Private Client Assistant Manager
Private Client Assistant Manager

Private Client Assistant Manager

London Full-Time 43200 - 72000 £ / year (est.) No home office possible
RSM UK

At a Glance

  • Tasks: Manage tax compliance and advisory services for diverse clients while mentoring junior team members.
  • Company: Join RSM, a global leader in audit, tax, and consulting, dedicated to helping businesses thrive.
  • Benefits: Enjoy 26 days holiday, hybrid working, wellbeing perks, and access to over 300 on-demand courses.
  • Why this job: This role offers variety, learning opportunities, and the chance to make a real impact in client relationships.
  • Qualifications: Experience in tax issues, client handling, project management, and a passion for mentoring is essential.

The predicted salary is between 43200 - 72000 £ per year.

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 Assistant Manager within the Private Client Tax team in London, you will manage and deliver a thorough and high-quality tax compliance and advisory service to a range of clients. This includes managing and developing more junior members of the team while reviewing their work. You will collaborate with the partner and other colleagues on planning projects and technical assignments and participate in business development opportunities.

You will make an impact by:

  1. Managing the tax compliance process for a diverse range of clients.
  2. Leading and delivering specialist 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 service potential client needs.
  6. Briefing junior staff on client business and pre-assignment instructions; supervising work; and providing 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 and are passionate about improvements, this role is perfect for you!

We value diverse experiences and perspectives. Our ideal candidate will have:

  1. Understanding and practical experience of tax issues related to private clients.
  2. Experience in client handling and project management.
  3. Proven ability to produce high-quality work within budget.
  4. Excellent communication and interpersonal skills.
  5. Experience managing a portfolio of personal tax compliance and advisory projects, with confidence in relationship management.
  6. An interest in mentoring and developing junior staff.

What we offer:

We recognize our people are our most valuable assets. Our flexible reward and benefits package includes:

  1. 26 days of holiday (with the option to purchase additional days).
  2. Hybrid working arrangements.
  3. Wellbeing benefits, including financial tools, electric car schemes, and access to a virtual GP.
  4. Access to over 300 courses on demand, developed by our Talent Development team.

Note: The description contains some duplicated sections about benefits; these should be consolidated for clarity.

Additional Information

Location: London

Type: Permanent, Experienced hire

Salary: Competitive

Application: Please submit your CV here.

Working here

At RSM, our diverse personalities and insights are what make us strong. We believe in the power of being yourself and understanding each other. As a global network of audit, tax, and consulting firms operating in over 120 countries, we are committed to helping middle market organizations thrive. We care deeply about our people and tailor our approach to their needs beyond the nine-to-five.

Note: The text about the RSM network’s legal independence and more details can be summarized or linked to for brevity if needed.

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Private Client Assistant Manager employer: RSM UK

At RSM, we pride ourselves on being an exceptional employer, offering a dynamic work culture that values diversity and personal growth. As a Private Client Assistant Manager in London, you will benefit from a flexible rewards package, including 26 days of holiday and hybrid working arrangements, while also having access to over 300 professional development courses. Our commitment to employee wellbeing and mentorship ensures that you will thrive in your role, making a meaningful impact on our clients and the team.
RSM UK

Contact Detail:

RSM UK Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Assistant Manager

✨Tip Number 1

Familiarise yourself with the latest tax regulations and compliance requirements for private clients. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in a constantly evolving field.

✨Tip Number 2

Network with professionals in the tax and accounting industry, especially those who work with private clients. Attend relevant seminars or workshops to build connections and gain insights that could be beneficial during your application process.

✨Tip Number 3

Showcase your mentoring skills by discussing any previous experiences where you've guided junior staff or peers. Highlighting your ability to develop others can set you apart as a candidate who aligns with our values at StudySmarter.

✨Tip Number 4

Prepare to discuss specific examples of how you've managed client relationships and delivered high-quality work under budget. Being able to articulate these experiences will demonstrate your readiness for the Assistant Manager role.

We think you need these skills to ace Private Client Assistant Manager

Tax Compliance Knowledge
Advisory Skills
Client Relationship Management
Project Management
Team Leadership
Mentoring and Coaching
Excellent Communication Skills
Interpersonal Skills
Attention to Detail
Analytical Skills
Problem-Solving Skills
Time Management
Business Development Acumen
Understanding of Private Client Tax Issues

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities of a Private Client Assistant Manager. Familiarise yourself with tax compliance and advisory services, as well as the importance of managing junior team members.

Tailor Your CV: Highlight your relevant experience in tax issues related to private clients, client handling, and project management. Make sure to showcase your ability to produce high-quality work and any mentoring experience you have.

Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for the role and the company. Mention specific examples of how you've improved processes or built relationships in previous roles, aligning with the job description.

Showcase Your Communication Skills: Since excellent communication is key for this role, ensure your application is clear, concise, and free of errors. Use professional language and structure your documents logically to demonstrate your interpersonal skills.

How to prepare for a job interview at RSM UK

✨Showcase Your Tax Knowledge

Make sure to brush up on your understanding of tax issues related to private clients. Be prepared to discuss specific examples from your experience that demonstrate your expertise in tax compliance and advisory services.

✨Demonstrate Leadership Skills

As an Assistant Manager, you'll be expected to mentor junior team members. Share instances where you've successfully led a team or project, highlighting your ability to develop others and manage workloads effectively.

✨Highlight Client Management Experience

Prepare to talk about your experience in client handling and project management. Discuss how you've built and maintained relationships with clients, and any strategies you've used to ensure high-quality service delivery.

✨Emphasise Communication Skills

Excellent communication is key in this role. Be ready to provide examples of how you've effectively communicated complex tax information to clients or colleagues, and how you’ve collaborated with different departments to meet client needs.

Private Client Assistant Manager
RSM UK
Location: London

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