At a Glance
- Tasks: Manage relationships with high-net-worth clients and oversee trust and estates compliance.
- Company: Join Blick Rothenberg, a forward-thinking and progressive office.
- Benefits: Enjoy flexible working, unlimited leave, private medical insurance, and career coaching.
- Other info: Excellent training and opportunities for career advancement await you.
- Why this job: Be part of a dynamic team and work on diverse client portfolios.
- Qualifications: Experience in tax advisory and strong relationship management skills.
The predicted salary is between 60000 - 80000 £ per year.
About the Position: Manager – Trust and Family Office team at Blick Rothenberg. The role focuses on managing relationships with high‑net‑worth clients, overseeing trust and estates compliance, and providing complex tax advisory support to senior leadership.
Key Responsibilities:
- Manage individual HNW client relationships, including trustees and executors, as the primary point of contact.
- Review the annual compliance cycle of trust and estates accounts and related tax returns.
- Draft complex tax advisory reports for Directors and Partners.
- Advise on CGT, IHT, domicile/residence issues, and the use of trust/company structures.
- Collaborate closely with Senior Managers, Directors and Partners; assist with business development when appropriate.
- Identify potential planning opportunities and support marketing and networking initiatives.
Benefits:
- Competitive remuneration package.
- Flexible working arrangements (hybrid, synchronous/asynchronous, flexible hours).
- Unlimited annual leave pool and bank holidays.
- Private Medical Insurance and Permanent Health Insurance.
- Life Assurance – 4 times salary.
- Employee Referral Bonus, Learning & Development opportunities, and access to an employee benefits portal.
- Career coaching and continuous professional development support.
- Opportunities to attend social events and participate in team‑building activities.
Note from the Hiring Manager: You will be joining a forward‑thinking, progressive office with a supportive and friendly atmosphere. The role provides an exciting opportunity for a talented senior to become involved in a diverse and interesting client portfolio. Excellent on‑the‑job training will be provided, together with the opportunity to advance your career within a dynamic business.
Private Client Tax Manager in London employer: Blick Rothenberg
Blick Rothenberg is an exceptional employer, offering a supportive and progressive work environment that prioritises employee well-being and professional growth. With flexible working arrangements, unlimited annual leave, and comprehensive benefits including private medical insurance and career coaching, employees are empowered to thrive both personally and professionally while managing diverse high-net-worth client portfolios.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out to potential contacts on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research the company, understand their values, and think about how your experience aligns with their needs. We recommend practising common interview questions and even role-playing with a friend to boost your confidence.
✨Tip Number 3
Showcase your expertise! When you get the chance to meet with potential employers, bring along examples of your work or case studies that highlight your skills. We want to see how you can add value, so make sure to demonstrate your knowledge in tax advisory and client management.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search. So, take that step and submit your application today!
We think you need these skills to ace Private Client Tax Manager in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Private Client Tax Manager role. Highlight your experience with high-net-worth clients and any relevant tax advisory work to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our Trust and Family Office team. Share specific examples of how you've managed client relationships and tackled complex tax issues.
Showcase Your Soft Skills:We love candidates who can build strong relationships! In your application, mention your communication skills and ability to collaborate with senior management. This will show us you’re ready to thrive in our supportive atmosphere.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Blick Rothenberg
✨Know Your Tax Stuff
Brush up on your knowledge of capital gains tax, inheritance tax, and domicile/residence issues. Be ready to discuss how these concepts apply to high-net-worth clients and trust structures, as this will show your expertise and confidence in the field.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to communicate complex tax advisory information clearly and effectively, as this is crucial for the role.
✨Be Ready to Collaborate
Think about times when you've worked closely with senior managers or directors. Be prepared to discuss how you can contribute to business development and support marketing initiatives, as teamwork is key in this position.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client management and their expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
