Private Client Tax Associate Director

RSM; North East; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading tax advisory firm in Newcastle is looking for a Private Client Tax Associate Director. In this role, you will manage client relationships, lead advisory projects, and support junior team members. The ideal candidate is CTA or ACA qualified, has extensive experience in private client tax issues, and strong interpersonal skills. This position offers hybrid working and a comprehensive benefits package including health and wellbeing incentives.

Benefits

27 Days Holiday

Health and Wellbeing benefits

Access to 300+ courses

Qualifications

• Strong understanding of tax issues for private clients.
• Experience in managing a portfolio of tax compliance and advisory projects.
• Proven experience in client handling and delivering advisory projects.

Responsibilities

• Maintain existing client relationships and generate new business.
• Lead advisory and technical projects.
• Supervise junior staff and provide training.

Skills

Client handling

Project management

Tax issues for private clients

Communication

Interpersonal skills

Mentoring

Education

CTA and/or ACA qualified

Job description

Private Client Tax Associate Director

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 collaborate with colleagues across the firm to provide a comprehensive 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 Newcastle, you will adopt a strategic and commercial approach to managing and developing client relationships and leading diverse advisory projects. You will ensure high-quality service delivery to a range of clients while managing a team, including reviewing work, providing training and development in conjunction with our Talent Development Team, workforce planning, and fostering a positive and inclusive culture aligned with RSM values. You will work with partners and colleagues on various planning projects and technical assignments and be involved in business development opportunities.

You will make an impact by:

• Actively maintaining existing client relationships, 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 develop new business within the team and build on existing relationships.
• Playing an active role in developing junior team members.
• Building relationships with other departments to identify and service all potential client needs.
• Briefing junior staff on the client’s business and pre-assignment instructions; supervising and controlling work completion; and providing 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 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:

• CTA and/or ACA qualified, or suitably qualified by experience.
• Strong understanding and practical experience of tax issues relating to 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, with confidence in developing and maintaining relationships internally and externally.
• An interest in mentoring and developing junior staff members.

What we can offer you:

We recognize that our people are our most valuable assets. That’s why we offer a flexible reward and benefits package to support your fulfillment both professionally and personally.

• 27 Days Holiday (with the option to purchase additional days).
• Hybrid working.
• Lifestyle, Health, and Wellbeing benefits, including financial tools, electric car schemes, and access to a virtual GP.
• Individual healthcare cover.
• Access to over 300 courses on demand, developed by our in-house Talent Development team.

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Experience level: Experienced hire

Type: Permanent

Location: Newcastle

Application deadline: 17/07/2025