Private Client Tax Manager

Sumer; London; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

Sumer, a leading accountancy firm in London, seeks a Private Client Tax Manager to lead their dynamic team. You will manage client portfolios, providing expert tax advice and ensuring compliance. This pivotal role offers the chance to develop client relationships and mentor team members, driving growth in the firm's private client services.

Benefits

CPD training and courses

Agile working environment

Social events and team building activities

Qualifications

• Proven experience in a private client tax management role.
• Strong depth in personal tax compliance and advisory work.
• Experience in leading projects and managing client relationships.

Responsibilities

• Manage a portfolio of private clients and oversee compliance work.
• Provide strategic tax planning and risk management advice.
• Support team members' development and mentor junior staff.

Skills

Tax planning

Client relationship management

Analytical skills

Problem-solving

Education

ACA

ACCA

CTA

Tools

CCH

Croner-i

LexisNexis

Job description

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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.

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.

The successful candidate will play a key role in managing client relationships, assisting and leading projects, and contributing to the growth of our private client tax practice.

The role entails managing all day-to-day aspects of a portfolio of private clients and although focused on compliance responsibilities there will also be opportunities to be involved with leading and supporting on tax advisory work.

Department Personal Tax Employment Type Permanent Location London Workplace type Hybrid Reporting To

Key Responsibilities

Management

• Act as principal manager contact for a portfolio of clients within the Private Client Team, taking responsibility for the review process of all compliance work relating to the client’s affairs. This may well involve working with other teams and departments.
• Liaise with the Senior Management Team in connection with the management of your client portfolio and development of tax team members as regards productivity, recovery and billing targets and training and development.
• Support the development of team members at all levels including mentoring, assisting in training, undertaking personal development reviews and improving performance and efficiency where relevant.
• Provide timely feedback on work and performance matters.
• Developing new client relationships and assisting in business development opportunities generally.
• You will be competent in all levels of personal tax and able to identify and provide planning opportunities to our clients. In order to provide an overall holistic approach this will likely include working and co-ordinating with other teams and departments.
  
  

Tax Technical

• Provide ad hoc advisory services to clients. Areas of work focused on our HNWI and OMB clients may well include the following:
• 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

• Supporting the Senior Management Team in developing and maintaining strong relationships with clients, as trusted advisor, and being able to co-ordinate and deliver the required services.
  
  

Project Management

• Manage the successful delivery of all aspects of the personal tax compliance function for a portfolio of clients.
  
  

Team Leadership

• Mentor and develop the Private Client Tax team, ensuring high standards of performance and professional growth.
  
  

Risk Management

• Identify and mitigate tax risks for clients, ensuring all work is both technically and ethically compliant having regard to professional standards.
  
  

Skills, Knowledge and Expertise

• Proven experience in a private client tax managerial role, ideally within a top 30 professional services firm.
• Relevant professional qualifications (e.g., ACA, ACCA, CTA, or equivalent).
• Deep understanding of all tax law and regulations in relation to personal tax compliance , along with a track record in undertaking client advisory work.
• Strong experience in managing client relationships and leading projects.
• 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.

Apply Now

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Other

Job function

• Job function

  Finance and Sales

• Industries

  Accounting

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