Private Client Tax Associate Director

Job Summary

At RSM, we are one of the world's largest networks of audit, tax and consulting firms. We deliver big ideas and premium service to help middle‑market businesses thrive. RSM is a fast‑growing firm with 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.

• Actively maintain existing client relationships whilst acting as the first contact for potential and new clients; generate and convert work with the support of Directors and Partners.
• Lead advisory and technical projects.
• Collaborate with partners to help develop new business within the team and build on existing relationships.
• Play an active role in developing the junior members of the team.
• Build relationships with all other departments to ensure all potential client needs are identified and serviced.
• Brief junior staff on the client’s business and the pre‑assignment instructions; supervise and control the completion of work; and undertake ‘on the job’ training where necessary.

• 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.

• 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.

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. We aim to achieve that same diversity of background, experience and perspective in our teams, so that we can genuinely understand our client's needs. Diverse teams bring a broader range of ideas and insights to work.

That is why we are working together to ensure our firm's principles and processes support a firm culture that embraces difference and strengthens inclusion.