Private Client Assistant Manager - Partnerships in Leeds

Private Client Assistant Manager - Partnerships in Leeds

Leeds Full-Time 45000 - 55000 £ / year (est.) Home office (partial)
RSM UK Group LLP.

At a Glance

  • Tasks: Manage tax compliance for diverse clients and lead specialist assignments.
  • Company: Join a dynamic firm focused on client partnerships and innovative solutions.
  • Benefits: Enjoy 26 days holiday, hybrid working, and wellness perks.
  • Other info: Embrace a culture of diversity and inclusion while developing your career.
  • Why this job: Perfect for those who love variety, learning, and connecting with people.
  • Qualifications: ACA or CTA qualified with experience in tax and client management.

The predicted salary is between 45000 - 55000 £ per year.

Our Private Client Partnerships team works with individuals, trustees, partnerships, sole traders and family businesses to manage 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.

Responsibilities

  • Managing the tax compliance process for a range of varied clients.
  • Leading and delivering specialist technical assignments.
  • Collaborating with partners and directors 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.

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!

Qualifications

  • ACA or CTA qualified.
  • Understanding and practical experience of the tax issues relating to a range of private clients.
  • Experience in client handling and project management.
  • Tax experience in producing high quality work within budget.
  • Excellent communication and interpersonal skills.
  • Experience managing a portfolio of personal tax compliance and advisory projects while developing and maintaining relationships internally and externally.
  • An interest in mentoring and developing junior members of staff.

Benefits

  • 26 days holiday, with the option of purchasing additional days.
  • Hybrid working.
  • Lifestyle, health and wellbeing benefits including financial wellbeing tools, an electric car scheme and access to a virtual GP.
  • Access to a suite of 300+ courses on demand developed by our in‑house Talent Development team.

Diversity and Inclusion

RSM is committed to creating a strong sense of belonging so that people of all identities, backgrounds, and cultures can bring their true selves to work. We aim to achieve diversity of background, experience and perspective in our teams to help us understand our clients’ needs. Diverse teams bring a broader range of ideas and insights to work and strengthen inclusion.

Private Client Assistant Manager - Partnerships in Leeds employer: RSM UK Group LLP.

At RSM, we pride ourselves on being an exceptional employer, offering a dynamic work environment where collaboration and professional growth are at the forefront. Our Private Client Partnerships team not only provides comprehensive tax compliance and advisory services but also fosters a culture of mentorship and continuous learning, ensuring that every team member has access to over 300 courses for personal and professional development. With benefits like hybrid working, generous holiday allowances, and a commitment to diversity and inclusion, RSM is dedicated to creating a workplace where everyone can thrive and contribute meaningfully.

RSM UK Group LLP.

Contact Details:

RSM UK Group LLP. Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Private Client Assistant Manager - Partnerships in Leeds

Tip Number 1

Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to folks on LinkedIn. Building relationships can open doors that a CV just can't.

Tip Number 2

Show off your personality! When you get the chance for an interview or informal chat, let your passion shine through. Talk about your experiences and how they relate to the role. We want to see the real you!

Tip Number 3

Prepare for those tricky questions! Think about how your skills match the job description and be ready to discuss specific examples. Practising with a friend can help you feel more confident when it counts.

Tip Number 4

Don’t forget to follow up! After an interview, drop a quick thank-you email to express your appreciation. It shows you're keen and keeps you fresh in their minds. Plus, we love a bit of enthusiasm!

We think you need these skills to ace Private Client Assistant Manager - Partnerships in Leeds

Tax Compliance Management
Technical Tax Knowledge
Client Handling
Project Management
Communication Skills
Interpersonal Skills
Portfolio Management

Some tips for your application 🫡

Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Private Client Assistant Manager role. Highlight your tax compliance experience and any client handling projects you've managed. We want to see how you can bring value to our team!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your background aligns with our needs. Don't forget to mention your interest in mentoring junior staff, as that's a key part of the job.

Showcase Your Communication Skills:Since this role involves collaborating with various teams, it's essential to demonstrate your excellent communication skills. Whether it's in your CV or cover letter, give examples of how you've effectively communicated with clients and colleagues in the past.

Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at RSM UK Group LLP.

Know Your Tax Stuff

Make sure you brush up on the latest tax compliance processes and advisory matters relevant to private clients. Being able to discuss specific tax issues and demonstrate your understanding will show that you're not just qualified, but genuinely interested in the role.

Showcase Your People Skills

Since this role involves building relationships with clients and colleagues, be prepared to share examples of how you've successfully managed client interactions or collaborated with teams in the past. Highlighting your communication skills can set you apart from other candidates.

Demonstrate Leadership Potential

As a Private Client Assistant Manager, you'll be expected to mentor junior staff. Think of instances where you've taken the lead or helped others grow. Sharing these experiences will illustrate your capability to develop talent within the team.

Ask Insightful Questions

Prepare thoughtful questions about the firm's approach to client management and how they foster collaboration across departments. This shows your enthusiasm for the role and helps you gauge if the company culture aligns with your values.