Private Client Tax Associate Director - Family Business

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

Job summary

A leading tax advisory firm in London is seeking a Private Client Tax Associate Director to manage client relationships and lead advisory projects. The ideal candidate will have a CTA or ACA qualification and solid experience in tax issues related to private clients. This role involves mentoring junior staff and ensuring high-quality service delivery within a hybrid working environment.

Benefits

27 Days Holiday

Hybrid working

Healthcare cover

Access to courses developed by Talent Development team

Qualifications

• Strong understanding of tax issues for private clients.
• Proven client handling and project management experience.
• Excellent communication and interpersonal skills.

Responsibilities

• Manage and develop client relationships.
• Lead advisory and technical projects.
• Supervise and train junior staff.

Skills

Client management

Project management

Tax knowledge

Communication skills

Education

CTA and/or ACA qualified

Job description

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Private Client Tax Associate Director - Family Business, London

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Client:

RSM

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

3f8d9f60f739

Job Views:

19

Posted:

12.08.2025

Expiry Date:

26.09.2025

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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.

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