As an Associate Director within the Private Client Tax team in Liverpool and Chester, you will take a strategic and commercial approach to managing and developing client relationships and leading exciting and varied advisory projects. You will ensure a high-quality service to a range of clients whilst managing a team, reviewing work, providing training and development, workforce planning and maintaining a positive and inclusive culture in line with RSM values. You will work with partners and colleagues on a variety of planning projects and technical assignments, and be involved in business development opportunities.
Responsibilities
* 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.
Qualifications
* 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.
Benefits
* 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 in‑house Talent Development team.
Diversity and Inclusion
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.
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