Private Client Tax Manager

RSM; Guildford; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

A leading company is seeking a Manager in the Private Client Tax team located in Guildford to deliver high-quality tax compliance and advisory services. The role involves managing a diverse client portfolio, mentoring junior staff, and participating in business development initiatives. Ideal candidates will have strong tax knowledge and proven project management skills, making an impact in a supportive environment with excellent career development opportunities.

Benefits

27 days holiday

Flexible working arrangements

Wellbeing benefits

Access to 300+ on-demand courses

Qualifications

• Practical experience with private client tax issues.
• Experience managing personal tax compliance and advisory projects.
• Excellent interpersonal skills.

Responsibilities

• Manage tax compliance for a varied client portfolio.
• Lead technical assignments and mentor junior staff.
• Collaborate to develop new business opportunities.

Skills

Communication

Project Management

Client Handling

Mentoring

Education

CTA qualification

Job description

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Our Private Client Team 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 a Manager within the Private Client Tax team in London, Guildford, or Gatwick, you will manage and deliver a thorough and high-quality tax compliance and advisory service to a range of clients. This includes managing and developing more junior team members while reviewing their work. You will collaborate with partners and colleagues on planning projects and technical assignments and participate in business development opportunities.

You’ll make an impact by:

1. Managing the tax compliance process for a varied client portfolio.
2. Leading and delivering specialist technical assignments.
3. Collaborating with partners and directors to develop new business and strengthen existing relationships.
4. Mentoring and developing junior team members.
5. Building relationships with other departments to identify and meet client needs.
6. Briefing junior staff on client business and pre-assignment instructions; supervising work; providing on-the-job training as needed.

What we are looking for:

Are you someone who thrives on variety, loves learning, and enjoys connecting with people? If you can identify inefficiencies and are passionate about improvement, this role is ideal for you!

We value diverse experiences and perspectives. Our ideal candidate will have:

• CTA qualification preferred, or equivalent experience at Manager level.
• Strong understanding and practical experience of tax issues related to private clients.
• Proven client handling and project management skills.
• Experience producing high-quality work within budget constraints.
• Excellent communication and interpersonal skills.
• Experience managing personal tax compliance and advisory projects, with confidence in relationship management.
• An interest in mentoring and developing junior staff.

What we can offer you:

We recognize our people as our greatest asset. Our flexible reward and benefits package is designed to support your personal and professional fulfillment.

• 27 days holiday (with purchase options).
• Hybrid working arrangements.
• Wellbeing benefits including financial tools, electric car scheme, and virtual GP access.
• Access to 300+ on-demand courses developed by our Talent Development team.

Make an Impact at RSM UK

Our Private Client Team works with individuals, trustees, partnerships, sole traders, and family businesses to manage their tax affairs, both compliance and advisory. We collaborate across the firm to provide comprehensive services, combining expertise in accounting, audit, and taxes.

As a Manager in our Private Client Tax team in London, Guildford, or Gatwick, you will oversee high-quality tax compliance and advisory services, manage and develop junior staff, and participate in planning and business development projects.

You’ll make an impact by:

1. Managing the tax compliance process for a diverse client base.
2. Leading technical assignments.
3. Developing new business and nurturing existing relationships.
4. Supporting the development of junior team members.
5. Coordinating with other departments to meet client needs.
6. Briefing and supervising junior staff, and providing training where needed.

What we are looking for:

If you enjoy variety, learning, and connecting with people, and are passionate about improving inefficiencies, this role is perfect for you!

Ideal candidates will have:

• CTA qualification preferred, or Manager-level experience.
• Practical experience with private client tax issues.
• Client handling and project management experience.
• High-quality work production within budgets.
• Excellent communication skills.
• Experience managing personal tax projects and relationships.
• Interest in mentoring junior staff.

What we can offer you:

A flexible benefits package supporting your work-life balance and wellbeing, including:

• 27 days holiday (additional purchase options).
• Hybrid working.
• Wellbeing benefits such as financial tools, electric car scheme, virtual GP.
• Individual healthcare cover.
• Access to 300+ courses on demand from our Talent Development team.

#LI-EE1 Experienced hire Permanent LONDON Tax

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Created on 02/07/2025 by TN United Kingdom