Sumer

Administration

• Inputting data into systems
• Supporting the team on a day-to-day basis including client calls, emails and requesting documents/information
• Conducting electronic verification requests
• Gathering information from Companies House and other open sources
• Monitoring the shared mailbox and ensuring all client queries are answered

Administrator – 3-Month Fixed Term Contract

• 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.
• Supporting the Partner group with strategic decisions, team planning, and operational improvements.

Private Client Tax Associate – Partner

IT Support

• Lead the planning, execution, and completion of audit and accounts work, ensuring delivery is high quality, timely, and within budget.
• Review statutory accounts under UK GAAP and FRS 102, offering robust technical guidance to ensure accuracy and compliance.
• Manage, coach, and develop junior members of the team, supporting their technical growth, overseeing workflow, and leading performance discussions.
• Take responsibility for billing, WIP, and budget management across your portfolio.
• Support team wellbeing through thoughtful resourcing and day-to-day people management.
• Provide value-adding advice and insights to clients, identifying ways to improve processes or support strategic objectives
• Play an active role in business development – spotting opportunities within the portfolio and contributing to proposals.
• Support the operational success of the firm, contributing to initiatives that drive efficiency, innovation, and consistency.
• Build your portfolio and develop your business case towards future RI status.

Audit Manager

Manager

• Lead the firm’s FCP Advisory client-facing activities, ensuring processes meet regulatory requirements and align with best practice.
• Assist with devising other sources of third party revenue.
• Oversee the ROE service line, ensuring efficient and compliant handling of all ROE registrations, update statements, and removals.
• Oversee the IDV service line, ensuring all PSC’s and directors are verified in accordance with the Companies House Guidance.
• Be the key contact for providing CDD to third parties on a complex ownership structure, with overseas corporate trustees and trusts involved in the structure
• Review AML/KYC due diligence on high-risk clients and complex beneficial ownership structures.
• Submit IDV declarations to Companies House
• Act as senior lead for the ROE service line, responsible for quality assurance and regulatory compliance of all ROE submissions.
• Oversee and approve complex ownership structure analyses, ensuring accurate reporting to Companies House for ROE.
• Manage key client relationships for IDV/ROE services, providing clear, senior-level advice on regulatory obligations.
• Ensure the annual update process for ROEs is well managed, with controls to prevent missed filings and penalties.
• Liaise with regulators and Companies House on complex or disputed cases.

FCP Manager – Advisory

Communications

• Support Head of Internal Communications in planning, executing and measuring a portfolio of internal communications campaigns that bring our purpose, strategy and values to life
• Manage the evergreen content editorial calendar, and network of Sumer’s global Intranet publishers
• Lead on the design and content creation of internal campaigns
• Support the development and maintenance of key internal communications channels

Internal Communications Associate

• - Deliver a first-class service to clients, ensuring their needs are met with professionalism and efficiency.
• - Conduct all work in an ethical, professional manner in line with relevant professional standards and regulations.
• - Proactively maintain and strengthen client relationships within your portfolio, while identifying opportunities to develop new business.
• - Plan, control, and review audit assignments to ensure delivery is accurate, cost-effective, and timely.
• - Manage, supervise, and develop team members on assignments, providing clear feedback and guidance to support professional growth.
• - Produce clear, concise, and professional reports on all assignments.

Financial Planning and Analysis

• Build and launch a scalable subscription-based accounting service from the ground up, ensuring operational excellence and market competitiveness.
• Develop and lead a high-performing team to deliver efficient and high-volume outsourced accounting services, utilising both onshore and offshore resource
• Own the operational framework, including workflow automation, technology adoption, and process standardisation
• Drive commercial success by managing budgets, pricing structures, and key performance metrics to ensure profitability.
• Enhance client experience by implementing a best-in-class service model that aligns with Sumer’s brand and values.
• Monitor industry trends and adapt strategies to maintain a competitive edge
• Collaborate across Sumer Group to align marketing, sales, and technical functions for a seamless go-to-market strategy.

