Private Client Assistant Manager
RSM
Private Client Assistant Manager
Status
Live
Employment Type
Permanent
Work Arrangements
Hybrid
Salary
Competitive
About the Role
**Assistant Manager
- Private Client Tax**
Join a collaborative and highly regarded Private Client Tax team, where you will work with a diverse portfolio of clients including individuals, trustees, partnerships, sole traders, and family businesses. This team provides expert support across both tax compliance and advisory matters, delivering a seamless service by working closely with specialists across accounting, audit, and tax.
This is an exciting opportunity for an experienced tax professional to step into an Assistant Manager role, taking ownership of client relationships, overseeing the delivery of high-quality work, and contributing to the growth and development of both clients and colleagues.
The Opportunity
As an Assistant Manager within the Private Client Tax team, you will play a key role in delivering a first-class service to a wide range of clients. You will manage tax compliance matters, support advisory assignments, and work closely with partners and senior colleagues on planning projects and technical work.
Alongside client delivery, you will also help to develop junior team members, review their work, and contribute to wider business development initiatives.
Key Responsibilities
In this role, you will be responsible for:
Managing the tax compliance process for a varied and interesting portfolio of clients.
Delivering high-quality private client tax advisory and compliance services.
Leading specialist technical assignments and supporting planning projects.
Working closely with partners and directors on business development opportunities and client relationship growth.
Reviewing the work of junior team members and ensuring high standards of delivery.
Coaching and mentoring less experienced colleagues to support their development.
Building strong internal relationships across departments to ensure all client needs are identified and met.
Briefing junior staff on client matters, assignment objectives, and work expectations.
Supervising workflows and monitoring the timely completion of assignments within budget.
How You Will Add Value
You will make a real impact by combining strong technical expertise with excellent people skills. Success in this role will come from your ability to manage client work effectively, identify opportunities, and support the continued development of the wider team.
Your contribution will help ensure clients receive a joined-up, proactive service, while also strengthening internal collaboration and supporting the future growth of the practice.
About You
To succeed in this position, you should bring a strong foundation in private client tax together with the confidence to manage projects, maintain relationships, and support junior colleagues.
We are looking for someone with:
CTA qualification preferred, or equivalent experience operating at Assistant Manager level.
A solid understanding of the tax issues affecting private clients.
Proven experience in client management and project delivery.
A track record of producing high-quality tax work while working to budget.
Strong communication and interpersonal skills.
Experience managing a portfolio of personal tax compliance and advisory assignments.
Confidence in building and maintaining effective relationships with both internal and external stakeholders.
A genuine interest in mentoring, coaching, and developing junior team members.
Why This Role Stands Out
This position offers the chance to work on a broad range of private client matters within a supportive and collaborative environment. You will gain exposure to both compliance and advisory work, contribute to technically interesting assignments, and play an important role in shaping client outcomes and team development.
If you are looking for a role that combines technical challenge, client interaction, and leadership responsibility, this could be an excellent next step in your career.
Similar Roles
Private Client Assistant Manager
RSM · London
Competitive
Private Client Tax Assistant - Personal Tax Compliance, Newcastle
EY · Newcastle
Competitive
Knowledge Lawyer (10+ PQE) - Private Wealth and Tax
Mishcon de Reya · London
Competitive
Tax Manager - Family Office and Private Client
KPMG · Edinburgh
Competitive
About the Employer
RSM
Accounting Practice · Accounting Practice
RSM UK is a Top 10 firm providing audit, tax and advisory services across the UK.
HQ
Manchester
Employees
–
Tax team
–
Active roles
63
Like the look of this role?
Sign up to receive job alerts and get matched with similar opportunities across the UK tax market.
Get Job Alerts