Sumer Group Holdings Limited

Senior Tax Manager Department: Corporate Tax Employment Type: Permanent Location: Worthing Description Carpenter Box is proud to be part of the Sumer Group. We are chartered accountants, tax, and business advisers based in the Southeast. Our culture is built on collaboration, innovation, and professional excellence, where every team member is encouraged to grow, contribute, and make a real difference. We are seeking a Senior Manager to work within our Tax Advisory team. The role would be based predominantly in our Worthing office, with the flexibility to also work from home and/or our Gatwick, Brighton or Chichester offices. Our team provide tax advice across a wide variety of sectors and taxes, and you will need to have proven experience in both corporate and personal taxes. Key Responsibilities Providing clear and concise advice to your portfolio of clients, building trusted and effective relationships Work closely with non-tax fee earners across the group, including Business Services and Audit, to deliver a wide range of business tax projects Managing and reviewing complex corporation tax returns, advising on matters such as corporate reorganisations, EMI schemes, and tax planning for owner managed businesses. Advising owner managed businesses regarding remuneration planning, succession planning, CGT and IHT mitigation Delivering specialist tax advice which may include profit extraction strategies, management buy outs, and key stages of the business lifecycle. Line management responsibilities for trainees within your team, providing regular feedback and supporting their development. Skills, Knowledge & Expertise You should be an experienced tax adviser to SMEs and their owner/managers CTA qualified is advantageous, however candidates that are ATT/ACA qualified with proven experience may also be considered. At Sumer, we are committed to fostering an inclusive and diverse work environment, not just as buzzwords, but as the heartbeat of our team. Our recruitment practices reflect this commitment, welcoming individuals from all backgrounds. We prioritise creating an environment where every candidate feels respected and supported throughout the hiring process. Job Benefits Working in a relaxed, friendly, modern environment with a great team Agile working hours and office space Paid overtime or take time off in lieu if you work over your contracted hours 9% pension contributions Private Medical Insurance

A financial services company is seeking an experienced Personal Tax Senior/Supervisor based in London. The role involves managing a diverse portfolio of personal tax clients, preparing complex tax returns, and liaising with HMRC. Ideal candidates will be ATT or CTA qualified with experience in international personal tax matters. Strong communication and time management skills are essential. The anticipated start date is mid-February 2026.

A leading business advisory firm in Trowbridge is seeking a Private Client Tax Director to provide tailored tax consultancy services to high net worth individuals. The role involves managing a diverse portfolio, ensuring precise compliance and advisory services, and leading a team to deliver exceptional client care. Candidates should have extensive knowledge of inheritance tax and strong commercial acumen. This position offers competitive salary and benefits, along with opportunities for professional growth.

Audit Partner Department: Audit Employment Type: Permanent Location: London Description We are seeking an Audit Partner to join our London office. This is a key leadership opportunity for a highly experienced auditor with the vision, drive, and commercial acumen to grow and shape our large corporate client base. As an Audit Partner, you will play a pivotal role in expanding our presence in the large corporate space while continuing to deliver the highest standards of audit quality and client service. This role offers real scope to influence the strategic direction of the audit department and make a significant impact on the future growth of the firm. Key Responsibilities Lead and grow our large corporate audit offering, with a focus on developing relationships with larger, more complex businesses and groups. Build and maintain trusted relationships with key stakeholders in mid-market and large corporates, becoming a go-to advisor on audit, financial reporting, and risk management. Oversee and deliver high-quality audit services, ensuring technical compliance. Drive business development, actively identifying and converting opportunities to grow the firm's footprint in the large corporate market. Lead and mentor audit teams, promoting a high-performance culture and supporting the development of future leaders within the firm. Ensure quality and compliance across all audit engagements in line with regulatory standards and firm-wide policies. Optimise project delivery, managing large-scale audits to ensure efficiency, profitability, and high levels of client satisfaction. Contribute to strategic planning, playing a key role in the evolution of the firm's audit strategy with a specific focus on large corporates. Act as a brand ambassador, representing the firm at industry and networking events to enhance our visibility in the market. Skills, Knowledge and Expertise A qualified accountant (ACA/ACCA or equivalent) with significant post-qualified experience in a senior audit leadership role. Demonstrable success in winning and delivering audit engagements for large and complex clients. Strong technical knowledge and the ability to interpret and apply complex accounting and auditing standards. A strategic mindset with the drive to help shape and grow a practice. Excellent interpersonal and leadership skills, with the ability to inspire and develop teams. You may be the sort of person who is: Strategic Thinker: Able to see the bigger picture and align audit strategies with broader business goals. Commercially Savvy: Strong business acumen with the ability to identify growth opportunities and drive revenue. Exceptional Communicator: Capable of influencing senior stakeholders and building lasting client relationships. Resilient Leader: Adaptable and able to thrive in a fast-paced, changing environment while leading high-performing teams. Entrepreneurial Mindset: Proactive in driving innovation and contributing to the future success of the firm.

