Private Client Assistant Manager
Private Client Assistant Manager

Private Client Assistant Manager

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage tax compliance and advisory services for diverse clients while mentoring junior team members.
  • Company: Join RSM UK, a leading global firm in audit, tax, and consulting, dedicated to helping businesses thrive.
  • Benefits: Enjoy 26 days holiday, hybrid working, wellness perks, and access to 300+ development courses.
  • Why this job: Make a real impact, develop your skills, and work in a diverse, inclusive environment.
  • Qualifications: CTA qualified or Assistant Manager experience, with strong client handling and project management skills.
  • Other info: Embrace a culture that values diversity and fosters a sense of belonging.

The predicted salary is between 36000 - 60000 £ per year.

Overview

Join to apply for the Private Client Assistant Manager role 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 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 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 whilst reviewing their work. 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 will make an impact by:

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.

What we are looking for

  • CTA qualified preferable, or experience at Assistant Manager level.
  • 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 whilst 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

  • 26 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.
  • Access to a suite of 300+ courses on demand developed by our inhouse Talent Development team.

Diversity and Inclusion at RSM: We are committed to creating 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, and we aim to have diversity of background, experience and perspective in our teams so we can genuinely understand our client’s needs. Diverse teams bring a broader range of ideas and insights to work. We are working to ensure our firm’s principles and processes support a culture that embraces difference and strengthens inclusion.

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Private Client Assistant Manager employer: RSM UK

RSM UK is an exceptional employer that prioritises the growth and well-being of its employees, offering a flexible rewards package, 26 days of holiday, and a hybrid working model. With a strong commitment to diversity and inclusion, RSM fosters a collaborative work culture where you can thrive while making a meaningful impact on clients' lives. As a Private Client Assistant Manager in Greater London, you'll have access to extensive training resources and opportunities for professional development, ensuring your career flourishes in a supportive environment.
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Contact Detail:

RSM UK Recruiting Team

StudySmarter Expert Advice 🤫

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

✨Tip Number 1

Network with professionals in the tax and accounting field, especially those who work at RSM or similar firms. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture.

✨Tip Number 2

Familiarise yourself with the latest tax regulations and compliance issues that affect private clients. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to the role.

✨Tip Number 3

Showcase your experience in managing client relationships and projects by preparing specific examples of how you've successfully handled similar situations in the past. This will highlight your suitability for the Assistant Manager position.

✨Tip Number 4

Express your enthusiasm for mentoring and developing junior staff during your interactions with the team. RSM values this aspect, so sharing your experiences and ideas on how to support team growth can set you apart.

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

Tax Compliance Management
Advisory Skills
Client Relationship Management
Project Management
Team Leadership
Technical Tax Knowledge
Communication Skills
Interpersonal Skills
Mentoring and Coaching
Attention to Detail
Problem-Solving Skills
Business Development
Portfolio Management
Time Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in tax compliance and advisory services. Emphasise your project management skills and any experience you have in mentoring junior staff, as these are key aspects of the role.

Craft a Compelling Cover Letter: In your cover letter, express your passion for working with private clients and your understanding of their unique tax issues. Mention specific examples of how you've successfully managed client relationships and delivered high-quality work.

Showcase Your Communication Skills: Since excellent communication is crucial for this role, ensure that your application reflects your ability to convey complex information clearly. Use concise language and structure your application logically to demonstrate your communication prowess.

Highlight Your Teamwork Experience: RSM values collaboration, so be sure to include examples of how you've worked effectively within a team. Discuss any experiences where you've led projects or contributed to business development initiatives, showcasing your ability to build relationships.

How to prepare for a job interview at RSM UK

✨Understand the Role

Make sure you have a clear understanding of the Private Client Assistant Manager role. Familiarise yourself with the key responsibilities, such as managing tax compliance and advisory services, and be ready to discuss how your experience aligns with these tasks.

✨Showcase Your Communication Skills

Since excellent communication is crucial for this position, prepare examples that demonstrate your ability to communicate effectively with clients and colleagues. Think about times when you successfully managed client relationships or collaborated on projects.

✨Highlight Your Mentoring Experience

As the role involves developing junior team members, be prepared to discuss your mentoring experience. Share specific instances where you guided others, helped them grow, or improved team performance.

✨Demonstrate Your Problem-Solving Skills

RSM values individuals who can spot inefficiencies and suggest improvements. Prepare to discuss situations where you identified a problem and implemented a solution, particularly in tax compliance or project management contexts.

Private Client Assistant Manager
RSM UK
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  • Private Client Assistant Manager

    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-09-06

  • R

    RSM UK

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