Head of Outsourced Finance

Attorney

• In this role you will be guiding SME businesses through the stress and uncertainty of hiring staff and support ongoing incentivisation and management.
• You will be working alongside accountancy partners across the wider Sumer group and giving employment law advice to owner-operated businesses.****
• This isn’t just a fee-earning role – we’re looking for someone commercially minded who can build client relationships and drive new opportunities. If you enjoy getting out there, building relationships and actively contributing to growing our employment offering, we’d love to hear from you!****
• Your support will cover the following areas:
• - Director, employment and consultancy agreements
• - Staff handbooks
• - Offer letters
• - Post-termination restrictions
• - Workplace disputes
• - Advice on TUPE matters
• - ACAS negotiations

Employment Solicitor

Business Development Rep

• Build and maintain strong relationships between Sumer Law and each Sumer hub.
• Identify and understand the “trigger points” for referral opportunities, such as how tax advice often triggers the need for legal support.
• Champion Sumer Law’s expertise, ensuring hubs know how and when to engage our legal services.
• Coach fee-earners on best practices for pipeline conversations and winning new business, leveraging commercial insights to drive performance and growth.
• Partner with fee-earners and marketing leads to create and manage a pipeline of opportunities, including events, content, and hub-level interactions.
• Ensure a steady flow of fee-earning work by aligning legal services with the needs of the hubs.

Head of Business Development

Marketing

• Collaborate with the senior management team to refine and strengthen the Simmons Gainsford brand.
• Champion the brand internally and externally, ensuring all communications reflect our values and market position.
• Collaborate with heads of department to implement the current marketing strategy, driving key growth through tailored tactics, while also shaping the development of next year’s strategy.
• Oversee website performance and digital marketing initiatives in partnership with our digital agency.
• Plan, write, and manage email marketing campaigns, providing clear performance reports.
• Manage social media platforms to boost engagement and enhance Simmons Gainsford’s profile.
• Raise Simmons Gainsford’s visibility by identifying and participating in relevant industry awards and events.
• Create thought leadership content, including blogs and articles.
• Plan and execute a programme of client and industry events.
• Work closely with service lines to support client acquisition and retention strategies.
• Support bid, pitch, and tender processes by developing compelling collateral and tailored presentations.
• Act as a brand ambassador, attending networking events, client functions, and business development activities to support our profile and growth.
• Support service lines in delivering successful bid and tender processes for new business opportunities.
• Manage relationships with external PR agencies, from campaign planning and briefing to performance evaluation.
• Work with design agencies to develop creative assets and marketing communications.
• Carry out ad hoc tasks to ensure smooth marketing and business development operations.

Marketing Manager

Controller

• Lead a finance team of approximately 50 covering multiple functions across the group.
• Drive transformation within the finance function, including processes and technology.
• Oversee capabilities including management account reporting, credit control, accounts payable and payroll.
• Ensure strong financial controls, attention to detail, and compliance across all areas.
• Lead on flash reporting, capital expenditure and exceptionals.
• Take accountability for the accuracy and timeliness of business unit financial reporting.
• Partner with leadership to deliver financial insight that supports decision making.
• Oversight of business unit budgeting and re-forecasting processes.
• Report directly to the Group CFO and shape the future of finance operations across hubs.

Group Financial Controller – Operations

Accountant

• As a Management Accountant, manage and maintain the financial records of HW Fisher.
• Preparation of monthly management accounts in accordance with the group reporting timetable.
• Compilation of monthly operational KPI data book.
• Perform monthly reconciliations for bank accounts, control accounts, and balance sheet items.
• Process and review internal financial transactions, including accounts payable, accounts receivable, and staff expenses.
• Assist in the preparation of statutory accounts and regulatory filings.
• Support the preparation of quarterly VAT returns and other tax compliance requirements.
• Liaise with internal departments to ensure financial information is accurate and up to date.
• Provide ad-hoc financial reports and analysis as required by senior management.