Private Client Tax Associate Partner Department: Personal Tax Employment Type: Permanent Location: Belfast Description We are seeking a forward-thinking Private Client Associate Partner to play a pivotal role in shaping the future of our Private Client practice. This is a great opportunity to step into a senior leadership position where you will drive strategic growth, lead a high-performing team, and deliver exceptional advisory services to a diverse portfolio of high-value clients. In this influential role, you will spearhead complex tax advisory projects across income tax, capital gains tax, inheritance tax, trusts, and succession planning, while serving as a trusted senior advisor to key clients. You will take the lead in developing and expanding our Private Client service line, strengthening client relationships, and contributing directly to firmwide strategy. With responsibility for mentoring and developing the next generation of talent, overseeing portfolio financial performance, and supporting the Partner group with strategic initiatives, this is a position that offers both significant impact and long-term career progression. If you're a commercially minded private client specialist with a passion for delivering bespoke tax solutions and driving strategic growth, we'd love to hear from you. Key Responsibilities Strategic leadership of the Private Client team, overseeing a diverse portfolio of high-value personal tax and estate planning clients. Driving tax advisory projects, identifying planning opportunities and leading the delivery of bespoke solutions for clients across income tax, capital gains tax, inheritance tax, trusts, and succession planning. Developing and expanding the Private Client offering, contributing to practice-wide strategy and growth initiatives. Acting as a senior point of contact for key clients, building long term trusted advisory relationships and ensuring exceptional service delivery. Overseeing complex advisory assignments, including estate planning, lifetime wealth structuring, residence and domicile matters, and cross border tax considerations. Mentoring and developing senior managers and trainees, supporting team capability building and fostering a culture of excellence. Financial oversight of the portfolio, including budgeting, forecasting, pricing, and profitability management. Contributing to business development, including networking, proposal preparation, and representing the practice in the market. Supporting the Partner group with strategic decisions, team planning, and operational improvements. Skills, Knowledge & Expertise ACA, CTA, or equivalent professional qualification. Significant experience in Private Client Tax at Senior Manager, Director, or equivalent senior advisory level. Deep expertise in personal tax, estate planning, trusts, and high net worth advisory work. Proven track record of building and managing strong client relationships at a senior level. Demonstrable experience identifying and delivering tax planning opportunities. Strong leadership capabilities with the ability to mentor, influence, and inspire teams. Excellent commercial awareness with experience contributing to firmwide growth or service line development. A proactive, strategic mindset with the ability to deliver practical, solutions focused advice. Strong organisational skills and confidence managing complex, multi faced assignments. Job Benefits Competitive salary and benefits package, including access to our employee benefits hub, with resources on health and financial well being as well as lifestyle savings. Working in an environment that fosters learning and development. Personal development programmes tailored to senior leaders, alongside high impact, on the job experience. Why Build Your Private Client Career With Us? At Sumer NI, we are proud to deliver hands on, proactive, and meaningful tax advice that helps clients shape their futures. As a Private Client Associate Partner, you will play a central role in delivering complex, high value work and shaping the strategic direction of our Private Client offering. You will have the scope to influence firmwide growth while working closely with an experienced and collaborative leadership team.

Tax Manager (R&D Tax Relief) Department: Corporate Tax Employment Type: Permanent Location: Remote Description We are looking for an experienced and detail oriented R&D Tax Manager to work remotely and oversee a portfolio of clients, ensuring the smooth processing of claims from inception to submission. In this role, you will lead a team, manage workflows, and ensure compliance with R&D criteria while maintaining high-quality reporting standards. You will also play a key role in client engagement, delivering educational seminars, improving record-keeping processes, and handling HMRC enquiries. The role is remote-based, operating as part of Sumer Northern Ireland, with responsibility for servicing clients across Great Britain. Key Responsibilities Manage portfolio of clients from inception to review Ensuring smooth processing of jobs from information collection through to submission Organise workflow to ensure prompt completion of jobs Manage team throughout the R&D process and ensure deadlines are met Organise educational seminars with clients and present either in person or via Teams Work with clients to improve their record keeping and approach Interview clients with junior staff and ensure all R&D criterion are being met Deal with any HMRC enquiries that may arise Ensure Reports are complete and of a high standard before final review by Senior Tax Manager/Director Assist in the training of junior staff Business Development Skills, Knowledge & Expertise Demonstratable experience of R&D tax relief Excellent report writing skills Comfortable in client facing role Up to date knowledge of relevant legislation and case law Experience of working as part of a team and managing staff Able to manage both staff and jobs to ensure all relevant deadlines are met Job Benefits We offer competitive salaries and benefits, including pension, benefits hub, and an agile working policy. We provide continuous training and development opportunities, as well as mentoring and coaching from senior staff. We have a diverse and inclusive culture, where you can work with colleagues from different backgrounds and perspectives. We have a strong social responsibility ethos, and we support various charities and community initiatives We have a fun and friendly atmosphere, where you can enjoy social events and team building.

