuous professional development, and a supportive team culture.
- Why this job: Join a collaborative environment where you can grow your skills and make a real impact.
- Qualifications: Experience in private client tax advisory and relevant qualifications like ACA or CTA are preferred.
- Other info: We value creativity and offer opportunities for social engagement and personal development.
The predicted salary is between 43200 - 72000 ÂŁ per year.
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At Simmons Gainsford, we are a dynamic and forward-thinking accountancy firm, renowned for delivering high-quality tax and consulting services in addition to audits to privately owned companies.
Our clients are groups, often with an international structure. We partner with a diverse range of clients, helping them navigate complex 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.
Our Private Client team currently consists of 15 individuals including two Partners and an Associate Partner.
Department Personal Tax Employment Type Permanent Location London Workplace type Hybrid Reporting To
Key Responsibilities
Due to organic growth and expansion as a result of ongoing acquisitions, we are seeking an experienced and dynamic Private Client Manager to join our Private Client team.
The ideal candidate will possess strong technical tax knowledge and be able to provide strategic commercial advice to clients on tax planning and risk management. Experience in international tax matters, including the remittance basis, offshore trusts and relevant anti-avoidance legislation is preferred.
The successful candidate will play a key role in supporting the Senior Management Team with managing client relationships, assisting and leading projects, and contributing to the growth of our private client tax advisory practice. This will involve some business development in terms of communications with prospective clients and developing/maintaining referrer relationships. There will also be a compliance aspect to the role, involving assistance with the completion and/or review of more complex tax returns.
Tax Advisory Work
- Providing comprehensive tax advisory services to our HNWI, UHNWI and Entrepreneurial OMB client base on all areas of personal tax, including in relation to:
- Complex residence and domicile matters including for those coming to or leaving the UK and planning for clients as regards changes to the remittance basis and the new long term residence regime.
- Trust structuring, including the tax implications and benefits of different structures both offshore and UK.
- International tax planning for clients with cross-border interests, including understanding and advising on double taxation treaties and foreign tax credits.
- Estate planning to minimise inheritance tax liabilities and ensure efficient wealth transfer.
- In conjunction with the client’s financial advisers, devise wealth management strategies for the preservation and growth of their wealth.
- Family business advisory, including tax efficient extraction, succession planning and governance structures.
Client Management
- Develop and maintain strong relationships with clients, acting as their trusted advisor on complex tax issues.
Project Management
- Manage the successful delivery of tax advisory projects, working closely with other departments and other professionals as part of a team to provide integrated tax solutions.
Team Leadership
- Mentor and develop tax trainees, as required, ensuring high standards of performance and professional growth.
Research And Analysis
- Undertake technical research on emerging case law and changes in legislation, HMRC practice and support the Private Client team with providing insights to clients and key contacts.
Risk Management
- Identify and mitigate tax risks for clients, ensuring all advisory work is both technically and ethically compliant having regard to professional standards.
Skills, Knowledge and Expertise
- Proven experience in a private client tax advisory role, ideally within a top 30 professional services firm.
- Relevant professional qualifications (e.g., ACA, ACCA, CTA, STEP or equivalent).
- Deep understanding of tax law and regulations, along with a strong track record in private client tax advisory.
- Strong experience in managing client relationships and leading projects.
- Excellent written communication skills, particularly in letter/report writing and preparing technical content for internal or marketing purposes.
- Strong interpersonal skills and the ability to create and/or develop referrer relationships.
- Commercial mindedness and managing the financial aspects of client service, such as the provision of fee quotes, monitoring budgets/recoveries and billing.
- Excellent analytical and problem-solving abilities, with a strategic mindset.
- Strong leadership skills, with experience in team development and mentoring.
- Ability to work collaboratively in a fast-paced environment and manage multiple priorities.
- Proficiency in tax software (CCH) and tax research platforms (i.e. Croner-i/LexisNexis).
The Qualities You Bring
- You have an entrepreneurial mindset and enjoy identifying business opportunities.
- Strong communication skills, able to simplify complex tax issues for clients.
- Strong ethical standards and a commitment to maintaining confidentiality.
- You build strong networks and enjoy collaborating across teams and disciplines.
- You take pride in delivering high-quality work and exceeding client expectations.
