Private Client Tax Associate Director - Partnerships

Overview

Private Client Tax Associate Director - Partnerships

RSM UK Liverpool, England, United Kingdom

• Actively maintaining existing client relationships, whilst acting as the first contact for potential and new clients; generating and converting work with the support of Directors and Partners.
• Leading advisory and technical projects.
• Collaborating with partners 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.

• 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.

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 inhouse 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. 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.

• Associate

• Full-time

• Business Development and Sales
• Industries:
  Accounting