Employment Solicitor Department: Law Employment Type: Permanent Location: Remote Description Sumer is a fast-growing professional services firm dedicated to championing small and medium businesses and helping communities prosper across the UK and Ireland. Sitting at the juncture of our central team, our accountancy hubs, and our clients is the rare opportunity to help build Sumer Law - a client-facing private practice within the Sumer Group. We are gaining a significant competitive advantage as we acquire accountancy practices across the UK, addressing the legal needs of our SME clients. At Sumer Law, we understand the unique legal needs of small and medium sized enterprises (SMEs) across the UK. With our commitment to innovation and client focused service, Sumer Law offers you the chance to advance your career and shape the future of legal services for SMEs across the UK. Key Responsibilities In this role you will be guiding SME businesses through the stress and uncertainty of hiring staff and supporting ongoing incentivisation and management. You will be working alongside accountancy partners across the wider Sumer group and giving employment law advice to owner operated businesses. This isn't just a fee earning role - we're looking for someone commercially minded who can build client relationships and drive new opportunities. If you enjoy getting out there, building relationships and actively contributing to growing our employment offering, we'd love to hear from you! Your support will cover the following areas: Director, employment and consultancy agreements Staff handbooks Offer letters Post termination restrictions Workplace disputes Advice on TUPE matters ACAS negotiations Skills, Knowledge & Expertise Ideally have 4+ years PQE and be confident in working autonomously on a range of employment matters. Take a proactive lead in identifying and securing new business opportunities, from both existing and new clients. Collaborate with marketing to create engaging content that shows off what we know and how we can help. Proven ability to develop and manage subscription based service models, ensuring consistent delivery and client satisfaction. Demonstrated expertise in providing comprehensive employment law advice across various sectors and industries. Experience providing joined up and consultative professional advice to founders and owner operated businesses. Strong organisational skills with the ability to efficiently manage multiple clients and matters simultaneously. You may be the sort of person who is: Possess a growth mindset: actively seeks opportunities for growth and development across the business as a whole. Continuously Improving: has a commitment to improving technical ability, industry knowledge, and personal professional performance. Client focused: maintains a genuine interest in understanding and addressing client needs and commercial objectives. Collaborative: excels in working collaboratively with colleagues to achieve shared goals and deliver exceptional results. 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.

A dynamic professional services firm in the UK is seeking an Employment Solicitor to support small and medium-sized enterprises (SMEs) with their employment law needs. This remote role involves guiding clients through hiring processes, building relationships, and contributing to the firm's growth. The ideal candidate has over 4 years of PQE in employment law and a strong client-focused mindset, committed to driving new business opportunities. Join us to shape the future of legal services for SMEs.

Indirect Tax Senior Manager Department: Corporate Tax Employment Type: Permanent Location: Manchester Cowgills is a dynamic and rapidly growing regional accounting practice with a strong reputation for delivering high-quality advice to entrepreneurial businesses, and a pivotal part of the rapidly growing Sumer Group. Our firm is built on a foundation of openness, honesty, and a people-centric culture. We believe in empowering our team, supporting professional growth, and fostering long-term client relationships. This role can be based from Manchester and/or Bolton. Description As our VAT team continues to expand, we are looking for a talented and driven VAT Senior Manager to join us. This is a fantastic opportunity to play a key role in shaping the future of our VAT offering. Key Responsibilities You will be a vital part of our VAT team, responsible for delivering outstanding VAT advisory and compliance services to an active and diverse portfolio of clients. You'll work closely with the VAT 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. Key Responsibilities Client Delivery: 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. Team Development: Mentor and support junior team members, fostering a collaborative and inclusive environment. Lead by example in delivering technical excellence and client service. Contribute to internal training and knowledge sharing. Business Development: 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.

