Private Client Assistant Manager - Partnerships

RSM UK; London; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking an Assistant Manager for their Private Client Partnerships Tax team. This role offers the chance to manage tax compliance and advisory services for a diverse client base while mentoring junior staff. You will collaborate with partners on various planning projects and be instrumental in business development efforts. The firm values diverse experiences and is committed to creating a flexible and supportive work environment. If you thrive on variety and enjoy connecting with people, this opportunity is perfect for you.

Benefits

26 Days Holiday

Hybrid Working

Financial Wellbeing Benefits

Access to 300+ Courses

Qualifications

• Experience in tax compliance and advisory for private clients.
• Strong project management and client handling skills.

Responsibilities

• Manage tax compliance processes for diverse clients.
• Lead technical assignments and develop junior team members.

Skills

Tax Compliance

Client Handling

Project Management

Communication Skills

Interpersonal Skills

Mentoring

Education

ACA or CTA Qualified

Job description

Make an Impact at RSM UK

Our Private Client Partnerships team work 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 Partnerships Tax team 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.

You’ll make an impact by:

• 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.

What we are looking for:

Are you someone who thrives on variety, loves learning new things, and enjoys connecting with people? If you can spot inefficiencies in everyday life and are passionate about making improvements, this role is perfect for you!

We value diverse experiences and perspectives. Here’s what we’re looking for in our ideal candidate:

• ACA or CTA qualified
• 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.

What we can offer you:

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 fulfilling experience, both in and out of work.

• 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.

Working here

Thousands of personalities make up RSM and we believe the power of being you, is the power of being understood. Every member of our team brings unique insights and a passion for the middle market companies we champion.

As one of the world’s largest networks of audit, tax and consulting firms, we deliver the big ideas and services that help middle market organisations thrive. Our global network spans more than 120 countries, but our passion is always the same: to help our clients move forward with confidence.

At RSM, we care about our people, it’s what shapes us. No two people are the same, which is why our approach is tailored to their specific needs, beyond the nine-to-five.