Private Client Assistant Manager
Private Client Assistant Manager

Private Client Assistant Manager

Crawley Full-Time 36000 - 60000 Β£ / 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+ professional development courses.
  • Why this job: Make a real impact by collaborating with experts and developing your skills in a supportive environment.
  • Qualifications: CTA qualified or Assistant Manager experience, with strong client handling and project management skills.
  • Other info: Embrace diversity and inclusion in a culture that values unique perspectives and fosters belonging.

The predicted salary is between 36000 - 60000 Β£ 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 and a clear goal to become the premium adviser to the middle market, globally. 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 UKOur Private Client Team works with individuals, trustees, partnerships, sole traders and family businesses in managing their tax affairs on the compliance side and in relation to 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:

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 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!We value diverse experiences and perspectives. Here\’s what we\’re looking for in our ideal candidate:

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 We recognise that our people are our most important assets. That\’s why we offer a flexible reward and benefits package that will help you have a fulfilling experience, both in and out of work.

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 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 that 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. That\\\’s why we\\\’re working together to ensure our firm\\\’s principles and processes support a firm culture that embraces difference and strengthens inclusion.

DetailsSeniority level: Mid-Senior level

Employment type: Full-time

Job function: Finance and Sales

Industries: Accounting

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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, including 26 days of holiday and hybrid working options. 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. The opportunity for professional development through access to over 300 courses ensures that you can continuously enhance your skills and advance your career 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 finance industry, especially those who work at RSM UK or similar firms. Attend industry events, webinars, or local meetups to make connections that could lead to referrals.

✨Tip Number 2

Familiarise yourself with the latest tax regulations and compliance issues relevant to private clients. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to staying updated in the field.

✨Tip Number 3

Prepare to discuss your experience in managing client relationships and projects. Be ready to share specific examples of how you've successfully handled tax compliance and advisory projects, as this is crucial for the role.

✨Tip Number 4

Showcase your mentoring skills by discussing any previous experience in training or developing junior staff. RSM values team development, so highlighting your ability to nurture talent will make you a more attractive candidate.

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

CTA Qualification
Tax Compliance Management
Advisory Services Expertise
Client Relationship Management
Project Management Skills
Interpersonal Communication
Team Leadership
Mentoring and Development
Attention to Detail
Problem-Solving Skills
Budget Management
Technical Tax Knowledge
Business Development Acumen
Collaboration Skills

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 managing a portfolio of personal tax clients.

Craft a Compelling Cover Letter: In your cover letter, express your passion for the role and how your background aligns with RSM's values. Mention specific experiences that demonstrate your ability to manage client relationships and develop junior staff.

Showcase Your Qualifications: If you are CTA qualified or have relevant qualifications, make sure to mention them prominently. Highlight any practical experience you have with tax issues related to private clients, as this is crucial for the role.

Prepare for Potential Questions: Think about how you would answer questions related to your experience in client handling and project management. Be ready to discuss examples of how you've improved processes or mentored junior team members.

How to prepare for a job interview at RSM UK

✨Understand the Role

Make sure you have a solid grasp of what the Private Client Assistant Manager role entails. Familiarise yourself with tax compliance processes and advisory services, as well as the specific needs of private clients. This will help you demonstrate your knowledge and enthusiasm during the interview.

✨Showcase Your Experience

Prepare to discuss your previous experience in managing tax compliance and advisory projects. Highlight any relevant qualifications, such as being CTA qualified, and provide examples of how you've successfully handled client relationships and project management in the past.

✨Emphasise Team Collaboration

Since the role involves working closely with partners and junior staff, be ready to talk about your teamwork skills. Share examples of how you've collaborated with others to achieve common goals, and express your interest in mentoring and developing junior team members.

✨Ask Insightful Questions

Prepare thoughtful questions to ask your interviewers about the firm’s culture, growth opportunities, and their approach to client service. This shows your genuine interest in the company and helps you assess if it’s the right fit for you.

Private Client Assistant Manager
RSM UK
Location: Crawley

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