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RSM

Edinburgh, United Kingdom

Other

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Yes

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4

29.06.2025

13.08.2025

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Private Client Tax Associate Director

Make an Impact within our Private Client Tax team 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 an Associate Director within the Private Client Tax team in Edinburgh or Glasgow, you will take a strategic and commercial approach to managing and developing client relationships and leading exciting and varied advisory projects. You will ensure a high-quality service to a range of clients while managing a team, including reviewing work, providing training and development in conjunction with our Talent Development Team, workforce planning, and maintaining a positive and inclusive culture, in line with RSM values. You will work with the partner and other colleagues on planning projects and technical assignments and be involved in business development opportunities.

You'll make an impact by:

• Actively maintaining existing client relationships, acting as the first contact for potential and new clients; generating and converting work with the support of Directors and Partners.
• Leading advisory and technical projects.
• Collaborating with partners to help develop new business within the team and build on existing relationships.
• Playing an active role in developing junior team members.
• Building relationships with other departments to ensure all potential client needs are identified and serviced.
• Briefing junior staff on the client's business and 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 and/or ACA qualified, or suitably qualified-by-experience.
• Strong understanding and practical experience of the tax issues relating to a range of private clients.
• Proven experience in client handling and project management.
• Ability to lead advisory projects resulting in high-quality reports within budget.
• Excellent communication and interpersonal skills.
• Experience managing a portfolio of personal tax compliance and advisory projects while 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 recognize that our people are our most important assets. That's why we offer a flexible reward and benefits package that will help you have a 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 in-house Talent Development team.

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Experienced hire

Permanent

EDINBURGH

Tax Job ID req9968