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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, competitive salary, and comprehensive health benefits.
- Why this job: Make a real impact while developing your expertise in a supportive team.
- Qualifications: Professionally qualified CTA or ACA with strong communication skills.
- Other info: Be part of a dynamic culture that values collaboration and diversity.
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. To bring this ethos to life, we have articulated our approach through our values: Collaboration, Authenticity, Respect, and being Dynamic.
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.
Our Culture
- Celebrating individuality and recognising the power of diverse perspectives.
- Providing equitable opportunities for growth and success.
- Holding ourselves accountable for making meaningful change together.
Blick Rothenberg is part of Azets, an award-winning firm of accountants and business advisors operating across the UK, Nordics, and the USA. Azets is a family of over 6,500 employees and has experienced significant growth in recent years, making it the 9th largest accountancy firm in the UK.
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 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
✨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. At Blick Rothenberg, they value collaboration and authenticity, so think about how you can demonstrate these traits during your chat. Show them you’re not just a fit for the role, but for their culture too!
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to get comfortable with common questions. Focus on showcasing your experience with high-net-worth clients and your technical knowledge of trust and estate administration.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. And remember, apply through our website for the best chance at landing that dream job with us!
We think you need these skills to ace Private Client Tax Manager Trust and Family Office
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 your background aligns with our team’s goals. Remember, we love dynamic individuals who can bring fresh ideas to the table.
Showcase Your Communication Skills: Since strong communication is key for this role, make sure your application reflects your ability to convey complex information clearly. Whether it's through your CV or cover letter, let us see your relationship management skills in action!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people. Plus, you’ll get a feel for 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, especially CGT, IHT, and domicile/residence issues. Being able to discuss these topics confidently will show that you're well-prepared and understand the complexities involved.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed high-net-worth client relationships in the past. Highlight your communication skills and ability to liaise with senior colleagues and clients, as this role requires strong relationship management.
✨Demonstrate Your Business Acumen
Think about potential planning opportunities you've identified in previous roles. Be ready to discuss how you can support business development initiatives at Blick Rothenberg, showcasing your commercial awareness and proactive approach.
✨Emphasise Team Collaboration
Since this role involves coaching and supporting junior team members, be prepared to talk about your experience in mentoring others. Show that you value collaboration and are eager to contribute to a supportive team environment.
