Personal Tax Associate / Personal Tax Assistant Manager

Bromley, UK
Competitive salary
15 May 2022
23 May 2022
Job role
Experience level
About the firm and department

RSM is a leading provider of audit, tax and consulting services to middle market leaders, globally. With around 3,650 partners and staff in the UK and access to 48,000 people in over 120 countries across the RSM network, we can meet our clients' needs wherever in the world they operate and offer our staff brilliant careers.

Our Private Client Tax Service Line works with individuals, trustees, partnerships and sole traders in managing their tax affairs both on the compliance side and in relation to additional advisory matters. We work closely with colleagues across the firm to provide a joined up service to owner managed businesses and family offices combining expertise in accounting, audit and all relevant taxes.

About the role

The role is client-focused, providing timely and accurate delivery of tax services on behalf of a portfolio of personal customers. These will include high net worth individuals, partnerships, non-UK domiciled individuals and some UK and offshore trusts. You will build and maintain effective relationships with these clients with the intention of making you a valuable resource and adviser for their tax compliance affairs. You will also assist with the supervision of Tax Trainees, reviewing work and providing training where required, as well as supporting Managers, Directors and Partners in the team to deliver a range of complex tax advisory projects.
  • Acting as day-to-day point of contact for the client, ensuring the principles of excellent client service at all times.
  • Liaising confidently with clients and third parties over email, telephone, letter and in meetings, with the ability to explain complex tax matters.
  • Ensuring each assignment is undertaken in accordance with the pre-assignment instructions, and carrying out complex aspects of the assignment efficiently, thoroughly and in accordance with the firm's procedures and quality standards.
  • Ensuring tax quality at all times.
  • Providing a full and personal tax compliance and advisory service as required by the circumstances of each client.
  • Providing adequate briefing, supervision and training for junior staff including review of their personal tax return preparation work for accuracy and completeness. To provide feedback to junior staff on a regular basis and as part of the appraisal process.
  • Preparing a variety of private client tax advice with support provided by senior members of private client team.
  • Maintaining an awareness of the firm's specialist services and publications as well as an advanced level of technical knowledge through appropriate reading and courses, and fulfilling professional bodies' CPD requirements.
  • Where necessary, working with the firm's international network in relation clients' non-UK tax matters, and ensuring UK and international advice is co-ordinated.
  • Attending business development activities as required and growing your own network, both internally and externally.
  • Researching and assisting senior members of the team with proposals for new work.
  • Attending staff meetings and training as required.
  • Carrying out any other duties as are within the scope, spirit and purpose of the job, the title of the role and its grading, as requested by the line manager, Head of Department or any Director/Partner.

About the ideal candidate

The suitable candidate will pride themselves on delivering a first class private client tax service at all times, producing work in an efficient and effective manner and making a significant contribution towards the success of the team, with potential for progression depending on performance.
  • ATT qualified and ideally ACA / CTA part-/fully- qualified.
  • High competency in Microsoft Excel, Word and PowerPoint.
  • Recent experience of working within a private client/personal tax environment, preferably in practice.
  • Well-presented and articulate, with experience of a high level of interaction with clients.
  • Proven experience in client handling and managing a busy portfolio.

Flexible WorkingAt RSM we work hard to create an environment where our people can make a difference - to themselves, their career, their teams, and to the success of our firm and clients. We support all our people to work flexibly, to manage their family and other responsibilities alongside their work commitments; we believe this is key to achieving an inspiring and fulfilling working environment.

Diversity and Inclusion at RSMAt RSM, inclusion and diversity are central to our values. We have an authentic focus on intentional inclusion, enabling our people to feel they can bring their whole self to work and ensuring everyone feels supported, respected and confident to make a valuable contribution.To find out more, please visit our Diversity and Inclusion page on our Careers Website.

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