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For Companies At a Glance
- Tasks: Manage high-net-worth client relationships and provide expert tax advice.
- Company: Join Blick Rothenberg, a leading tax and business advisory firm in London.
- Benefits: Enjoy flexible working, 25 days leave, and comprehensive health benefits.
- Why this job: Make a real impact while developing your expertise in a supportive team.
- Qualifications: Must have CTA or ACA qualification and experience with HNW clients.
- Other info: Be part of a diverse team committed to collaboration and growth.
The predicted salary is between 36000 - 60000 £ per year.
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.
Essential Skills & Experience
- Proven experience managing high-net-worth (HNW) client relationships, including trustees and executors.
- Strong technical knowledge of trust and estate administration, including CGT, IHT, domicile/residence issues, and reporting.
- Experience reviewing and preparing trust and estate accounts, tax returns, and complex advisory reports.
- Commercial awareness with the ability to identify planning opportunities and support business development initiatives.
- Strong communication and relationship management skills, with experience liaising with senior colleagues and clients.
- Ability to coach, review, and support junior team members effectively.
- Professionally qualified CTA or ACA qualification is essential.
What You'll Do
- Client Relationship Management
- Act as the primary point of contact for individual HNW clients, trustees, and executors.
- Work closely with Senior Managers, Directors, and Partners on client matters and complex cases.
- Compliance & Advisory
- Review and manage the annual compliance cycle for trust and estate accounts and tax returns.
- Draft complex tax advisory reports for Directors, Partners, and clients.
- Provide technical advice on CGT, IHT, domicile/residence issues, and trust/company structures.
- Business Development & Planning
- Identify potential planning opportunities for clients and support business development activities.
- Assist with marketing, networking, and client growth initiatives.
We are looking for a motivated Manager to join our Private Client team. This role offers the opportunity to work with high-net-worth individuals, trustees, and executors, providing expert advice on complex tax matters. You will be involved in compliance and advisory work, including CGT, IHT, domicile and residence issues, and trust/company structures. This is a chance to develop your technical expertise and progress your career in a collaborative, supportive environment.
We are looking for someone who is passionate about private client work and eager to grow their career in a team that values trust, collaboration, and technical excellence. You will have the chance to work closely with senior leaders and make a real impact for our clients.
What's in it for you?
- 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
- 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 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.
Private Client Tax Manager Trust and Family Office in London employer: Chorus srl
Contact Detail:
Chorus srl Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager Trust 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 relevant groups, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client relationships and how they operate. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience with high-net-worth clients and your technical knowledge in trusts and estates. Highlight your ability to manage relationships and provide value – that’s what they want to hear!
✨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 serious about joining our team and are keen to contribute to our collaborative culture.
We think you need these skills to ace Private Client Tax Manager Trust and Family Office in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your experience with high-net-worth clients and any relevant qualifications like CTA or ACA. We want to see how you fit into our values of collaboration and authenticity!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about private client work and how you can contribute to our team. Be genuine and show us your personality – we love authenticity!
Showcase Your Technical Knowledge: Since this role involves complex tax matters, make sure to demonstrate your technical expertise in areas like CGT, IHT, and trust administration. We’re looking for someone who can hit the ground running, so don’t hold back on your knowledge!
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’re considered for the role. Plus, you’ll get to explore more about our culture and values while you’re at it!
How to prepare for a job interview at Chorus srl
✨Know Your Stuff
Make sure you brush up on your technical knowledge of trust and estate administration. Be ready to discuss CGT, IHT, domicile/residence issues, and how they impact high-net-worth clients. This will show that you’re not just familiar with the basics but can handle complex scenarios.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed relationships with HNW clients, trustees, and executors. Highlight your communication skills and any instances where you’ve provided exceptional service or resolved challenging situations.
✨Demonstrate Your Business Acumen
Think about potential planning opportunities you could identify for clients. Be ready to discuss how you can support business development initiatives and contribute to the growth of the firm. This shows you’re not just a tax expert but also a strategic thinker.
✨Be a Team Player
Since collaboration is key at Blick Rothenberg, prepare to talk about your experience in coaching and supporting junior team members. Share specific examples of how you’ve contributed to a positive team environment and helped others grow.
