Private Client Tax Associate Director

Newcastle upon Tyne, Tyne and Wear, United Kingdom

OurPrivate Client Team works with individuals, trustees, partnerships, soletraders and family businesses in managing their tax affairs both on thecompliance side and in relation to additional advisory matters. We work closely with colleagues across thefirm to provide a joined-up service to owner managed businesses and familyoffices combining expertise in accounting, audit and all relevant taxes.

Asan Associate Director within the Private Client Tax team in Newcastle, you willtake a strategic and commercial approach to managing and developing clientrelationships and leading exciting and varied advisory projects. You willensure a high-quality service to a range of clients whilst managing a team,inclusive of reviewing work, providing training and development in conjunctionwith our Talent Development Team, workforce planning, and maintaining apositive and inclusive culture, in line with RSM values. You will work with the partners and othercolleagues on a variety of planning projects and technical assignments and beinvolved in business development opportunities.

Youwill make an impact by:

• 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.

Whatwe are looking for:

Are you someonewho thrives on variety, loves learning new things, and enjoys connecting withpeople? If you can spot inefficiencies in everyday life and are passionateabout making improvements, this role is perfect for you!

We value diverseexperiences and perspectives. Here's what we're looking for in our idealcandidate:

• 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.

What we can offer you:

Werecognise that our people are our most important assets. That's why we offer aflexible reward and benefits package that will help you have fulfillingexperience, both in and out of work.

• 27 Days Holiday (with the option of purchasing additional days).
• Lifestyle, Health, and Wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP.
• Access to a suite of 300+ courses on demand developed by our inhouse Talent Development team.

Experienced hire

Permanent

NEWCASTLE

Tax

17/07/2025

Couldn't find a suitable vacancy? Please submit your CV here

Thousands of personalities make up RSM and we believe the power of being you, is the power of being understood. Every member of our team brings unique insights and a passion for the middle market companies we champion.

As one of the world's largest networks of audit, tax and consulting firms, we deliver the big ideas and services that help middle market organisations thrive. Our global network spans more than 120 countries, but our passion is always the same: to help our clients move forward with confidence.

At RSM, we care about our people, it's what shapes us. No two people are the same, which is why our approach is tailored to their specific needs, beyond the nine-to-five.

The UK group of companies and LLPs trading as RSM is a member of the RSM network. RSM is the trading name used by the members of the RSM network. Each member of the RSM network is an independent accounting and consulting firm which practises in its own right. The RSM network is not itself a separate legal entity in any jurisdiction. Read more