Private Client Tax Manager
Private Client Tax Manager

Private Client Tax Manager

Full-Time 43200 - 72000 ÂŁ / 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 a dynamic firm that supports individuals and businesses in navigating their tax affairs.
  • Benefits: Enjoy 27 days holiday, health perks, and access to over 300 professional development courses.
  • Other info: Opportunity to develop your career in a supportive environment with a focus on work-life balance.
  • Why this job: Be part of a collaborative culture focused on growth, mentorship, and impactful client relationships.
  • Qualifications: Experience in tax issues, client management, and strong communication skills are essential.

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

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 a Manager within the Private Client Tax team in London, Guildford or Gatwick, 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’ll 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:

  • CTA qualified preferable, or experience at Manager level.
  • Strong understanding and practical experience of the tax issues relating to a range of private clients.
  • Proven experience in client handling and project management.
  • Proven 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:

  • 27 days holiday (with the option of purchasing additional days).
  • Hybrid working.
  • Lifestyle, health and well‑being, 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 in‑house 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 are working together to ensure our firm’s principles and processes support a culture that embraces difference and strengthens inclusion.

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.

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Private Client Tax Manager employer: RSM UK

As a leading employer in Lerwick, our firm offers an exceptional work culture that prioritises employee growth and well-being. With a focus on collaboration and mentorship, we provide extensive training opportunities and a supportive environment for developing junior team members. Our comprehensive benefits package, including generous holiday allowances and health initiatives, ensures that our employees thrive both personally and professionally.
RSM UK

Contact Detail:

RSM UK Recruiting Team

StudySmarter Expert Advice 🤫

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

✨Tip Number 1

Network with professionals in the tax industry, especially those who work with private clients. Attend relevant events or webinars to connect with potential colleagues and learn about the latest trends in tax compliance and advisory services.

✨Tip Number 2

Familiarise yourself with the specific tax issues faced by private clients, such as trusts and family businesses. This knowledge will not only help you stand out but also demonstrate your commitment to understanding the unique needs of the role.

✨Tip Number 3

Showcase your leadership skills by discussing any previous experience in mentoring or developing junior staff. Highlighting your ability to manage a team effectively will be crucial for this managerial position.

✨Tip Number 4

Prepare to discuss your experience in client handling and project management during interviews. Be ready to provide examples of how you've successfully managed a portfolio of personal tax compliance and advisory projects in the past.

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

Tax Compliance Knowledge
Advisory Skills
Client Relationship Management
Project Management
Technical Tax Expertise
Team Leadership
Mentoring and Coaching
Interpersonal Skills
Communication Skills
Attention to Detail
Analytical 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 skills in managing client relationships and project management, as these are key for the Private Client Tax Manager role.

Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the tax issues faced by private clients. Mention specific examples of how you've successfully managed similar projects or developed junior staff in previous roles.

Highlight Your Communication Skills: Since excellent communication is crucial for this position, provide examples in your application that demonstrate your interpersonal skills and ability to build relationships with clients and colleagues alike.

Showcase Your Leadership Experience: Discuss any experience you have in mentoring or developing junior team members. This will show that you can lead and manage a team effectively, which is an important aspect of the role.

How to prepare for a job interview at RSM UK

✨Showcase Your Tax Knowledge

Make sure to brush up on the latest tax regulations and compliance issues relevant to private clients. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax situations.

✨Demonstrate Leadership Skills

As a Private Client Tax Manager, you'll be expected to lead and mentor junior staff. Share examples from your past experiences where you've successfully managed a team or developed junior members, highlighting your leadership style.

✨Emphasise Client Relationship Management

Prepare to discuss how you've built and maintained relationships with clients in previous roles. Highlight your communication skills and any strategies you've used to ensure client satisfaction and retention.

✨Be Ready for Technical Questions

Expect to face technical questions related to tax compliance and advisory services. Practice articulating your thought process and problem-solving approach to demonstrate your expertise and analytical skills.

Private Client Tax Manager
RSM UK

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