Private Client Tax Associate Director – Partnerships Location: RSM UK, City Of Bristol, England, United Kingdom Overview As an Associate Director within the Private Client Tax team, specialising in Partnerships 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, reviewing work, providing training and development in conjunction with our Talent Development Team, planning workforce, 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. Responsibilities

Actively maintain existing client relationships and act as the first contact for potential and new clients; generate and convert work with the support of Directors and Partners. Lead advisory and technical projects. Collaborate with partners to help develop new business within the team and build on existing relationships. Play an active role in developing the junior members of the team. Build relationships with all other departments to ensure all potential client needs are identified and serviced. Brief junior staff on the client’s business and the pre‑assignment instructions; supervise and control the completion of work; undertake on‑the‑job training where necessary.

Qualifications

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. Interest in mentoring and developing junior members of staff.

Benefits

27 days holiday (with the option of purchasing additional days). Hybrid working. Lifestyle, health, and wellbeing benefits 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.

Diversity & Inclusion 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 the 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, strengthening inclusion within our culture. Employment Details

Seniority level: Associate Employment type: Full‑time Role type: Business Development and Sales Industry: Accounting

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