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- Tasks: Lead client relationships and manage diverse tax advisory projects.
- Company: Join RSM UK, a top global audit, tax, and consulting firm with big ambitions.
- Benefits: Enjoy 27 days holiday, hybrid working, and access to 300+ development courses.
- Why this job: Make an impact while developing your skills in a supportive, inclusive culture.
- Qualifications: CTA/ACA qualified or equivalent experience; strong client handling and project management skills required.
- Other info: Embrace diversity and contribute to a culture that values all backgrounds.
The predicted salary is between 43200 - 72000 £ per year.
RSM UK Liverpool, England, United Kingdom
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Join to apply for the Private Client Tax Associate Director role at RSM UK
RSM UK Liverpool, England, United Kingdom
5 days ago Be among the first 25 applicants
Join to apply for the Private Client Tax Associate Director 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 Associate Director within the Private Client Tax team in Liverpool and Chester, 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, inclusive of reviewing work, providing training and development in conjunction with our Talent Development Team, workforce planning, and maintaining a positive and inclusive culture, in line with RSM values. You will work with the partners 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:
- Actively maintaining existing client relationships, whilst acting as the first contact for potential and new clients; generating and converting work with the support of Directors and Partners.
- Leading advisory and technical projects.
- Collaborating with partners 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 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 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 fulfilling experience, both in and out of work.
- 27 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.
- Individual healthcare cover.
- Access to a suite of 300+ courses on demand developed by our inhouse Talent Development team.
Diversity and Inclusion at RSM
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.
Seniority level
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Seniority level
Associate
Employment type
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Employment type
Full-time
Job function
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Job function
Accounting/Auditing and Finance
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Industries
Accounting
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Private Client Tax Associate Director employer: RSM UK
Contact Detail:
RSM UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Associate Director
✨Tip Number 1
Network actively within the tax and accounting community. Attend industry events, webinars, and local meetups to connect with professionals who may have insights or referrals for the Private Client Tax Associate Director role at RSM UK.
✨Tip Number 2
Research RSM UK's values and culture thoroughly. Understanding their commitment to diversity and inclusion can help you tailor your conversations and demonstrate how your personal values align with theirs during interviews.
✨Tip Number 3
Prepare to discuss specific examples of your experience in managing client relationships and leading advisory projects. Highlighting your successes in these areas will show that you are well-equipped for the responsibilities of the role.
✨Tip Number 4
Consider reaching out to current or former employees of RSM UK on platforms like LinkedIn. They can provide valuable insights into the company culture and expectations, which can help you stand out as a candidate.
We think you need these skills to ace Private Client Tax Associate Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your CTA and/or ACA credentials. Emphasise your experience with private clients and project management, as these are key aspects of the role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for tax advisory work and your ability to build client relationships. Mention specific examples of how you've successfully managed projects or mentored junior staff in the past.
Showcase Relevant Experience: When detailing your work history, focus on roles that involved client handling and advisory projects. Use metrics where possible to demonstrate your impact, such as the number of clients managed or successful projects led.
Highlight Soft Skills: RSM values excellent communication and interpersonal skills. Be sure to include examples that showcase your ability to connect with clients and colleagues, as well as your commitment to fostering an inclusive team environment.
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 Tax Associate Director role entails. Familiarise yourself with the key responsibilities, such as managing client relationships and leading advisory projects. This will help you articulate how your experience aligns with their needs.
✨Showcase Your Qualifications
Highlight your CTA or ACA qualifications, or any relevant experience that demonstrates your expertise in tax issues related to private clients. Be prepared to discuss specific examples of how you've successfully managed client portfolios and advisory projects in the past.
✨Demonstrate Leadership Skills
Since this role involves managing a team, be ready to discuss your leadership style and experiences. Share examples of how you've mentored junior staff and fostered a positive team culture, as this aligns with RSM's values.
✨Prepare Questions
Have thoughtful questions ready to ask at the end of the interview. Inquire about the firm's approach to client relationships, team dynamics, and opportunities for professional development. This shows your genuine interest in the role and the company.