Private Client Tax Manager - Family Business

RSM; Crawley; Hybrid; GBP 45,000 - 70,000; Full time

Job summary

An established industry player is seeking a Manager for their Family Business Private Client Tax team. This role offers the chance to manage tax compliance and advisory services for diverse clients. You will lead a team, mentor junior staff, and engage in business development. With a commitment to creating a fulfilling work environment, the firm offers a flexible benefits package, including hybrid working and extensive training opportunities. If you thrive on variety and enjoy connecting with clients, this position is an excellent opportunity to make a significant impact.

Benefits

27 Days Holiday

Hybrid Working

Health and Wellbeing Benefits

Individual Healthcare Cover

Access to 300+ Courses

Qualifications

• CTA qualified or Manager level experience preferred.
• Strong understanding of tax issues for private clients.

Responsibilities

• Manage tax compliance for varied clients.
• Lead technical assignments and collaborate on business development.

Skills

Tax Compliance

Client Management

Project Management

Communication Skills

Interpersonal Skills

Mentoring

Education

CTA Qualification

Experience at Manager Level

Job description

As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with big ambitions -- we have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything we do, motivating and inspiring us to become better every day. If you are looking for a firm where you can build a future and make an impact, then RSM is the place for you.

Make an Impact 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 a Manager within the Family Business Private Client Tax team, 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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Diversity and Inclusion at RSM
At RSM, we want to create a strong sense of belonging so that people of all identities, backgrounds, and cultures feel they can bring their true self to work. Our clients come from all walks of life. We aim to achieve that same diversity of background, experience and perspective in our own teams, so that we can genuinely understand our client's needs. Diverse teams bring a broader range of ideas and insights to work. That's why we're working together to ensure our firm's principles and processes support a firm culture that embraces difference and strengthens inclusion.