Private Client Tax Associate Director - Family Business

RSM; Guildford; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

A leading tax advisory firm in Guildford is seeking a Private Client Tax Associate Director specializing in Family Business Tax. In this role, you will manage client relationships, lead advisory projects, and supervise a team. Ideal candidates will be CTA or ACA qualified with strong client handling skills and a desire to mentor junior staff. The firm offers a flexible benefits package, including hybrid working and comprehensive health benefits.

Benefits

27 Days Holiday

Hybrid working

Healthcare cover

Qualifications

• Strong understanding of private client tax issues.
• Experience managing a portfolio of tax compliance projects.
• Interest in mentoring and developing junior staff.

Responsibilities

• Maintain client relationships and manage expectations.
• Lead advisory and technical projects.
• Train and supervise junior staff.
• Develop new business opportunities.

Skills

Client handling

Project management

Excellent communication

Interpersonal skills

Tax knowledge

Education

CTA and/or ACA qualified

Job description

Social network you want to login/join with:

Private Client Tax Associate Director - Family Business, Guildford

col-narrow-left

Client:

RSM

Location:

Guildford, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

Job Views:

15

Posted:

12.08.2025

Expiry Date:

26.09.2025

col-wide

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, specialising 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 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.

You'll make an impact by:

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:

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 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:

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.

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 inhouse Talent Development team.

#LI-EE1Experienced hirePermanentLONDONTax