Personal Tax Supervisor

At Simmons Gainsford, we are a forward-thinking accountancy and advisory firm, renowned for delivering high-quality tax, consulting and audit services to privately owned businesses and individuals.

We pride ourselves on our client-centric approach, providing tailored solutions that help clients navigate complex tax and financial challenges while building long-term relationships based on trust and expertise.

Our clients operate across a wide range of sectors and backgrounds, from entrepreneurs and business owners to high-net-worth individuals and families. We work closely with them to understand their circumstances, provide practical advice and support their personal and financial objectives.

Due to continued growth and acquisitions, we are looking for an experienced Private Client Tax Supervisor to join our team. This is an excellent opportunity for someone looking to build on their existing tax experience, take greater ownership of client relationships and develop their technical and advisory skills within a growing practice.

You will work with a varied portfolio of private clients, supporting their personal tax compliance and planning needs while gaining exposure to a broad range of tax matters. You will also have the opportunity to support and develop junior colleagues as you continue to progress your career.

Key Responsibilities

• Managing a portfolio of private clients and overseeing their personal tax compliance requirements
• Preparing and reviewing personal tax returns, ensuring accuracy and timely submission
• Responding to client queries and building strong, professional relationships
• Assisting with personal tax planning and researching technical queries, seeking guidance on more complex matters where required
• Supporting advisory work across areas such as capital gains tax, inheritance tax and succession planning
• Liaising with colleagues across tax and other service lines to ensure a joined-up approach to client needs
• Reviewing work prepared by junior colleagues and providing constructive feedback
• Supporting the training and development of junior team members
• Keeping up to date with changes in tax legislation and HMRC guidance
• Identifying opportunities to enhance client relationships and support the growth of the team

Skills, Knowledge & Expertise

• ATT qualified or studying towards ACA/CTA, or an equivalent level of relevant tax experience
• Experience working within a private client tax team in an accountancy practice
• Good technical knowledge of UK personal tax, including experience preparing and reviewing personal tax returns
• Exposure to a varied private client portfolio, including high-net-worth individuals, entrepreneurs or business owners, would be advantageous
• An understanding of wider personal tax planning matters, such as capital gains tax, inheritance tax and succession planning
• Strong organisational skills, with the ability to manage multiple assignments and meet deadlines
• Excellent communication skills and the confidence to build positive relationships with clients and colleagues
• Strong attention to detail and a commitment to producing accurate, high-quality work

Why Join Us?

At Simmons Gainsford, you will work with a diverse portfolio of private clients, gaining exposure to a broad range of personal tax and advisory matters.

You will have the opportunity to develop your technical expertise, build strong client relationships and take on greater responsibility within a growing Private Client team. Working alongside experienced tax professionals, you will receive support to continue your professional development while gaining valuable experience in advisory work and team supervision.

As part of the wider Sumer Group, you will also benefit from the opportunities and resources of a growing professional services organisation, with scope to develop your career as the team continues to expand.

If you are an ambitious private client tax professional looking for your next step, we would love to hear from you.

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.