At a Glance
- Tasks: Manage client tax affairs and oversee a diverse portfolio in a supportive team.
- Company: Join Blick Rothenberg, an award-winning firm focused on integrity and excellence.
- Benefits: Enjoy flexible hours, competitive salary, and extensive learning opportunities.
- Other info: Be part of a dynamic team with clear pathways to 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.
We offer a nurturing and collaborative working culture that is caring and protecting 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.
As a Private Client Tax Senior Manager working in the Trusts and Family Office team, you will provide advice to clients including trustees, executors and heads of family offices in connection with their tax affairs and be responsible for managing day-to-day aspects of a large portfolio including billing, delegation and monitoring work in progress. Additionally, you will also oversee developing new work from existing clients and business development.
You will have strong experience of working within practice and have exposure to the essential elements of client service and delivery.
QualificationsAn accountancy qualification such as ACA or CTA are essential for this role. Advisory experience is essential as part of this role. In addition, 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 and can even help you plot your route to Director/Partner.
Skills & ExperienceNote from 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.”
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) 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 and collaborative work environment. With a strong focus on employee growth through mentorship, flexible working hours, and extensive learning opportunities, we empower our team to flourish while delivering exceptional service to our diverse client portfolio. Join us in a supportive atmosphere where your career aspirations can be realised alongside a competitive salary and comprehensive benefits.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Senior Manager (Trusts and Family Office)
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Practice makes perfect! Prepare for interviews by doing mock sessions with friends or family. This will help you get comfortable with common questions and boost your confidence when it’s time to shine.
✨Tip Number 3
Show off your personality! When you’re in an interview, let your true self shine through. Employers want to see how you’ll fit into their team, so don’t be afraid to share your passions and interests.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. By applying directly, you’ll have a better chance of standing out and getting noticed by our hiring team.
We think you need these skills to ace Private Client Senior Manager (Trusts and Family Office)
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 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 practices, as well as any recent changes in legislation that could impact your 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 and team collaboration, be prepared to discuss your soft skills. Think of examples where you've successfully managed client relationships or led a team. Highlighting your ability to communicate effectively and work well with others will resonate with their nurturing culture.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm’s approach to client service and how they support employee development. This not only shows your interest in the role but also aligns with their ethos of investing in relationships, both with clients and employees.
✨Demonstrate Your Growth Mindset
Blick Rothenberg values continuous development, so share your aspirations and how you plan to grow within the company. Discuss any relevant training or mentorship experiences you've had, and express your enthusiasm for the learning opportunities they offer.