A leading tax advisory firm in Northern Ireland is seeking a Private Client Tax Associate Partner to lead the Private Client team and oversee a diverse portfolio of high-value clients. This role involves strategic leadership, driving bespoke tax advisory projects, and contributing to firmwide growth. Candidates should have significant experience in private client tax and strong leadership capabilities. Attractive benefits and a competitive salary are offered.

A leading financial services firm in Bath is seeking a Private Client Tax Director to provide tailored tax consultancy services to high net worth individuals. This role involves managing a diverse portfolio and delivering high-level compliance and advisory services while leading a team and mentoring junior staff. The ideal candidate will have extensive knowledge in private tax and be adept at identifying new business opportunities. This position comes with a competitive salary and numerous benefits that emphasize professional growth and work-life balance.

Personal Tax Senior/Supervisor Department: Personal Tax Employment Type: Permanent Location: London Our client base is diverse (including HNWIs, Entrepreneurs, and globally mobile individuals) and you will be allocated and oversee a portfolio of personal tax clients in a hands on compliance and ad hoc advisory capacity. Please note - this role will have an anticipated start date of mid February 2026. Key Responsibilities Request Tax Return information from the client or audit team Prepare and review complex Tax Returns using CCH Liaise with HM Revenue & Customs on the client's behalf Deal with HMRC enquiries in respect of clients allocated to your portfolio Monitor WIP and raise bills in a timely fashion Identify opportunities to develop the firm's business from your portfolio Attend client meetings as appropriate Assist on consultancy projects, which will include letter and report writing to a wide range of audiences as well as meeting with clients to go through such letters and reports Undertake technical research in areas such as, but not limited to, remittance basis, capital gains tax, inheritance tax and trusts. Skills, Knowledge and Expertise ATT or CTA qualified Exposure to international personal tax matters, such as expatriate or cross border assignments. Interest in developing expertise in international personal tax alongside UK compliance and advisory work. Demonstratable tax cycle season experience Varied practical and technical personal tax knowledge IT literate including proficiency in tax return preparation software and tax research platforms (i.e. Croner-i/LexisNexis) Excellent verbal and written communication skills Time management skills and experience in meeting deadlines DESIRABLE Knowledge of CCH Personal Tax Previous experience in a client facing role Strong letter and report writing skills Confident dealing with stakeholders of varying levels Proactive approach to work and problem solving Evidence of continuous CPD

A corporate tax consultancy in Belfast is seeking an experienced Tax Manager to oversee R&D tax claims. The role involves managing a portfolio of clients, ensuring compliance, leading a team, and delivering educational seminars. The ideal candidate should have a solid understanding of R&D tax relief and excellent client-facing skills. Benefits include competitive salary, continuous development opportunities, and a diverse working culture.

Tax Manager (R&D Tax Relief) Department: Corporate Tax Employment Type: Permanent Location: Belfast Description We are looking for an experienced and detail oriented R&D Tax Manager to oversee a portfolio of clients, ensuring the smooth processing of claims from inception to submission. In this role, you will lead a team, manage workflows, and ensure compliance with R&D criteria while maintaining high-quality reporting standards. You will also play a key role in client engagement, delivering educational seminars, improving record keeping processes, and handling HMRC enquiries. Key Responsibilities Manage portfolio of clients from inception to review Ensuring smooth processing of jobs from information collection through to submission Organise workflow to ensure prompt completion of jobs Manage team throughout the R&D process and ensure deadlines are met Organise educational seminars with clients and present either in person or via Teams Work with clients to improve their record keeping and approach Interview clients with junior staff and ensure all R&D criterion are being met Deal with any HMRC enquiries that may arise Ensure reports are complete and of a high standard before final review by Senior Tax Manager/Director Assist in the training of junior staff Business Development Skills, Knowledge & Expertise Demonstratable experience of R&D tax relief Excellent report writing skills Comfortable in client facing role Up to date knowledge of relevant legislation and case law Experience of working as part of a team and managing staff Able to manage both staff and jobs to ensure all relevant deadlines are met Job Benefits We offer competitive salaries and benefits, including pension, benefits hub, and an agile working policy. We provide continuous training and development opportunities, as well as mentoring and coaching from senior staff. We have a diverse and inclusive culture, where you can work with colleagues from different backgrounds and perspectives. We have a strong social responsibility ethos, and we support various charities and community initiatives We have a fun and friendly atmosphere, where you can enjoy social events and team building.