Private Client Manager (Trust and Family Office)

Blick Rothenberg is a leading tax, accountancy, and business advisory firm founded on personal integrity and technical expertise. Our partner-led approach ensures clients receive excellent service from high-quality teams who combine skill with integrity. We take the time to understand our clients’ businesses and invest in long-term relationships to provide the best possible service.

What you’ll do

• Manage relationships with individual HNW clients, including trustees and executors, acting as their primary point of contact
• Review the annual compliance cycle for trust and estate accounts and tax returns
• Draft complex tax advisory reports for Directors and Partner
• Advise on CGT, IHT, domicile and residence issues, and the use of trust and company structures
• Work closely with Senior Managers, Directors and Partners, supporting delivery and business development where appropriate
• Identify planning opportunities and contribute to marketing and networking initiatives

What you’ll bring

• Experience working with trusts, estates and HNW individuals within a professional services environment
• Strong technical knowledge across CGT, IHT, domicile/residence and trust/company structures
• Confidence managing client relationships and acting as a trusted adviser
• The ability to produce high-quality written advisory work for senior stakeholders
• A collaborative approach and interest in contributing to business development and firm growth

Inclusion and Diversity

Let’s BRselves

We are committed to:

Celebrating individuality and recognising the power of diverse perspectives

Providing equitable opportunities for growth and success

Holding ourselves accountable for making meaningful change together

We are a Disability Confident committed employer.

What’s in it for you?

We don’t believe in one-size-fits-all rules. Instead, we have BRighte

r Working, a flexible framework that helps our people work in ways that create the best experience for them and their teams, while continuing to deliver outstanding service to our cli ents.

Hybrid working: Teams collaborate across multiple locations — BR offices, client sites, home, or elsewhere.

Smarter working: Find simpler, more efficient ways to deliver services, supported by tech or process improvements.

Flexible working: Temporary or permanent adjustments to your working pattern, beyond the standard contract.

Our Benefits at a glance:

• 25 days annual leave + bank holidays: Time to focus on you.
• Financial security: Life assurance, free mortgage advice, financial coaching.
• Health & wellbeing: Private medical insurance (eligibility applies), 24/7 GP access, mental health support, eye care, flu vaccinations.
• Lifestyle perks: Employee discount platform, holiday trading, cycle-to-work scheme, home & tech purchase scheme, electric vehicle leasing, season ticket loan.
• Additional cover options: Critical illness cover, travel insurance, dental insurance, health assessments.
• Giving back: Charitable donations via payroll.