Private Client Tax Manager

RSM; Leeds; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading tax consultant firm in the UK is seeking a Private Client Tax Manager to manage tax compliance and advisory services for a diverse client portfolio. This role involves mentoring junior staff, leading technical assignments, and collaborating with partners to enhance business development. The ideal candidate will have strong interpersonal skills and a thorough understanding of private client tax issues. Competitive benefits include flexible working and a comprehensive training suite.

Benefits

27 Days Holiday

Healthcare cover

Access to 300+ training courses

Qualifications

• Strong understanding of private client tax issues.
• Proven tax experience producing high-quality work.
• Experience managing a portfolio of personal tax compliance.

Responsibilities

• Manage the tax compliance process for varied clients.
• Lead and deliver specialist technical assignments.
• Collaborate with partners to develop new business.

Skills

Client handling

Project management

Excellent communication

Interpersonal skills

Mentoring

Education

CTA qualified or equivalent experience

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 members of the team whilst reviewing their work. 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:

• Managing the tax compliance process for a range of varied clients.
• Leading and delivering specialist technical assignments.
• Collaborating with partners and directors 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 qualified preferable, or experience at Manager level.
• Strong understanding and practical experience of the tax issues relating to a range of private clients.
• Proven experience in client handling and project management.
• Proven tax experience in producing high quality work 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).
• Lifestyle, Health, and Wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP.
• Access to a suite of 300+ courses on demand developed by our inhouse Talent Development team.

Private Client Tax Manager

Make an Impact at RSM UK

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 members of the team whilst reviewing their work. 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:

• Managing the tax compliance process for a range of varied clients.
• Leading and delivering specialist technical assignments.
• Collaborating with partners and directors 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 qualified preferable, or experience at Manager level.
• Strong understanding and practical experience of the tax issues relating to a range of private clients.
• Proven experience in client handling and project management.
• Proven tax experience in producing high quality work 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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