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, a leading global audit, tax, and consulting firm with big ambitions.
  • Benefits: Enjoy 26 days holiday, hybrid working, and access to over 300 professional development courses.
  • Why this job: Make a real impact in a dynamic environment while building your career in tax.
  • Qualifications: CTA qualified or equivalent experience, with strong client handling and project management skills.
  • Other info: Be part of a diverse team that values inclusion and personal growth.

The predicted salary is between 36000 - 60000 £ 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 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.

Key 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.
Qualifications
  • 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 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're working together to ensure our firm's principles and processes support a firm culture that embraces difference and strengthens inclusion.

Private Client Assistant Manager employer: RSM

RSM UK is an exceptional employer that fosters a dynamic and inclusive work culture, offering employees the chance to make a significant impact in the private client sector. With a commitment to professional development, you will have access to over 300 courses and the opportunity to mentor junior staff while enjoying benefits like hybrid working and generous holiday allowances. Located in London, RSM provides a vibrant environment where diverse perspectives are valued, ensuring that every team member can thrive and contribute to our ambitious goals.
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Contact Detail:

RSM Recruiting Team

StudySmarter Expert Advice 🤫

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

✨Tip Number 1

Network like a pro! Reach out to your connections in the industry, attend events, and engage on platforms like LinkedIn. The more people know you’re looking for a Private Client Assistant Manager role, the better your chances of landing that dream job.

✨Tip Number 2

Prepare for interviews by researching RSM and understanding their values and services. Tailor your responses to show how your skills align with their mission to support middle-market businesses. We want to see your passion for making an impact!

✨Tip Number 3

Don’t just apply; follow up! After submitting your application through our website, drop a friendly email to express your enthusiasm. It shows initiative and keeps you on the radar of hiring managers.

✨Tip Number 4

Showcase your mentoring skills! Highlight any experience you have in developing junior team members during interviews. RSM values collaboration and growth, so let us know how you can contribute to building a strong team.

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

Tax Compliance
Advisory Services
Client Handling
Project Management
Team Leadership
Communication Skills
Interpersonal Skills
Mentoring
Business Development
Technical Tax Knowledge
Portfolio Management
Attention to Detail
Collaboration
Problem-Solving

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Assistant Manager role. Highlight your tax compliance experience and any leadership roles you've had, as we love to see how you can manage and develop junior team members.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about working with private clients and how you can contribute to our vision at RSM. Be sure to mention any relevant projects or experiences that showcase your expertise.

Showcase Your Communication Skills: Since this role involves collaborating with various teams and clients, make sure your application demonstrates your excellent communication skills. Whether it's through your writing style or examples of past interactions, we want to see how you connect with others.

Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team at RSM!

How to prepare for a job interview at RSM

✨Know Your Tax Stuff

Make sure you brush up on your tax knowledge, especially around compliance and advisory matters. RSM is looking for someone who can manage a variety of clients, so be ready to discuss specific tax issues and how you've handled them in the past.

✨Showcase Your Leadership Skills

As an Assistant Manager, you'll be expected to mentor junior staff. Prepare examples of how you've developed others in previous roles. Highlight any experience you have in managing projects or leading teams, as this will show you're ready for the responsibility.

✨Build Relationships

RSM values collaboration, so think about how you've built relationships with clients and colleagues in the past. Be prepared to share stories that demonstrate your interpersonal skills and how you've worked across departments to meet client needs.

✨Be Ready for Business Development Talk

Since part of your role involves developing new business, come equipped with ideas on how you could contribute to this at RSM. Think about your previous experiences in business development and be ready to discuss how you can help grow the firm’s client base.

Private Client Assistant Manager
RSM

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