Simmons Gainsford, part of the Sumer Group
Private Client Tax Manager
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
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).
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.
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 to ensure a holistic approach to client needs.
- Identify opportunities for business development and contribute to expanding the Private Client practice.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Tax Technical Expertise:
- Advise on a range of mixed tax matters relevant to entrepreneurial family OMBs, including:
- 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.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location