Private Client Tax Associate Director - Family Business

RSM; Crawley; Hybrid; GBP 150,000 - 200,000; Full time

Job summary

A consulting firm is seeking a Private Client Tax Associate Director in Crawley to lead tax advisory projects for family businesses. The ideal candidate has CTA or ACA qualifications and extensive experience in client handling and project management. The role requires strong communication skills and the ability to mentor junior staff. The firm offers a flexible benefits package and hybrid working options.

Benefits

27 Days Holiday

Hybrid working

Healthcare cover

Access to financial wellness tools

Qualifications

• Proven experience in managing a portfolio of personal tax projects.
• Ability to lead advisory projects resulting in high-quality reports.
• Interest in mentoring and developing junior staff.

Responsibilities

• Manage client relationships and ensure high-quality service.
• Lead advisory and technical projects for clients.
• Supervise and train junior staff.

Skills

Client handling

Project management

Strong communication skills

Tax issues knowledge

Education

CTA and/or ACA qualified

Job description

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Private Client Tax Associate Director - Family Business, Crawley

Client: RSM

Location: Crawley

Job Category: Other

EU work permit required: Yes

Job Reference: 7a9b0d7bd196

Job Views: 20

Posted: 12.08.2025

Expiry Date: 26.09.2025

Job Description:

Private Client Tax Associate Director - Family Business

Make an Impact within our Private Client Tax team at RSM UK

Our Private Client Team (Family Business) 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, specializing in Family Business Tax 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 high-quality service to a range of clients while managing a team, including reviewing work, providing training and development, workforce planning, and maintaining a positive and inclusive culture in line with RSM values. You will collaborate with partners on planning projects and technical assignments and be involved in business development opportunities.

You'll 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 potential client needs.
• Briefing junior staff on client’s business and pre-assignment instructions; supervising work; 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 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:

• 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 while developing and maintaining relationships internally and externally.
• An interest in mentoring and developing junior staff.

What we can offer you:

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

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