Private Client Tax Manager - Family Business

RSM; London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading firm in London seeks a Private Client Tax Manager to manage tax compliance and advisory services for diverse clients. The role involves mentoring junior staff while enhancing processes and optimizing client relations. With a focus on continuous improvement and collaboration, this position offers a rewarding career path.

Benefits

27 days holiday

Hybrid working arrangements

Health and wellbeing benefits

Individual healthcare coverage

Access to on-demand courses

Qualifications

• CTA qualified or Manager-level experience.
• Strong understanding of private client tax issues.
• Proven client handling and project management skills.

Responsibilities

• Managing the tax compliance process for a variety of clients.
• Leading and delivering technical assignments.
• Mentoring and developing junior team members.

Skills

Client handling

Project management

Communication

Interpersonal skills

Process improvement

Education

CTA qualified

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 in managing their tax affairs, both on the compliance side and in relation to additional advisory matters. We collaborate closely with colleagues across the firm to provide a comprehensive 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 high-quality tax compliance and advisory services to a diverse range of clients. This includes managing and developing junior team members and reviewing their work. You will work with partners and colleagues on various planning projects and technical assignments, and participate in business development opportunities.

Key Responsibilities:

1. Managing the tax compliance process for a variety of clients.
2. Leading and delivering 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 businesses, supervising work, and providing on-the-job training where necessary.

Candidate Profile:

We are looking for someone who thrives on variety, loves learning, and enjoys 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:

1. Be CTA qualified or have Manager-level experience.
2. Have a strong understanding of private client tax issues and practical experience.
3. Possess proven client handling and project management skills.
4. Be capable of producing high-quality work within budgets.
5. Have excellent communication and interpersonal skills.
6. Manage a portfolio of personal tax compliance and advisory projects, maintaining strong relationships internally and externally.
7. Have an interest in mentoring and developing junior staff.

What We Offer:

We recognize our people are our greatest assets, offering a flexible reward and benefits package to support your professional and personal growth, including:

1. 27 days holiday (with options to purchase additional days).
2. Hybrid working arrangements.
3. Health, lifestyle, and wellbeing benefits, including financial tools, electric car schemes, and virtual GP access.
4. Individual healthcare coverage.
5. Access to over 300 on-demand courses developed by our Talent Development team.

#LI-EE1
Experienced hire | Permanent | London | Tax