Private Client Assistant Manager

RSM; Guildford; On-site; GBP 45,000 - 55,000; Full time

Job summary

A leading tax advisory firm in Guildford is seeking a Private Client Assistant Manager. In this role, you will manage tax compliance and advisory services for diverse clients, lead technical projects, and mentor junior team members. Ideal candidates should have tax experience and excellent communication skills, contributing to business development and client relationship management. The position offers a flexible benefits package and opportunities for professional growth.

Benefits

26 Days Holiday

Hybrid working

Access to wellness programs

Qualifications

• Experience at Assistant Manager level or equivalent.
• Understanding of tax issues for private clients.
• Ability to produce high-quality work within budget.

Responsibilities

• Manage the tax compliance process for clients.
• Deliver specialist technical assignments.
• Develop junior team members.

Skills

Tax compliance process management

Client handling

Excellent communication skills

Project management

Mentoring junior staff

Education

CTA qualified

Job description

Private Client Assistant Manager

Make an Impact at RSM UK

Our Private Client Team works with individuals, trustees, partnerships, sole traders and family businesses in managing their tax affairs both on the compliance side and in relation to additional advisory matters. We work closely with colleagues across the firm to provide a joined‑up service to owner‑managed businesses and family offices, combining expertise in accounting, audit and all relevant taxes.

As an Assistant Manager within the Private Client Tax team in London, you will manage and deliver a thorough and high‑quality tax compliance and advisory service to a range of clients. This includes managing and developing more junior members of the team whilst reviewing their work. You will work with the partner and other colleagues on a variety of planning projects and technical assignments and be involved in business development opportunities.

Responsibilities

• Managing the tax compliance process for a range of varied clients.
• Leading and delivering specialist technical assignments.
• Collaborating with partners and directors to help develop new business within the team and build on existing relationships.
• Playing an active role in developing the junior members of the team.
• Building relationships with all other departments to ensure all potential client needs are identified and serviced.
• Briefing junior staff on the client’s business and the pre‑assignment instructions; supervising and controlling the completion of work; and undertaking ‘on the job’ training where necessary.

Qualifications

• CTA qualified preferable, or experience at Assistant Manager level.
• Understanding and practical experience of the tax issues relating to a range of private clients.
• Experience in client handling and project management.
• Tax experience in producing high quality work within budget.
• Excellent communication and interpersonal skills.
• Experience managing a portfolio of personal tax compliance and advisory projects whilst being confident at developing and maintaining relationships internally and externally.
• An interest in mentoring and developing junior members of staff.

We recognise that our people are our most important assets. That’s why we offer a flexible reward and benefits package that will help you have a fulfilling experience, both in and out of work.

Benefits

• 26 Days Holiday (with the option of purchasing additional days).
• Hybrid working.
• Lifestyle, Health, and Wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP.
• Access to a suite of 300+ courses on demand developed by our inhouse Talent Development team.