Management Accountant

Bookkeeper

• Help drive and develop an established payroll bureau.
• Provide subject matter expertise across payroll, both internally and externally for our clients.
• Lead the team in ensuring the delivery of a first-class service to clients.
• Have prior experience of implementing new systems and payroll software.
• Support and nurture other team members to aid their development.
• 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 optimize and modernize payroll processes through innovative ideas.

Payroll Manager

• Ensure the smooth operation of the firm by providing essential administrative support to colleagues and clients
• Report to the Administration Manager and be part of a team delivering a first-class client experience
• Welcome visitors to EQ and provide a friendly, professional first impression
• Answer incoming calls, directing queries to the appropriate person
• Maintain all meeting rooms to a high standard
• Provide coffee/catering to clients as required
• Open and scan incoming mail
• Maintain and update the EQ database accurately
• Produce letters, reports, and debtor statements as required
• Take minutes in sector meetings as requested
• Maintain stationery supplies for the office
• Support the Administration Manager and wider team with ad-hoc tasks
• Contribute to a positive, collaborative office environment

Administrator/Receptionist

• Manage a portfolio of clients, acting as their main point of contact.
• Oversee the preparation and review of statutory accounts, management accounts, VAT returns, and tax filings.
• Provide proactive advice on tax planning, cashflow, and business growth strategies.
• Ensure all compliance deadlines are met and work is delivered accurately and on time.
• Build and maintain strong client relationships through regular communication.
• Identify opportunities to provide added value through advisory services.
• Support new client onboarding and ensure a smooth transition.
• Stay updated on accounting standards, tax legislation, and compliance requirements.
• Collaborate with colleagues to improve processes and deliver an excellent client experience.

Client Accounts Manager

• Lead tax services tailored to the needs of SMEs, entrepreneurs, and individuals
• Build long-lasting trusted client relationships
• Spot opportunities, shape new services, and strengthen the group’s presence in your specialism
• Guide, inspire, and develop your team
• Contribute to the collective leadership of the group
• Engage with the talent pipeline and be considered for roles across Sumer hubs

Tax Partner

• Complete management of the Accounts inbox.
• Working with colleagues and suppliers daily to handle all queries
• Processing invoices using various pieces of software
• Keeping everything up to date with a focus on two payment runs per month
• Assisting in the initial preparation of tax returns, VAT & management accounts
• General financial administration on behalf of the clients
• Development of processes and procedures to accommodate business changes
• Owning the bookkeeping across several companies
• Ensuring all bank accounts are reconciled and correct
• Ensuring that different clients are treated correctly
• Learning new software as it becomes available
• Working as part of the wider bookkeeping & management team

• Remote-based Integration Manager role with requirement to travel to Sumer hubs across the UK
• Execute and develop the Group integration strategy alongside the Strategy & Integration Director
• Take ownership for managing integration activity across the Group with oversight from the Strategy & Integration Director
• Collaborate with senior stakeholders, the M&A team and functional leads to plan and execute integration activities and initiatives
• Develop standardised pre- and post-acquisition processes and drive value creation opportunities pre/post-acquisition
• Provide input into Investment Committee papers regarding value creation hypotheses for proposed acquisitions
• Monitor and report progress against integration plans, value creation and other KPIs and support senior stakeholders to address issues
• Provide guidance to firms within the Sumer Group on executing M&A activity and drive integration
• Champion innovation and technology to enhance the M&A process and improve integration efficiency

Integration Manager

Client Partner

• At EQ Accountants, part of the Sumer Group (one of the UK’s fastest-growing accountancy practices), we know our people are at the heart of everything we do. We’re a community and prioritise mentorship, learning opportunities and clear progression.
• We’re looking for an ambitious and forward-thinking Client Manager to join our team and be a trusted advisor to a portfolio of clients, offering a blend of accounting, tax, planning and advisory services.
• The role involves understanding client needs, offering tailored advice, preparing and reviewing annual accounts and tax returns, overseeing compliance and leading/mentoring junior team members.