Private Client Tax Manager

Department: Personal Tax

Location: London Cavendish Square

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).

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:

• 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.

• ACA or 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.

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…