Sumer

Bookkeeper

• Maintain purchase and sales ledgers, bank reconciliations and payment runs.
• Process invoices, receipts and client transactions accurately.
• Support month-end processes and assist with management accounts.
• Resolve client queries and build strong working relationships.
• Ensure financial records are accurate and deadlines are met.

• Managing a portfolio of high-net-worth individuals, families, trusts, and business owners, building trusted and effective client relationships.
• Providing advice on estate planning, inheritance tax planning, capital gains tax planning, trusts, and succession planning.
• Managing and reviewing complex self-assessment tax returns, trust tax returns, and related compliance obligations.
• Advising clients on wealth preservation strategies and opportunities to mitigate inheritance tax and capital gains tax liabilities.
• Supporting clients with trust creation, administration, and taxation matters.
• Identifying tax planning opportunities and delivering practical, commercially focused advice tailored to clients' objectives.
• Working closely with Partners and colleagues across the wider business to deliver integrated tax and financial planning solutions.
• Assisting with the implementation of advisory projects and maintaining high technical standards across the portfolio.
• Line management responsibilities for junior members of the team, providing regular feedback and supporting their development.

Tax Manager – Private Client

• 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.
• Advice and implementation of corporate reconstructions, investor reliefs such as EIS/SEIS, staff incentive schemes
• Advising owner managed businesses regarding remuneration planning, succession planning, CGT and IHT mitigation
• Reviewing complex corporation tax computations and returns
• 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.

Tax Manager – Advisory

Payroll

• Provide subject matter expertise across payroll, both internally and externally for our clients
• Able to deal with advanced and complex queries from both our clients and members of the payroll team
• Line manager and support team members on a daily basis, identifying opportunities to further develop and train.
• Have prior experience of implementing new systems and payroll software
• Build and maintain relationships with a diverse portfolio of clients.
• Leverage expertise across all aspects of payroll processing, from data input to report generation.
• Identify opportunities to optimise and modernise payroll processes to aid efficiencies
• Support the Head of Payroll which may involve client queries, projects, or day to day operational requirements

Payroll Manager

Financial Planning and Analysis

• Produce accurate and timely monthly management accounts, including P&L, balance sheet and cash flow reporting, alongside insightful variance analysis and commentary.
• Lead, develop, and support the finance team, creating a high-performing environment that delivers excellent financial stewardship and business support.
• Lead budgeting, forecasting, and financial planning activities, providing robust KPI reporting and performance analysis to support decision-making.
• Partner with the Managing Partner, leadership team, and operational managers to translate financial data into meaningful insight, drive accountability, and influence strategic decision-making.
• Take ownership of all group reporting requirements within a complex, multi-entity environment, ensuring accurate and timely submissions whilst collaborating with the Group Senior FP&A Manager to align reporting and business strategy.
• Operate within an audited environment, overseeing statutory accounts preparation, maintaining strong financial controls, and ensuring compliance with regulatory and reporting requirements.
• Drive continuous improvement across financial systems, processes, and controls, while supporting business growth, acquisitions, integrations, and the ongoing scalability of the organisation.

Finance Business Partner

Marketing

• Are you a commercially minded marketer who enjoys building strong relationships and influencing business growth? As a Marketing Business Partner, you'll work at the heart of the business, connecting regional priorities with the wider Sumer marketing strategy to deliver meaningful results.
• Partnering closely with hub leadership teams, local marketing colleagues, and Sumer Group stakeholders, you'll act as the bridge between local initiatives and the national marketing function, ensuring marketing activity is aligned, effective, and delivers measurable impact.
• This is a varied and fast-paced role that combines strategic thinking with hands-on delivery. You'll use your marketing expertise and stakeholder engagement skills to drive business growth, strengthen brand presence, support client acquisition, and ensure marketing activity across your region is both impactful and commercially focused.

Marketing Business Partner

• Assist in managing a mixed portfolio of personal and corporate tax clients
• Prepare and review a range of tax returns
• Maintain strong client relationships
• Supervise junior staff
• Ensure all work meets internal quality and compliance standards
• Gain an introduction to advisory assignments

Tax Associate Manager

• 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

Tax Manager – R&D Tax Relief

• Providing strategic leadership of the Private Client practice, with overall responsibility for a diverse portfolio of high-value personal tax, estate planning, and wealth advisory clients.
• Acting as the lead advisor on complex and high-risk matters, including estate planning, lifetime wealth structuring, trusts, residence and domicile, and cross-border tax issues.
• Setting and delivering the strategic growth plan for the Private Client service line, aligned to firmwide objectives.
• Owning and developing key client relationships, operating as a trusted advisor at the most senior level and ensuring consistently high standards of service delivery.
• Driving business development activity, including networking, market presence, thought leadership, and proposal leadership.
• Leading, mentoring, and developing senior managers and future leaders within the team, fostering a high-performance and collaborative culture.
• Contributing to firmwide Partner discussions, strategic initiatives, and operational improvements across the wider practice.

Private Client Tax Partner

Affiliate Manager

• Client focus: delivering high-quality audit services tailored to SMEs, mid-sized businesses, and larger groups, while building long-term trusted relationships.
• Business growth: developing new opportunities, shaping our audit services, and strengthening the group’s presence in the market.
• Leadership: guiding, inspiring, and developing your team, while contributing to the collective leadership of the group.
• Audit quality: ensuring rigorous compliance with professional standards (UK GAAP, IFRS, and relevant regulations), while driving technical excellence across engagements.

Audit Partner

• Support the direction and development of the audit practice in line with Sumer NI’s broader vision and objectives.
• Provide trusted, hands-on support to our SME clients, offering tailored insights that add real value.
• Contribute to growth by identifying new opportunities, building networks, and supporting bids and proposals.
• Mentor and develop audit teams, championing a culture of continuous learning, collaboration, and technical excellence.
• Uphold rigorous audit standards, ensuring full compliance with IFRS, UK GAAP, and relevant regulations.

Audit Associate Partner

• Provide administrative and technical support to the Tax Investigations team.
• Assist in managing and progressing HMRC enquiries and investigations from start to finish.
• Draft letters and documentation for HMRC and clients under supervision.
• Gather, review and analyse client records and information to support investigation cases.
• Support the preparation of voluntary disclosures and settlement calculations.
• Maintain accurate and up-to-date case files and internal systems.
• Liaise with clients, HMRC and internal teams in a professional and timely manner.
• Conduct research on tax legislation and HMRC guidance as required.
• Support the wider Tax team with ad-hoc queries and project work.

Tax Investigations Assistant

IT Support

• - Managing a diverse portfolio of private sector audit clients
• - Identifying audit risks and developing strategies to mitigate them
• - Ensuring compliance with relevant audit standards and regulations
• - Training and mentoring team members, developing their professional skills
• - Building and maintaining trusted client relationships
• - Overseeing the financial management of your portfolio
• - Contributing to the firm’s Business Development initiatives

Corporate Audit Manager

• 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.

Bookkeeper

Tax Manager – Private Client

Tax Manager – Advisory

Payroll Manager

Finance Business Partner

Marketing Business Partner

Tax Associate Manager

Tax Manager – R&D Tax Relief

Private Client Tax Partner

Tax Manager – R&D Tax Relief

Audit Partner

Audit Associate Partner

Tax Investigations Assistant

Corporate Audit Manager

Private Client Tax Senior Manager – Associate Partner