Associate Director – Funds Tax

RSM UK

At RSM UK, we are part of one of the world’s largest networks of audit, tax, and consulting firms, delivering bold thinking and premium service to help middle-market businesses succeed. As a fast-growing firm with ambitious global goals, we are focused on becoming the leading adviser to the middle market. If you are looking for a career where you can shape your future, make a meaningful impact, and grow alongside an ambitious team, RSM could be the perfect place for you.

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The Opportunity

We are looking for an Associate Director to join our expanding Funds Tax team. This is an exciting opportunity to step into a senior role within a high-growth specialist practice that works with a diverse range of investment funds, fund managers, and related structures across private equity, venture capital, and other alternative asset classes.

Our team advises clients throughout the full fund lifecycle, supporting them with both complex tax reporting and strategic advisory matters. In many cases, we act as a trusted long-term adviser, providing joined-up expertise across fund structures, management groups, and key individuals.

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About the Team

The Funds Tax team at RSM UK is known for its breadth of technical expertise and highly collaborative approach. We often act as a “house adviser” to our clients, overseeing tax matters across the entire structure, including:

• Partnership tax at fund level

• Corporation tax within group structures

• Personal tax matters for executives and carry holders

This broad remit means we work closely with specialists across the firm, including:

• Corporate Tax

• Private Client Services

• International Tax

• VAT

• Transfer Pricing

• Transaction Services

• Audit

• Consulting

Together, we deliver a truly integrated service to asset managers and their funds.

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Your Role as Associate Director

In this position, you will take ownership of a portfolio of investment manager structures, ensuring outstanding service delivery while strengthening client relationships and leading high-performing teams. You will play a pivotal role in both the commercial and technical success of the portfolio, while also identifying opportunities to broaden and deepen client engagement.

You will be expected to combine technical excellence with commercial awareness, delivering a first-class client experience while contributing to the continued growth of the Funds Tax practice.

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How You Will Make an Impact

• Develop and strengthen client relationships by demonstrating a deep understanding of their commercial environment and strategic goals.
• Lead complex advisory and technical projects, including fund formation, restructuring, and planning for key lifecycle events.
• Partner with senior stakeholders to generate new business opportunities and build on existing client relationships.
• Manage service delivery across your portfolio, ensuring high-quality outcomes, strong commercial oversight, and excellent client care.
• Support and mentor junior team members, helping to develop technical capability, confidence, and career progression.
• Work collaboratively across departments to identify wider client needs and deliver joined-up solutions.
• Provide leadership on assignments by briefing junior staff, supervising workflows, reviewing outputs, and offering practical on-the-job coaching.

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What We’re Looking For

We are seeking an ambitious and career-driven individual who is excited by the opportunity to develop in a specialist and evolving area of tax. You will enjoy variety, thrive in a collaborative environment, and be motivated by finding better ways to support clients and teams.

Ideal Experience and Skills

• CTA and/or ACA qualified, or qualified through relevant experience

• Strong technical knowledge of tax issues affecting fund clients

• Proven experience in client relationship management and project delivery

• Ability to lead advisory projects and produce high-quality reports on time and within budget

• Excellent communication and interpersonal skills

• Experience managing a portfolio of fund tax reporting and advisory work

• Confidence building relationships with both internal stakeholders and external clients

• A genuine interest in coaching, mentoring, and developing junior colleagues

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Why Join RSM UK?

At RSM, we know our people are our greatest asset. That’s why we offer a flexible and rewarding benefits package designed to support your professional ambitions and personal wellbeing.

What We Offer

• 27 days’ holiday, with the option to purchase additional days

• Hybrid working to support flexibility and work-life balance

• A wide range of lifestyle, health, and wellbeing benefits

• Financial wellbeing support, including financial tools and an electric car scheme

• Access to a virtual GP

• Individual healthcare cover

• More than 300 on-demand learning courses developed by our in-house Talent Development team

• Clear progression opportunities within a growing specialist team

• The chance to work with leading mid-market fund managers and investment funds

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A Culture Where You Can Belong

At RSM, we are committed to creating a workplace where everyone feels they belong. We want people from all backgrounds, identities, and cultures to feel empowered to bring their true selves to work.

We believe that diverse perspectives lead to better ideas, stronger collaboration, and deeper understanding of our clients’ needs. That is why we continue to build a culture that values difference, strengthens inclusion, and supports every individual to thrive.

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Build Your Future with RSM

If you are ready to take the next step in your career and join a firm where your expertise, ambition, and leadership can make a real difference, we would love to hear from you.

Join RSM UK and make your impact in Funds Tax.

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