Private Client Tax Manager

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.

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.

Responsibilities

Client & Portfolio Management:

• Act as the principal contact for a portfolio of 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:

• Provide ad hoc advisory services to HNW clients including:

o Capital Gains Tax advice and planning.

o Advice on Inheritance Tax such as the new rules affecting pensions and businesses.

o Family Investment Companies.

o Implementing and winding up family trusts.

• 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.
• An ideal candidate should have an understanding of Inheritance Tax and the taxation of trusts.

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

• Proven track record of managing client portfolios and delivering high-quality advisory services.
• CTA qualified with extensive tax experience, focused on issues facing HNWIs.
• Strong technical knowledge of UK personal tax rules, including some awareness of trusts, estates, and succession planning issues.
• 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.

Benefits

At Simmons Gainsford, you’ll work with a diverse portfolio of private tax clients, tackling complex personal and 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 diƯerences are valued and celebrated.