RSM UK Deal Services
Private Client Tax Associate Director
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Private Client Tax Associate Director
Associate Director – Private Client Tax (Newcastle)
About the Role
As one of the world’s largest networks of audit, tax, and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. At RSM UK, we’re a fast-growing firm with bold ambitions to become the premium adviser to the middle market globally. If you’re looking to build a future and make an impact, then this is the place for you.
Our Private Client Team supports individuals, trustees, partnerships, sole traders, and family businesses in managing their tax affairs—rather on compliance or advisory matters. We work closely with colleagues across the firm to deliver a joined-up service for owner-managed businesses and family offices, combining expertise in accounting, audit, and all relevant taxes.
As an Associate Director within the Private Client Tax team in Newcastle, you’ll take a strategic and commercial approach to managing client relationships, leading advisory projects, and developing the team. Your responsibilities include:
- Ensuring high-quality service delivery to a diverse range of clients
- Team leadership, including reviewing work, training and development, workforce planning, and fostering a positive and inclusive culture aligned with RSM’s values
- Collaborating with partners and colleagues on planning and technical projects
- Play[ing] a key role in business development
Key Responsibilities
You will make an impact by:
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- Maintaining and growing client relationships while being the first point of contact for new and potential clients; leveraging support from Directors and Partners to generate and convert work.
- Leading advisory and technical projects—from inception to delivery—ensuring high-quality reports while staying within budget.
- Building and expanding new business within the team, strengthening existing client partnerships.
- Mentoring and developing junior team members, fostering their growth and improvement.
- Bridging internal interdepartments to identify and meet all client needs holistically.
- Providing youanéشودگ prerequisite instructions to junior staff, supervising work completion, and delivering on-the-job training where needed.
What We’re Looking For
Are you someone who thrives on variety, progressive learning, and meaningful connections? If you see everyday inefficiencies and have a passion for driving change, this role will fulfil you.
At RSM, we value diverse experiences and perspectives. Our ideal candidate brings:
- CTA or ACA qualification (or adequate experience-by-equivalent)
- Deep understanding of tax issues relating to private clients, with practical, real-world experience
- Proven ability in client handling and project management
- Expertise in leading advisory projects, producing high-quality, on-budget deliverables
- Exceptional communication and interpersonal skills
- Experience managing tax compliance and advisory projects for personal clients, coupled with relationship-building skills (internal and external)
- A commitment to team development and mentoring junior colleagues
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What We Offer You
At RSM, our people are our most valuable asset—and we reward them accordingly with a comprehensive, flexible benefits package tailored to support both professional growth and personal wellbeing.
- 27 days holiday (with the option to purchase additional days)
- Hybrid working flexibility
- Enhanced lifestyle, health, and wellbeing support:
- Financial wellbeing tools
- Electric car scheme
- Access to a virtual GP service
- Personal healthcare cover
- 300+ on-demand training courses, developed in-house by our Talent Development team, to support your growth and progression
Diversity and Inclusion at RSM
At RSM, we believe in creating a strong sense of belonging—where everyone, regardless of identity, background, or culture, feels empowered to bring their true self to work.
Our clients represent the entire spectrum of society, and we strive to reflect that diversity, both in perspective and experience, within our own teams. A rich mix of backgrounds and viewpoints leads to innovation, inclusivity, and deeper client understanding. We partner purposely to embed firmwide principles that nurture an inclusive culture, valuing and leveraging difference for collective strength.
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