Private Client Tax Associate Director

RSM UK; Greater London; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

A leading advisory firm in London is seeking an Associate Director for its Private Client Tax team. This role involves managing relationships with clients, leading technical projects, and mentoring junior staff. The ideal candidate should be ACA/ACCA and/or CTA qualified with strong project management abilities and a keen interest in client handling within tax. This position offers a hybrid working model and various wellness benefits including health cover and financial wellbeing support.

Benefits

27 Days Holiday

Hybrid working

Health and wellbeing benefits

Individual healthcare cover

Access to training courses

Qualifications

• Strong understanding of tax issues relating to private clients.
• Experience managing a portfolio of personal tax compliance projects.
• Interest in mentoring junior team members.

Responsibilities

• Manage and develop client relationships.
• Lead advisory and technical projects.
• Train and develop junior team members.

Skills

Client handling

Project management

Communication and interpersonal skills

Leadership

Mentoring

Education

ACA/ACCA and/or CTA qualified

Job description

Make an Impact within our Private Client Tax team 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 Associate Director within the Private Client Tax team in London, you will take a strategic and commercial approach to managing and developing client relationships and leading exciting and varied advisory projects. You will ensure a high quality service to a range of clients whilst managing a team, inclusive of reviewing work, providing training and development in conjunction with our Talent Development Team, workforce planning, and maintaining a positive and inclusive culture, in line with RSM values. 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.

• Actively maintaining existing client relationships, whilst acting as the first contact for potential and new clients; generating and converting work with the support of Directors and Partners.
• Leading advisory and technical projects.
• Collaborating with partners 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

• ACA/ACCA and/or CTA qualified.
• Strong understanding and practical experience of the tax issues relating to a range of private clients.
• Proven experience in client handling and project management.
• Ability to lead advisory projects resulting in high quality reports 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

• 27 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.
• Individual healthcare cover.
• Access to a suite of 300+ courses on demand developed by our in house Talent Development team.

Location: London, Role: Tax

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.

The UK group of companies and LLPs trading as RSM is a member of the RSM network. RSM is the trading name used by the members of the RSM network. Each member of the RSM network is an independent accounting and consulting firm which practises in its own right. The RSM network is not itself a separate legal entity in any jurisdiction.

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