Private Client Tax Manager
Private Client Tax Manager

Private Client Tax Manager

Full-Time 43200 - 72000 ÂŁ / 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 firm dedicated to providing exceptional tax services to individuals and businesses.
  • Benefits: Enjoy 27 days holiday, hybrid working, healthcare cover, and access to over 300 courses.
  • Why this job: Make a real impact by collaborating with experts and developing your skills in a supportive environment.
  • Qualifications: CTA qualified preferred; experience in tax compliance, client handling, and project management required.
  • Other info: Flexible rewards package tailored to enhance your work-life balance.

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.

What 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:

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 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:

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 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.

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Private Client Tax Manager employer: RSM

At RSM UK, we pride ourselves on being an exceptional employer, particularly for our Private Client Tax Manager role in Lerwick. Our inclusive work culture fosters collaboration and professional growth, offering extensive training opportunities and a flexible benefits package that includes 27 days of holiday and individual healthcare cover. Join us to make a meaningful impact while developing your career in a supportive environment that values your contributions and well-being.
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Contact Detail:

RSM 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 in private client services. Attend relevant events or webinars to connect with potential colleagues and learn more about the specific challenges they face.

✨Tip Number 2

Familiarise yourself with the latest tax regulations and compliance requirements that affect private clients. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in the field.

✨Tip Number 3

Showcase your leadership skills by discussing any previous experience you have in mentoring or developing junior staff. Highlighting this aspect can set you apart as a candidate who is ready to take on managerial responsibilities.

✨Tip Number 4

Prepare to discuss specific examples of how you've successfully managed client relationships and projects in the past. Being able to articulate your experience in these areas will help you stand out during interviews.

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

CTA Qualification
Tax Compliance Management
Advisory Skills
Client Relationship Management
Project Management
Interpersonal Skills
Team Leadership
Mentoring and Development
Attention to Detail
Analytical Skills
Communication Skills
Budget Management
Problem-Solving Skills
Understanding of Private Client Tax Issues

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in tax compliance and advisory services. Emphasise your qualifications, such as being CTA qualified or your experience at the Assistant Manager/Manager level.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax management and your ability to handle a diverse range of clients. Mention specific examples of how you've improved processes or developed junior staff in previous roles.

Highlight Your Interpersonal Skills: In your application, stress your excellent communication and interpersonal skills. Provide examples of how you've successfully built relationships with clients and colleagues, as this is crucial for the role.

Showcase Your Project Management Experience: Detail your experience in managing a portfolio of personal tax compliance and advisory projects. Highlight any specific achievements or challenges you've overcome in project management to demonstrate your capability.

How to prepare for a job interview at RSM

✨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 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 others' skills.

✨Highlight Your Client Management Experience

Prepare to discuss your experience in handling client relationships and managing projects. Think of specific instances where you built strong relationships or improved client satisfaction.

✨Emphasise Your Collaborative Approach

This role requires working closely with various departments. Be ready to talk about how you've collaborated with colleagues in the past to deliver comprehensive services and how you plan to do so in this position.

Private Client Tax Manager
RSM
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  • Private Client Tax Manager

    Full-Time
    43200 - 72000 ÂŁ / year (est.)
  • R

    RSM

    1000+
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