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For Companies At a Glance
- Tasks: Provide expert tax advice to high-net-worth clients and manage a diverse portfolio.
- 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 career in a supportive environment.
- Qualifications: Must have accountancy qualification and experience in private client tax.
- Other info: Embrace a culture of collaboration, authenticity, and respect.
The predicted salary is between 48000 - 72000 £ per year.
Private Client Tax - Senior Manager
Location: London, UK
Contract: Full time, Permanent
Team: Private Client
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 advising private clients, trustees, executors, and heads of family offices on tax matters.
- Strong technical knowledge of private client tax, trusts, and estates, including advisory experience.
- Experience managing a large client portfolio, including delegation, workflow monitoring, and billing.
- Commercial awareness with the ability to identify opportunities to develop new work from existing clients.
- Ability to coach, review, and support junior team members effectively.
- Excellent client service and relationship management skills.
- Accountancy qualification such as ACA or CTA is essential.
- Experience in estates administration is desirable.
Client Advisory & Relationship Management
- Provide high‑quality tax advice to private clients, trustees, executors, and heads of family offices.
- Act as the main point of contact for your client portfolio, ensuring excellent service and trusted advisor relationships.
Portfolio Management & Delivery
- Manage a large portfolio of clients, overseeing day‑to‑day service delivery, billing, and monitoring work in progress.
- Plan, delegate, and review work across the team to ensure deadlines and quality standards are met.
Business Development & Team Leadership
- Identify opportunities to develop additional work from existing clients and support wider business development activities.
- Support the coaching and development of junior team members.
- Participate in mentorship and personal development programs to progress toward Director/Partner.
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.
Inclusion and Diversity
Celebrating individuality and recognising the power of diverse perspectives. Providing equitable opportunities for growth and success. Holding ourselves accountable for making meaningful change together.
Disability Confident committed employer.
What's in it for you?
We don't believe in one‑size‑fits‑all rules. Instead, we have BRighter 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 clients.
- 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 Senior Manager employer: Chorus srl
Contact Detail:
Chorus srl Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and engage on platforms like LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its values. At StudySmarter, we believe in being authentic, so be yourself and show how your skills align with their mission. Practice common interview questions and have your own ready to ask!
✨Tip Number 3
Follow up after interviews! A simple thank-you email can go a long way in showing your enthusiasm for the role. It keeps you fresh in their minds and demonstrates your professionalism—something we value at StudySmarter.
✨Tip Number 4
Don’t hesitate to apply through our website! We’re always looking for passionate individuals who fit our culture. Tailor your application to highlight your experience with private clients and your ability to build relationships—this is key for us!
We think you need these skills to ace Private Client Tax Senior Manager
Some tips for your application 🫡
Show Your Expertise: Make sure to highlight your experience in advising private clients and managing portfolios. We want to see how your skills align with the role, so don’t hold back on showcasing your technical knowledge of tax matters!
Tailor Your Application: Take a moment to customise your application for this specific role. Mention our values like Collaboration and Authenticity, and explain how you embody them. This will show us that you’re not just looking for any job, but that you genuinely want to be part of our team.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured applications that are easy to read. Use bullet points if necessary to make your key achievements stand out!
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, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at Chorus srl
✨Know Your Tax Stuff
Make sure you brush up on your technical knowledge of private client tax, trusts, and estates. Be ready to discuss specific cases or scenarios where you've successfully advised clients, as this will show your expertise and confidence in the subject.
✨Showcase Your Client Management Skills
Prepare examples that highlight your experience managing a large client portfolio. Talk about how you've delegated tasks, monitored workflow, and ensured quality service delivery. This will demonstrate your ability to handle the responsibilities of the role effectively.
✨Demonstrate Your Business Development Acumen
Think of instances where you've identified opportunities for new work from existing clients. Discuss how you approached these situations and the outcomes. This will showcase your commercial awareness and ability to contribute to the firm's growth.
✨Emphasise Team Leadership and Mentorship
Be ready to talk about your experience coaching and supporting junior team members. Share specific examples of how you've helped others develop their skills, as this aligns with the firm's values of collaboration and respect.
