Private Client Tax Associate Director - Family Business

Join to apply for the Private Client Tax Associate Director - Family Business role at RSM UK

Private Client Tax Associate Director - Family Business

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Talent Acquisition Senior Specialist - Tax, Pay & People and Legal at RSM UK

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 within our Private Client Tax team 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 an Associate Director within the Private Client Tax team, specialising in Family Business Tax in London, 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 whilst managing a team, inclusive of 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 a variety of planning projects and technical assignments and be involved in business development opportunities.

You'll make an impact by:

• Actively maintaining existing client relationships, whilst 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 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.
  
  
  

• 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 whilst being confident at developing and maintaining relationships internally and externally.
• An interest in mentoring and developing junior members of staff.
  
  
  

• 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.
  
  
  

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Accounting

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