At a Glance
- Tasks: Provide expert tax advice to clients and manage a diverse portfolio.
- Company: Join Blick Rothenberg, an award-winning firm with a supportive culture.
- Benefits: Enjoy competitive salary, flexible hours, and extensive learning opportunities.
- Other info: Be part of a dynamic team with clear pathways for career advancement.
- Why this job: Make a real impact while developing your career in a nurturing environment.
- Qualifications: Accountancy qualification (ACA or CTA) and advisory experience required.
The predicted salary is between 60000 - 75000 € per year.
Are you looking to develop your career within a nurturing environment where you can flourish? Do you want to join an award-winning firm that strives for excellence and success for our clients, our people and our business?
Blick Rothenberg are a leading tax, accountancy and business advisory firm founded on personal integrity and technical expertise. Our teams work seamlessly to provide advice throughout the life cycle of our clients. Our partner-led approach ensures that our clients receive an excellent service from a team of high-quality people who combine technical expertise with personal integrity. Our ethos is reflected in the way that we work with our clients, taking the time to understand their business and invest in the relationship to ensure that we can provide the best advice possible.
The role offers a nurturing and collaborative working culture that is caring and protective of our people, within an environment where they can learn and flourish. In addition to a competitive remuneration package, we offer a range of flexible benefits and flexible hours of work. We have clearly defined career pathways which empower you to manage your own development.
Key accountabilities:
- Provide advice to clients including trustees, executors and heads of family offices in connection with their tax affairs.
- Manage day-to-day aspects of a large portfolio including billing, delegation and monitoring work in progress.
- Oversee developing new work from existing clients and business development.
Qualifications:
- An accountancy qualification such as ACA or CTA are essential for this role.
- Advisory experience is essential as part of this role.
- Experience in the administration of estates is desirable.
Your journey will continue via mentorship by the senior management team to provide soft skills development to include client and staff management. Personal coaching will also be available as your journey continues beyond formal qualifications tailored to your own individual aspirations.
Benefits:
- Pension – Looking after your future self when it’s time to step back and relax.
- 25 days annual leave + bank holidays – Time to focus on what’s important to you.
- Private Medical Insurance – Taking care of your health.
- Permanent Health Insurance – Financial protection in the event of illness or injury.
- Flexible hours of work – We operate a flexible working policy.
- Life Assurance – 4 x times salary.
- Employee Referral Bonus – We’re always looking for talented individuals to join our family.
- Employee Benefits Portal – Cashback and vouchers on everyday purchases.
- Extensive Learning & Development Opportunities – Continuous development and support.
- Opportunity to attend social events – Time to stop, pause and have fun.
- Career Coaching – Better never stops.
- Enhanced Parental + Family leave – We want Blick Rothenberg to be a place where you can plan both a career and a family.
Private Client Senior Manager (Trusts and Family Office) in London employer: Blick Rothenberg
Blick Rothenberg is an award-winning tax, accountancy and business advisory firm that prioritises personal integrity and technical expertise, creating a nurturing environment where employees can thrive. With a strong focus on career development, flexible working hours, and a supportive culture, we empower our team members to manage their own growth while enjoying a competitive salary and comprehensive benefits. Join us in a dynamic office atmosphere that values collaboration and offers exciting opportunities to work with a diverse client portfolio.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Senior Manager (Trusts and Family Office) in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to current employees at Blick Rothenberg on LinkedIn. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by researching the company culture and values. Blick Rothenberg prides itself on personal integrity and technical expertise, so think about how your experiences align with their ethos. Be ready to share examples that showcase your skills and fit!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to boost your confidence. Focus on articulating your experience in client service and delivery, as these are key aspects of the role you're aiming for.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining the Blick Rothenberg family. Let’s get you that dream job!
We think you need these skills to ace Private Client Senior Manager (Trusts and Family Office) in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Private Client Senior Manager role. Highlight your relevant experience in trusts, family offices, and client service to show us you’re the perfect fit!
Showcase Your Qualifications:Don’t forget to mention your accountancy qualifications like ACA or CTA. We want to see how your skills align with our needs, so be clear about your advisory experience and any estate administration knowledge.
Be Authentic:Let your personality shine through in your application! We value personal integrity and a collaborative spirit, so share your passion for helping clients and working in a team-oriented environment.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Blick Rothenberg
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to trusts and family offices. Familiarise yourself with the latest tax regulations and how they impact clients. This will show that you're not just qualified, but also genuinely interested in the field.
✨Showcase Your Soft Skills
Since this role involves client management, be prepared to discuss your experience in building relationships and managing teams. Think of specific examples where you've demonstrated leadership or resolved conflicts, as these stories can really make you stand out.
✨Understand Their Culture
Blick Rothenberg values a nurturing and collaborative environment. Research their ethos and think about how your personal values align with theirs. During the interview, mention how you thrive in supportive settings and how you can contribute to their team culture.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of your interview. This could be about their approach to client service or how they support professional development. It shows you're engaged and serious about the opportunity, plus it gives you insight into whether this is the right fit for you.