Sumer Group Holdings Limited

Private Client Tax Partner Department: Personal Tax Employment Type: Permanent Location: Swindon Description About Monahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years. With a network of offices across Wiltshire and Somerset, we are committed to helping businesses thrive by combining our traditional values with innovative approaches. We pride ourselves on fostering a supportive environment where professional growth and work-life balance are priorities. At Monahans, you will be part of a collaborative team that values your contributions and offers diverse career opportunities to help you achieve your professional goals. Purpose of the Role As the Private Client Tax Consultancy Director, you will play a key role in our Private Client team. You will lead the delivery of tailored tax consultancy services to our most affluent clients, ensuring their wealth planning needs are met with precision and care. This role involves managing a diverse portfolio of high net worth individuals, overseeing all aspects of their personal tax requirements. You will be responsible for delivering high-level compliance and advisory services, as well as leading and supporting ad-hoc tax projects. Your leadership will also extend to mentoring and guiding team members, ensuring that our high standards of client service are consistently met. Key Responsibilities Client Focus Maintain strong, productive relationships with clients within the team's portfolio, ensuring regular communication and handling specific tax queries. Lead and deliver on ad-hoc advisory projects, working collaboratively with the tax team. Ensure timely and accurate completion of all client assignments, including personal, trust, and corporation tax returns. Identify changes in UK Tax legislation, assessing their impact on clients, and promote relevant advisory projects. Business Development Proactively identify opportunities for additional services and generate innovative approaches to client concerns. Support the Partner in engaging new clients, contributing to marketing efforts, and expanding your professional network. Leadership Provide direction, counselling, coaching, feedback, and support to colleagues working on jobs with you as necessary. Delegate work appropriately, ensuring that employees have the required skills and knowledge to complete tasks, and provide guidance as needed. Review work done by junior members of the team, including addressing technical questions. Contribute to management meetings as required and work closely with the Corporate and Personal Tax Compliance director to ensure effective leadership across all tax functions. Skills, Knowledge and Expertise Skills and experience: Private Tax Expertise: Extensive knowledge in Inheritance Tax (IHT), Trusts, family investment companies, intergenerational planning, Capital Gains Tax (CGT), residence, and domicile. High Net Worth Client Management: Extensive experience in advising entrepreneurial and high net worth clients on wealth planning and personal tax matters. Commercial Focus: Strong commercial acumen, particularly within the private tax domain, ensuring that all advice is aligned with the client's business objectives. Proven Work Winner: Demonstrated ability to generate your own portfolio of clients, with a deep understanding of the high net worth world. Wealth Planning: Proven background in providing strategic tax advice to high net worth individuals, including families and wealth-holding vehicles such as trusts and private companies. International Taxation: Experience with international personal tax issues, including residence, domicile, and offshore trust structures. Sector Knowledge: In depth understanding of the tax implications for landowners, rural businesses, and related services. You may be the sort of person who is: Strategically Minded: Capable of providing high level tax advice that aligns with clients' long term wealth planning objectives. Detail Oriented: Meticulous in your approach to complex tax issues, ensuring accuracy and compliance. Proactive: Able to identify and pursue new business opportunities, both with existing and potential clients. Collaborative: Works effectively within a team, providing direction, coaching, and support to colleagues. Adaptable: Comfortable with evolving responsibilities and able to handle a diverse range of tasks. Benefits Competitive salary with regular benchmarking and merit based reviews. Health and wellness benefits including private health insurance, a healthcare cash plan, and an employee assistance program. Flexible working arrangements, including homeworking options and the opportunity to buy more annual leave. Generous support policies such as enhanced maternity and paternity pay, life assurance, and a pension scheme. Additional perks like the myMonahans benefits platform, volunteer leave, social events, and a cycle to work scheme. At Monahans, we are dedicated to personal and professional growth, ensuring every team member feels valued and empowered. As part of the Monahans team, you can expect: competitive salary, health and wellness benefits, flexible working arrangements, generous support policies, and additional perks. Our mission at Monahans is to use our business as a force for good by making a positive impact on our community and driving positive change in the world. We are committed to sustainable operations and encourage all our employees to contribute to our efforts in minimising waste, reducing our carbon footprint, expanding our community initiatives, upholding our ethical standards and supporting a culture that embraces difference and strengthens inclusion. We are an equal opportunities employer and do not discriminate on the grounds of gender, sexual orientation, marital or civil partner status, gender reassignment, pregnancy, maternity, race, religion or belief, disability, or age. If you require a reasonable adjustment during our recruitment process, please inform us.