About Simmons Gainsford
Our size and ethos means that we have a natural empathy with entrepreneurs, start-ups and growing businesses. Our client base is diverse and includes media, entertainment, retail, property, hospitality, manufacturing, recruitment, lawyers and charities. Our remit is to solve problems and create solutions so the compliance work – such as audits and tax returns – is complemented by creative business and strategic planning.
We have grown steadily over the years but not to an extent that we don’t know one another. We’re fortunate in that we have the following teams: Audit & Accounts, Corporate, Personal and Indirect Tax, Bookkeeping, Payroll, IT, HR and Internal Accounts so we can all work together to help businesses as we offer a wide range of advice and solutions.
We enjoy what we do, we love being challenged and we are always striving to improve. We’re not going to deny that it can be a demanding environment at times – but that’s a great one in which to learn and grow stronger in our knowledge – and we don’t have a late hours’ culture.
Our Partners and Managers are approachable, incredibly supportive and dedicated to providing an individual career and personal development path for all our staff. Many of them began as trainees themselves so they understand the journey ahead for our new trainees as they mentor them.
We offer CPD training throughout the year as it’s important that our clients receive the most up to date and relevant advice, and our staff are continuously learning so they are empowered by their knowledge. There is always the opportunity for individuals to suggest any ad hoc courses.
We are a sociable bunch too! As well as our annual firm-wide seasonal events, we have a social club who think of even more innovative ways to have fun throughout the year.
We also like to keep everyone updated – and share ideas – by having regular team briefings, employee focus groups and staff meetings.
Agile Working
We are an agile working organisation but we also pride ourselves on getting to know one another in person. So, whilst the majority of us can and do work remotely, we also enjoy going into the office to forge working relationships and friendships.
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Private Client Tax Manager - Advisory employer: Sumer
Contact Detail:
Sumer Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager - Advisory
✨Tip Number 1
Familiarise yourself with the latest tax laws and regulations, especially those related to private clients. This will not only help you in interviews but also demonstrate your commitment to staying updated in a constantly evolving field.
✨Tip Number 2
Network with professionals in the tax advisory space, particularly those who have experience with high-net-worth individuals. Attend industry events or webinars to build connections that could lead to referrals or insights about the role.
✨Tip Number 3
Prepare to discuss specific case studies or scenarios where you've successfully managed client relationships or led projects. This will showcase your practical experience and ability to handle complex tax issues effectively.
✨Tip Number 4
Research Simmons Gainsford's client base and their unique needs. Tailoring your conversation to reflect an understanding of their clientele will show that you're genuinely interested in contributing to their success.
We think you need these skills to ace Private Client Tax Manager - Advisory
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in private client tax advisory roles. Emphasise your technical tax knowledge, client management skills, and any experience with international tax matters.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role at Simmons Gainsford. Mention specific projects or experiences that demonstrate your ability to provide strategic commercial advice and manage client relationships.
Showcase Your Communication Skills: Given the importance of written communication in this role, include examples of reports or letters you've written in previous positions. Highlight your ability to simplify complex tax issues for clients.
Highlight Leadership Experience: If you have experience mentoring or leading teams, make sure to include this in your application. Discuss how you've contributed to team development and project management in past roles.
How to prepare for a job interview at Sumer
✨Showcase Your Technical Knowledge
As a Private Client Tax Manager, you'll need to demonstrate your strong technical tax knowledge. Be prepared to discuss complex tax issues, such as international tax matters and estate planning strategies, and provide examples of how you've successfully navigated these in the past.
✨Emphasise Client Relationship Management
Highlight your experience in managing client relationships. Discuss how you've built trust with clients and provided tailored solutions to meet their unique needs. This role requires a client-centric approach, so be ready to share specific examples of successful client interactions.
✨Demonstrate Leadership Skills
The role involves mentoring and developing tax trainees, so it's important to showcase your leadership abilities. Share experiences where you've led projects or teams, and explain how you fostered a collaborative environment to achieve common goals.
✨Prepare for Business Development Questions
Since the position involves some business development, be ready to discuss your strategies for attracting new clients and maintaining referrer relationships. Think about how you've previously identified business opportunities and contributed to growth in your past roles.
