Private Client Tax Associate Director - Family Business

RSM UK; Crawley; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Private Client Tax Associate Director specialized in Family Business Tax. This role offers the opportunity to lead diverse advisory projects, manage client relationships, and mentor junior team members. With a focus on providing high-quality service, you'll collaborate across departments to meet client needs. The firm values diversity and inclusion, fostering an environment where every team member can thrive. If you are passionate about tax advisory and enjoy working in a dynamic team, this position is perfect for you.

Benefits

27 days holiday

Hybrid working model

Wellbeing benefits

Healthcare coverage

Access to 300+ on-demand courses

Qualifications

• Strong understanding of private client tax issues and project management.
• Experience managing personal tax compliance and advisory projects.

Responsibilities

• Maintain client relationships and generate new work.
• Lead advisory and technical projects, mentoring junior staff.
• Collaborate with partners on planning projects.

Skills

CTA qualification

ACA qualification

private client tax issues

client handling

project management

communication skills

mentoring

Education

CTA or ACA qualification

Job description

Private Client Tax Associate Director - Family Business

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Private Client Tax Associate Director - Family Business

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Talent Acquisition Senior Specialist - Tax, Pay & People and Legal at RSM UK

As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with big ambitions -- we have a clear goal to become the premium adviser to the middle market, globally. This vision motivates us to improve continuously. If you are looking for a firm where you can build a future and make an impact, RSM is the place for you.

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 compliance and advisory matters. We collaborate across the firm to offer integrated services to owner-managed businesses and family offices, combining expertise in accounting, audit, and taxes.

As an Associate Director in the Private Client Tax team, specializing in Family Business Tax in London, 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 to clients while managing a team, including reviewing work, providing training, workforce planning, and fostering an inclusive culture aligned with RSM values. You will collaborate with partners on planning projects and technical assignments and participate in business development.

Your responsibilities will include:

• Maintaining existing client relationships and acting as the first contact for potential clients; generating and converting new work with support from Directors and Partners.
• Leading advisory and technical projects.
• Developing new business and strengthening existing relationships within the team.
• Mentoring junior team members.
• Building relationships with other departments to identify and meet client needs.
• Briefing junior staff on client business and instructions; supervising work; providing on-the-job training.

What we are looking for:

If you thrive on variety, enjoy learning, and connecting with people, this role is ideal. We value diverse experiences and perspectives. Our ideal candidate will have:

• CTA and/or ACA qualification or equivalent experience.
• Strong understanding of private client tax issues.
• Experience in client handling and project management.
• Ability to lead advisory projects and produce high-quality reports within budget.
• Excellent communication and interpersonal skills.
• Experience managing personal tax compliance and advisory projects, with confidence in relationship building.
• Interest in mentoring and developing junior staff.

What we offer:

• 27 days holiday (additional purchase options).
• Hybrid working model.
• Wellbeing benefits including financial tools, electric car scheme, virtual GP.
• Healthcare coverage.
• Access to 300+ on-demand courses via our Talent Development team.

At RSM, we promote diversity and inclusion, striving to create a culture where everyone feels they belong and can bring their true self to work. We believe diverse teams foster broader ideas and insights, enhancing our service to clients.