Sumer Group Holdings Limited

Private Client Tax Manager Department: Personal Tax Employment Type: Permanent Location: London 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 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. Skills, Knowledge & Expertise ACA/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.

Administrator Department: Administration Employment Type: Permanent Location: Bolton Description At Cowgills, part of the Sumer Group (one of the UK's fastest-growing accountancy practices), we know our people are at the heart of everything we do. We're not just colleagues - we're a community. Our ethos, With You, means when our team thrives, our clients do too. We're committed to creating an environment where you can grow professionally and personally, with access to mentorship, learning opportunities, and a clear path for progression. We're looking for an Administrator who will play a key role in ensuring the smooth operation of the firm by providing essential administrative support to colleagues and clients. Reporting to the Administration Manager, you will be part of a team that upholds high standards and helps deliver a first-class client experience. Previous experience in a professional services environment is essential. Key Responsibilities Admin support for the firm Onboarding process including money laundering checks Sending documents via Docusign for signature Setting up new companies as requested Typing of letters, emails and reports Photocopying and scanning as required Emailing bills to clients Sending out registered office post Zoom meetings Meeting bookings as required Dealing with some company secretarial matters via a Cosec database as instructed by Compliance team Any other admin tasks as required Maintain and update the Cowgills database accurately Produce letters, reports, and debtor statements as required Take minutes in sector meetings as requested Maintain stationery supplies for the office Support the Administration Manager and wider team with ad-hoc tasks Contribute to a positive, collaborative office environment Skills, Knowledge & Expertise Experience in a professional services environment is essential Strong organisational and multitasking abilities Excellent written and verbal communication skills Proficiency in Microsoft Office and other standard office software Attention to detail and accuracy in all tasks Discretion and ability to handle sensitive or confidential information Prior experience as an Administrative Assistant or similar role Familiarity with office equipment (printers, scanners, videoconferencing tools) Job Benefits 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 leading accountancy practice in Bolton seeks an Administrator to support firm operations. This role provides essential administrative assistance for onboarding, document handling, and communication with clients. Candidates must possess relevant experience in a professional setting and demonstrate strong organizational and communication skills. The environment is collaborative and committed to inclusivity and growth.

A prominent tax consultancy in Belfast is seeking an experienced Tax Manager to oversee the R&D tax relief portfolio. This role involves managing client workflows, ensuring compliance with R&D criteria, and delivering educational seminars. The ideal candidate will have demonstrable experience in R&D tax relief and excellent report writing skills. The company offers a competitive salary and a supportive working environment focused on continuous training and development.

A leading accountancy practice in Bath is inviting applications for its Early Careers Trainee Programme starting August 2026. The role offers trainees the opportunity to gain practical experience with various clients while pursuing professional qualifications such as AAT or ACA. You will work within a supportive team, developing valuable skills in a collaborative environment dedicated to career growth and learning. Ideal candidates will have a strong academic background and be enthusiastic about starting a career in accountancy.

A growing accountancy practice in Taunton is seeking an Early Careers Trainee to join their team. This role offers a permanent training contract starting in August 2026. You'll gain practical experience and professional study support toward qualifications like AAT or ACA. Candidates should have strong A-Level or equivalent background, including good GCSEs in English and Maths. This is a fantastic opportunity to develop skills in a collaborative environment while working with a diverse range of clients.

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.

A fast-growing accountancy practice in Swindon is seeking an Early Careers Trainee to join their team. This role offers valuable training and the chance to gain practical experience while studying towards professional qualifications such as AAT or ACA. The practice prides itself on a collaborative culture, where trainees are encouraged to take ownership and progress quickly in their careers. Applications close on April 22nd, 2026, for a position starting in August 2026. Don't miss the opportunity to grow your career in a supportive environment.