Private Client Tax Manager

RSM; London; Hybrid; GBP 50,000 - 75,000; Full time

Job summary

A leading professional services firm is seeking a Private Client Tax Manager in London. The role involves managing tax compliance and advisory services, developing junior staff, and engaging with various stakeholders to improve client relationships. The firm values diverse experiences, offering a flexible benefits package and opportunities for professional growth.

Benefits

27 Days Holiday

Flexible working options

Healthcare cover

Access to 300+ courses

Financial wellbeing benefits

Qualifications

• CTA qualified preferable, or experience at Manager level.
• Strong understanding and practical experience of tax issues.
• Experience managing personal tax compliance and advisory projects.

Responsibilities

• Managing the tax compliance process for a range of clients.
• Leading technical assignments and collaborating on business development.
• Training and mentoring junior team members.

Skills

Client handling

Project management

Communication skills

Interpersonal skills

Tax compliance knowledge

Advisory experience

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 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:

1. Managing the tax compliance process for a range of varied clients.
2. Leading and delivering specialist technical assignments.
3. Collaborating with partners and directors to help develop new business within the team and build on existing relationships.
4. Playing an active role in developing the junior members of the team.
5. Building relationships with all other departments to ensure all potential client needs are identified and serviced.
6. 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.

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:

1. Managing the tax compliance process for a range of varied clients.
2. Leading and delivering specialist technical assignments.
3. Collaborating with partners and directors to help develop new business within the team and build on existing relationships.
4. Playing an active role in developing the junior members of the team.
5. Building relationships with all other departments to ensure all potential client needs are identified and serviced.
6. 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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