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.
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:
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.
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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.
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.
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.
