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Private Client Assistant Manager - Partnerships

Job in Liverpool, Merseyside, L1, England, UK
Listing for: RSM UK
Full Time position
Listed on 2026-02-25
Job specializations:
  • Finance & Banking
    Tax Advisor
Job Description & How to Apply Below

Join to apply for the Private Client Assistant Manager - Partnerships role at RSM UK
. Join our fast‑growing firm and make an impact managing tax compliance and advisory services for private clients.

Responsibilities
  • Managing the tax compliance process for a range of varied clients.
  • Leading and delivering specialist technical assignments.
  • Collaborating with partners and directors to develop new business and build existing relationships.
  • Playing an active role in developing junior team members.
  • Building relationships with other departments to ensure all potential client needs are identified and serviced.
  • Briefing junior staff on the client’s business and pre‑assignment instructions; supervising and controlling the completion of work; and undertaking on the job training where necessary.
Qualifications
  • ACA or CTA qualified.
  • Understanding and practical experience of the tax issues relating to a range of private clients.
  • Experience in client handling and project management.
  • 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 developing internal and external relationships.
  • Interest in mentoring and developing junior team members.
What we can offer you
  • 26 days holiday (option to purchase additional days).
  • Hybrid working.
  • Lifestyle, health, and wellbeing benefits including financial wellbeing tools, electric car scheme and a virtual GP.
  • Access to over 300 on‑demand courses from our in‑house Talent Development team.

We value diverse experiences and perspectives and are committed to creating a strong sense of belonging for people of all identities, backgrounds, and cultures.

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