Private Client Tax Manager - Family Business

RSM; Guildford; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A prominent accounting firm in Guildford is looking for a Private Client Tax Manager specialized in Family Business to oversee tax compliance and advisory services. The ideal candidate will manage various clients, mentor junior staff, and drive business development. Strong knowledge of private client tax issues is essential. This role offers a competitive benefits package, including flexible working arrangements and access to extensive training resources.

Benefits

27 days holiday

Hybrid working arrangements

Wellbeing benefits

Healthcare coverage

Access to on-demand courses

Qualifications

• Strong knowledge of tax issues related to private clients.
• Experience managing personal tax compliance and advisory projects.
• Ability to produce high-quality work within budget.

Responsibilities

• Manage tax compliance process for various clients.
• Mentor and develop junior team members.
• Lead and execute technical assignments.

Skills

Client handling

Project management

Interpersonal skills

Tax compliance knowledge

Education

CTA qualification

Job description

Private Client Tax Manager - Family Business

Make an Impact at RSM UK

Our Private Client Team (Family Business) works with individuals, trustees, partnerships, sole traders, and family businesses to manage their tax affairs, including compliance and advisory matters. We collaborate across the firm to provide comprehensive services to owner-managed businesses and family offices, combining expertise in accounting, audit, and taxes.

As a Manager in the Family Business Private Client Tax team, you will oversee and deliver high-quality tax compliance and advisory services to a diverse client base. You will also manage and mentor junior team members, review their work, and collaborate on planning projects and technical assignments, contributing to business development efforts.

Key Responsibilities:

• Manage the tax compliance process for various clients.
• Lead and execute technical assignments.
• Work with partners and directors to develop new business and strengthen existing relationships.
• Mentor and develop junior team members.
• Coordinate with other departments to identify and meet client needs.
• Brief junior staff on client businesses, supervise work, and provide on-the-job training.

Candidate Profile:

We seek individuals who thrive on variety, enjoy learning, and excel in connecting with people. If you are passionate about improving processes and have a keen eye for inefficiencies, this role is ideal for you. We value diverse experiences and perspectives. Our ideal candidate will have:

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

What We Offer:

We recognize our people as our most valuable asset and offer a flexible reward and benefits package, including:

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