Private Client Tax Manager

Simmons Gainsford, part of the Sumer Group; Greater London; On-site; GBP 90,000 - 150,000; Full time

Job summary

Simmons Gainsford, a forward-thinking accountancy firm, seeks an experienced Private Client Tax Manager to lead a portfolio of OMB clients from its London base. You will provide strategic tax planning and wealth structuring advice, balancing compliance and advisory work with a focus on long-term client relationships.

The role emphasizes mentoring teams, cross-team collaboration (tax and audit), and contributing to business development within the Private Client practice. London-based, on-site.

Qualifications

• Must hold ACA or CTA with broad UK personal tax experience.
• Proven ability to manage high-net-worth client portfolios.
• Strong technical knowledge of personal tax, trusts and estates.

Responsibilities

• Act as principal contact for a portfolio of owner-managed business (OMB) clients, overseeing personal tax compliance.
• Lead or support advisory and compliance work across personal and corporation tax for family-owned businesses.
• Mentor and develop team members, supporting training, growth, and performance management.

Skills

UK personal tax

Client portfolio management

Tax planning

Mentoring & development

Business development

Education

ACA or CTA qualified

Job description

Department: Personal Tax

Location: London Cavendish Square

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).

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.