A leading firm of accountants and advisers in Bath is seeking an Insolvency Manager to manage corporate insolvency cases including CVLs, MVLs, and administrations. This pivotal role involves mentoring junior staff and contributing to the firm's growth while ensuring compliance and fostering client relationships. The position offers a competitive salary, flexible working options, and clear career progression opportunities within a collaborative team culture.

Insolvency Manager Department: Restructuring Employment Type: Permanent Location: Bath Monahans, part of the Sumer Group, is a forward-thinking firm of accountants, tax specialists and business advisers with a strong reputation for delivering expert advice that truly makes a difference. With an expanding regional footprint and a fast-growing Insolvency & Recovery team, we work at the heart of complex and time critical situations, helping businesses and individuals navigate financial challenges with clarity, confidence and care. We are seeking an experienced Insolvency Corporate Manager to join our established and growing Insolvency & Recovery team. This is a pivotal role offering the opportunity to help shape and build the team, drawing on your technical expertise to deliver high quality corporate insolvency solutions. You will take ownership of a diverse corporate insolvency caseload, acting as a trusted adviser to clients and stakeholders while playing a key role in developing, mentoring and supporting junior team members. Working closely with senior leadership, you will contribute to the strategic growth of the insolvency function, helping to strengthen Monahans' market presence and reputation for excellence. Key Responsibilities Managing a portfolio of corporate insolvency cases, including CVLs, MVLs, administrations and liquidations Acting as the main point of contact for directors, stakeholders and professional advisery Overseeing case strategy, compliance, and statutory requirements Reviewing reports, statements of affairs and case documentation Mentoring and supervising junior staff, supporting their development Contributing to business development and strengthening professional networks Skills, Knowledge & Expertise CPI / JIEB qualified (or working towards JIEB) Strong experience in corporate insolvency within a professional services environment Excellent technical knowledge and attention to detail Confident communicator with strong client relationship skills Commercially aware with the ability to manage competing priorities Job Benefits Competitive salary and benefits package Flexible and hybrid working options Clear progression opportunities within a growing firm Supportive, collaborative team culture Ongoing training and professional development

A leading independent chartered accounting firm in Manchester is seeking an experienced Indirect Tax Senior Manager. You will be responsible for providing high-quality VAT advisory services, mentoring junior team members, and building strong client relationships. This role supports a collaborative environment and actively contributes to the firm's growth. The ideal candidate has significant VAT experience and ACA/CTA qualifications. This position offers a permanent contract with opportunities for personal and professional development.

Indirect Tax Senior Manager Department: Corporate Tax Employment Type: Permanent Location: Manchester Description As one of the region's leading independent chartered accountants and business advisors, Cowgills has the expertise and knowledge to provide you with a full-service offering. Our independence ensures that we can tailor our approach to suit our clients' individual needs. We have over 200 talented, committed and engaged employees, totally focused on delivering financial guidance and growth strategies to our clients. As our Indirect Tax team continues to expand, we are looking for a talented and driven Senior Manager to join us. You will be a vital part of our Indirect Tax team, responsible for delivering outstanding Indirect Tax advisory and compliance services to an active and diverse portfolio of clients. You'll work closely with the Indirect Tax Partner and other senior leaders to ensure we continue to solve our while supporting the development of our people and contributing to the firm's growth. This role can be based from Manchester and/or Bolton. Key Responsibilities Provide high-quality VAT advice to a wide range of entrepreneurial businesses Solve problems, delivering advisory projects Act as a trusted advisor to clients, building strong and lasting relationships Assist our large Corporate Finance team with transactions work Mentor and support junior team members, fostering a collaborative and inclusive environment Contribute to internal training and knowledge sharing Collaborate with partners and other service lines to identify opportunities for new business Support the development of proposals and pitches Skills, Knowledge & Expertise ACA/CTA preferred Significant experience in VAT Proven track record in delivering VAT advisory services, ideally within a practice environment Strong technical knowledge and commercial awareness Excellent communication and interpersonal skills A proactive, collaborative, and client-focused approach Passionate about developing people and contributing to a positive team culture 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. We Shine Together