Sumer

Administration

• We are looking for a Case Administrator to join our tight-knit team.
• If you have experience in a similar role and a meticulous attention to detail, this could be the role for you!
• Managing cases from initial handover, through appointment stage to completing investigations.

Insolvency Case Administrator

People Operations

• Provide guidance on employee relations, performance management, disciplinary matters, absence management, and policy compliance.
• Assist with employee engagement initiatives to support colleague engagement.
• Coach managers in colleague development and performance management.
• Oversee payroll production, support pay reviews, and complete People and Culture administration tasks, while assisting with People and Culture groups initiatives and acquisitions.

People Partner

Operations

• Play a key role in supporting the Operations Director with the smooth day-to-day running of operations, including leading and developing our admin and onboarding teams.
• Help drive consistency across the business by ensuring operational policies and procedures are effectively embedded, particularly as we welcome new acquisitions.
• Proactively identify and deliver improvements that enhance efficiency, streamline processes, and elevate service delivery.
• Support our new acquisition network by maintaining high-quality operational data.
• Contribute to, and at times lead, the rollout of new systems and operational improvements.
• Be instrumental in integrating newly acquired acquisitions, helping deliver successful 100-day integration plans, collaborating closely with appropriate support functions to ensure this conducted smoothly and effectively.
• Champion high standards by ensuring operational procedures align with regulatory and professional requirements, working alongside compliance teams where needed.
• Get involved in a variety of operational projects across the business, from system implementations, to process enhancements and office initiatives.
• Support the oversight of premises management across our multiple locations.
• Assist in coordinating office moves, refurbishments, and workspace planning to create effective working environments.
• Help ensure our facilities and office spaces enable teams to perform at their best.
• Build strong, collaborative relationships across the business with a variety of stakeholders to drive operational success.

Operations Manager

Human Resources

• Take ownership of day-to-day HR administration across the employee lifecycle, including onboarding, contract changes, employee records and offboarding, ensuring processes are accurate and efficient.
• Maintain HR systems and employee data, ensuring high-quality administration and reliable information to support the business.
• Support the payroll process by providing data as requested.
• Work collaboratively with colleagues across the Shared Service Centre and wider People team, including supporting the Talent Acquisition team with recruitment and early careers processes.
• Support the People & Culture Business Partner and Managers with providing practical HR advice to employees and managers, supporting areas such as absence management, probation reviews, disciplinary matters and grievances.
• Support the analysis of people data such as absence and turnover, and contribute to HR projects including policy updates, process improvements and integration work.

HR Advisor

• Take ownership of our Tax Investigations service line
• Manage a portfolio of HMRC enquiries, investigations, voluntary disclosures, and dispute resolution matters across a range of taxes
• Act as the primary point of contact for clients and HMRC throughout the investigation lifecycle.
• Develop and implement strategic approaches to managing enquiries and resolving disputes efficiently.
• Prepare and review technical responses, disclosures, and settlement proposals.
• Lead negotiations with HMRC to achieve favourable outcomes for clients.
• Advise clients on tax risk management, compliance issues, and potential disclosure requirements.
• Work closely with Partners and the wider Tax team to identify opportunities for investigations work across the firm’s client base.
• Support the growth of the investigations service line through internal collaboration, client relationship management, and business development activities.
• Oversee the management and progress of investigation cases, ensuring deadlines and procedural requirements are met.
• Play a key role in building and developing a specialist Tax Investigations team as the service line grows, including mentoring and supporting junior staff.
• Contribute to internal training and raising awareness of investigations work across the firm.

Tax Investigations Manager

Manager

• You will undertake audits for a range of clients across a variety of sectors, including owner managed businesses, charities and entities within the education sector.
• You will have a can do approach and be confident managing a varied workload, you will also get the opportunity to act as a mentor and assist with the development of our trainees.
• You will be involved with managing the workflow of the audit team and play a key role in the planning, on site field work, execution and finalisation of the audit process.
• You will supervise the work of the audit team, aiming to resolve issues before escalating to the Manager/Partner for review.
• Plan audits in advance of audit fieldwork, ensuring it appropriately addresses identified risks and achieves the objectives.
• Allocate areas of responsibility within the audit team when drafting audit plans.
• Undertake audits of commercial and not-for-profit clients, leading audit teams of up to five people.
• Lead audits to ensure client timescales are met and budgets are adhered to.
• Drafting the management letter to clients, recommending improvements to their accounting systems and controls.
• When requested, review audit work performed by more junior members of the team, whilst providing verbal and written constructive feedback.
• Ensure junior members of the team understand their responsibilities, providing appropriate on-the-job training.
• Drafting individual and consolidated financial statements.
• Maintain and developing strong relationships with clients and colleague.

Audit Assistant Manager

• Own the end-to-end workflow for the Tax team: capacity planning, work allocation, progress monitoring and deadline management.
• Run weekly/monthly operational routines (workflow meetings, schedule reviews, billing cycles).
• Maintain visibility of deadlines, client commitments and resource bottlenecks; escalate risks early.
• Create structure, predictability and improved turnaround times across the team.
• Provide Partners with regular insights and reporting on workflow health and operational risks.
• Line management duties, ensuring clarity, development, productivity and performance.
• Support improvement of team culture; embed Sumer NI’s values and expected behaviours.
• Lead by example: clear communication, accountability, high standards and consistent follow-through.
• Coordinate the entire appraisal cycle: scheduling, documentation, tracking completion and nudging where needed.
• Build and maintain a training plan for all sub-teams and grades; oversee delivery and attendance.
• Set up and track coaching sessions (technical and behavioural) to support capability building.
• Support Partners and Managers with performance insights and follow-up actions.
• Own and improve the full client onboarding workflow for the Tax team, including: AML checks, Conflict of Interest reviews, Letters of Engagement (issue, renewal, tracking), Ensuring all onboarding steps are completed before work commences.

Senior Practice Workflow Manager

Events

• You’ll play a key role in supporting marketing, communications and events activity across Scrutton Bland. From content creation to event coordination, you’ll be at the heart of our marketing efforts.
• **Content & Communications**
• - Write engaging social media content and supporting daily posting activity
• - Creating internal and external communications via DotDigital and Interact
• - Assisting with monthly newsletter creation
• - Producing video content on a monthly basis
• - Updating and maintaining website content (WordPress)
• **Events & Campaigns**
• - Coordinating firm-wide events and webinars alongside the team
• - Supporting and, over time, leading smaller events such as business forums, with the opportunity to take full ownership
• - Liaising with third-party suppliers (photographers, merchandise providers, etc.)
• - Support wellbeing initiatives from a communications perspective
• **Reporting & Insights**
• - Monitoring and reporting on marketing and social media campaign performance
• - Producing monthly and quarterly performance packs

Events and Communications Assistant

• Monitoring all trusts to ensure the IHT compliance is actioned promptly, being ten yearly charges, exit charges and chargeable lifetime transfers
• Preparation of IHT returns for trusts and lifetime transfers
• Preparation of annual trust accounts for UK and offshore trusts, including charitable trusts
• Reviewing work prepared by more junior team members
• Training, supervising and mentoring junior team members, including annual appraisals
• Ensuring the department workload is accurately scheduled and managed over the course of a compliance season
• Delivering technical trust support and advice to colleagues and Partners
• Working with the Private Client Partners to identify ways to modernise and improve existing practices
• Represent the firm within the existing Sumer group for Trusts expertise