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Department: Personal Tax
Location: London
Description
At Simmons Gainsford, we are a dynamic and forward-thinking accountancy firm, renowned for delivering high-quality tax and consulting services in addition to audits to privately owned companies.
Our clients are groups, often with an international structure. We partner with a diverse range of clients, helping them navigate complex 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.
Our Private Client team currently consists of 15 individuals including two Partners and an Associate Partner.
Key Responsibilities
Due to organic growth and expansion as a result of ongoing acquisitions, we are seeking an experienced and dynamic Private Client Manager to join our Private Client team.
The ideal candidate will possess strong technical tax knowledge and be able to provide strategic commercial advice to clients on tax planning and risk management. Experience in international tax matters, including the remittance basis, offshore trusts and relevant anti-avoidance legislation is preferred.
The successful candidate will play a key role in supporting the Senior Management Team with managing client relationships, assisting and leading projects, and contributing to the growth of our private client tax advisory practice. This will involve some business development in terms of communications with prospective clients and developing/maintaining referrer relationships. There will also be a compliance aspect to the role, involving assistance with the completion and/or review of more complex tax returns.
Tax advisory work:- Providing comprehensive tax advisory services to our HNWI, UHNWI and Entrepreneurial OMB client base on all areas of personal tax, including in relation to:
- Complex residence and domicile matters including for those coming to or leaving the UK and planning for clients as regards changes to the remittance basis and the new long term residence regime.
- Trust structuring, including the tax implications and benefits of different structures both offshore and UK.
- International tax planning for clients with cross-border interests, including understanding and advising on double taxation treaties and foreign tax credits.
- Estate planning to minimise inheritance tax liabilities and ensure efficient wealth transfer.
- In conjunction with the client’s financial advisers, devise wealth management strategies for the preservation and growth of their wealth.
- Family business advisory, including tax efficient extraction, succession planning and governance structures.
Client Management:- Develop and maintain strong relationships with clients, acting as their trusted advisor on complex tax issues.
Project Management:- Manage the successful delivery of tax advisory projects, working closely with other departments and other professionals as part of a team to provide integrated tax solutions.
Team Leadership:- Mentor and develop tax trainees, as required, ensuring high standards of performance and professional growth.
Research and Analysis:- Undertake technical research on emerging case law and changes in legislation, HMRC practice and support the Private Client team with providing insights to clients and key contacts.
Risk Management:- Identify and mitigate tax risks for clients, ensuring all advisory work is both technically and ethically compliant having regard to professional standards.
Skills, Knowledge and Expertise
- Proven experience in a private client tax advisory role, ideally within a top 30 professional services firm.
- Relevant professional qualifications (e.g., ACA, ACCA, CTA, STEP or equivalent).
- Deep understanding of tax law and regulations, along with a strong track record in private client tax advisory.
- Strong experience in managing client relationships and leading projects.
- Excellent written communication skills, particularly in letter/report writing and preparing technical content for internal or marketing purposes.
- Strong interpersonal skills and the ability to create and/or develop referrer relationships.
- Commercial mindedness and managing the financial aspects of client service, such as the provision of fee quotes, monitoring budgets/recoveries and billing.
- Excellent analytical and problem-solving abilities, with a strategic mindset.
- Strong leadership skills, with experience in team development and mentoring.
- Ability to work collaboratively in a fast-paced environment and manage multiple priorities.
- Proficiency in tax software (CCH) and tax research platforms (i.e. Croner-i/LexisNexis).
The Qualities You Bring:- You have an entrepreneurial mindset and enjoy identifying business opportunities.
- Strong communication skills, able to simplify complex tax issues for clients.
- Strong ethical standards and a commitment to maintaining confidentiality.
- You build strong networks and enjoy collaborating across teams and disciplines.
- You take pride in delivering high-quality work and exceeding client expectations.
