At a Glance
- Tasks: Provide expert tax advice to clients and manage a diverse portfolio.
- Company: Join Blick Rothenberg, an award-winning firm with a supportive culture.
- Benefits: Enjoy flexible hours, competitive salary, and extensive learning opportunities.
- Other info: Be part of a dynamic team with clear career pathways and mentorship.
- Why this job: Make a real impact while developing your career in a nurturing environment.
- Qualifications: Must have accountancy qualifications and advisory experience.
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.
Our ethos is reflected in the way that we work with our clients, taking the time to understand their business and invest in the relationship to ensure that we can provide the best advice possible. We want success for our people, our clients and for our business. In order to help preserve this winning formula, to bring it to life with our new joiners and to explain it to our clients, we have articulated our approach through the values of Collaboration, Authenticity, Respect and being Dynamic.
The role offers 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. We have a number of colleague led collaborative working groups which help shape our strategy.
Key accountabilities:
- Provide advice to clients including trustees, executors and heads of family offices in connection with their tax affairs.
- Manage day to day aspects of a large portfolio including billing, delegation and monitoring work in progress.
- Oversee developing new work from existing clients and business development.
- Have strong experience of working within practice and exposure to the essential elements of client service and delivery.
- An accountancy qualification such as ACA or CTA is essential for this role.
- Receive mentorship by the senior management team to provide soft skills development to include client and staff management.
- Personal coaching will also be available tailored to your own individual aspirations.
- Advisory experience is essential as part of this role.
- Experience in the administration of estates is desirable.
Skills & experience:
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) in London employer: Job Search Place Limited
Blick Rothenberg is an award-winning tax, accountancy and business advisory firm that prioritises a nurturing and collaborative work culture, allowing employees to thrive in their careers. With a strong focus on personal development, flexible working hours, and a comprehensive benefits package, including extensive learning opportunities and career coaching, we empower our team to achieve their professional aspirations while maintaining a healthy work-life balance. Join us in a supportive environment where your contributions are valued, and you can make a meaningful impact on our diverse client portfolio.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Senior Manager (Trusts 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. Since Blick Rothenberg values collaboration and authenticity, think of examples from your past that showcase these traits. 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. This will help you articulate your experience and skills confidently when it’s your turn to shine.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining the Blick Rothenberg family. Let’s make it happen!
We think you need these skills to ace Private Client Senior Manager (Trusts and Family Office) in London
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 experience in trusts, family offices, and client service to show us you’re the perfect fit!
Showcase Your Values:We love candidates who resonate with our values of Collaboration, Authenticity, Respect, and being Dynamic. Share examples from your past experiences that reflect these values to help us see how you align with our culture.
Be Clear and Concise:When writing your application, keep it straightforward and to the point. We appreciate clarity, so make sure your skills and experiences shine through without unnecessary fluff!
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity.
How to prepare for a job interview at Job Search Place Limited
✨Know the Company Values
Before your interview, take some time to familiarise yourself with Blick Rothenberg's values: Collaboration, Authenticity, Respect, and being Dynamic. Think about how your own experiences align with these values and be ready to share specific examples that demonstrate your fit.
✨Showcase Your Advisory Experience
As a Private Client Senior Manager, your advisory experience is crucial. Prepare to discuss your past roles in detail, focusing on how you've successfully managed client relationships and provided tailored advice. Use concrete examples to illustrate your expertise in trusts and family office matters.
✨Prepare for Technical Questions
Expect technical questions related to tax affairs, estate administration, and client service delivery. Brush up on relevant regulations and best practices in the industry. Being well-prepared will not only boost your confidence but also show your commitment to the role.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Inquire about the team dynamics, opportunities for professional development, or how the firm supports work-life balance. This shows your genuine interest in the company and helps you assess if it's the right fit for you.
