Private Client Tax Associate Director | Newcastle upon Tyne, UK

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

Job summary

RSM seeks a Private Client Tax Associate Director in Newcastle to lead client relationships and advisory projects. The ideal candidate is CTA or ACA qualified, possesses strong tax knowledge, and has a proven track record in client management. This role offers flexibility, a comprehensive benefits package, and opportunities for professional development within a dynamic team environment.

Benefits

27 Days Holiday

Hybrid working

Healthcare cover

Access to financial wellbeing tools

Qualifications

• Strong understanding of tax issues for private clients.
• Experience in managing a portfolio of personal tax compliance.
• Ability to lead advisory projects and generate high-quality reports.

Responsibilities

• Maintain and develop client relationships and lead advisory projects.
• Supervise and train junior staff on client matters.
• Collaborate with partners to grow business within the team.

Skills

Client handling

Project management

Communication skills

Interpersonal skills

Tax knowledge

Mentoring

Education

CTA and/or ACA qualified

Job description

Private Client Tax Associate Director

Make an Impact at RSM UK

OurPrivate Client Team works with individuals, trustees, partnerships, soletraders and family businesses in managing their tax affairs both on thecompliance side and in relation to additional advisory matters. We work closely with colleagues across thefirm to provide a joined-up service to owner managed businesses and familyoffices combining expertise in accounting, audit and all relevant taxes.

Asan Associate Director within the Private Client Tax team in Newcastle, you willtake a strategic and commercial approach to managing and developing clientrelationships and leading exciting and varied advisory projects. You willensure a high-quality service to a range of clients whilst managing a team,inclusive of reviewing work, providing training and development in conjunctionwith our Talent Development Team, workforce planning, and maintaining apositive and inclusive culture, in line with RSM values. You will work with the partners and othercolleagues on a variety of planning projects and technical assignments and beinvolved in business development opportunities.

Youwill 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.

Whatwe are looking for:

Are you someonewho thrives on variety, loves learning new things, and enjoys connecting withpeople? If you can spot inefficiencies in everyday life and are passionateabout making improvements, this role is perfect for you!

We value diverseexperiences and perspectives. Here's what we're looking for in our idealcandidate:

• 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:

Werecognise that our people are our most important assets. That's why we offer aflexible reward and benefits package that will help you have fulfillingexperience, 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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Experienced hire

Permanent

NEWCASTLE

Tax

17/07/2025

London Borough of Bromley, United Kingdom

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