At a Glance
- Tasks: Manage client tax affairs and oversee a diverse portfolio in a collaborative team.
- Company: Join Blick Rothenberg, an award-winning firm known for integrity and excellence.
- Benefits: Enjoy flexible hours, competitive salary, and extensive learning opportunities.
- Other info: Be part of a dynamic team with clear pathways for career advancement.
- Why this job: Make a real impact while developing your career in a supportive environment.
- Qualifications: Accountancy qualification (ACA or CTA) and advisory experience required.
The predicted salary is between 60000 - 80000 £ 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.
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:
- 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.
- You will be responsible for managing day to day aspects of a large portfolio including billing, delegation and monitoring work in progress.
- You will 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.
An accountancy qualification such as ACA or CTA is essential for this role. 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.
Advisory experience is essential as part of this role. In addition, 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 for your professional qualifications and personal goals.
- 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: 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 through mentorship, flexible working hours, and extensive learning opportunities, the firm ensures that its team members are well-supported in achieving both professional and personal aspirations. Located in a progressive office environment, employees benefit from a diverse client portfolio and a commitment to work-life balance, making it an excellent place for meaningful and rewarding employment.
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 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, authenticity, respect, and being dynamic. Show them how you embody these values in your work and interactions.
✨Tip Number 3
Practice your pitch! Be ready to explain why you’re the perfect fit for the Private Client Senior Manager role. Highlight your advisory experience and how you can contribute to their nurturing and collaborative culture.
✨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 genuinely interested in joining the Blick Rothenberg family.
We think you need these skills to ace Private Client Senior Manager (Trusts and Family Office)
Some tips for your application 🫡
Show Your Authentic Self:When writing your application, let your personality shine through! We want to see the real you, so don’t be afraid to share your unique experiences and perspectives that align with our values of authenticity and collaboration.
Tailor Your Application:Make sure to customise your application for the Private Client Senior Manager role. Highlight your relevant experience in trusts and family offices, and how it connects to our ethos of providing excellent client service. This shows us you’re genuinely interested!
Be Clear and Concise:Keep your application straightforward and to the point. Use clear language and structure your thoughts logically. This not only makes it easier for us to read but also reflects your ability to communicate effectively, which is key in this role.
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 and shows us you’re keen on joining our team at Blick Rothenberg. Plus, it’s super easy!
How to prepare for a job interview at Job Search Place Limited
✨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 how they impact clients. This will show that you're not just qualified, but also genuinely interested in the field.
✨Emphasise Collaboration
Blick Rothenberg values collaboration, so be prepared to discuss examples of how you've worked effectively in teams. Share stories that highlight your ability to build relationships and work towards common goals, as this aligns perfectly with their ethos.
✨Show Your Dynamic Side
Demonstrate your adaptability and willingness to embrace change. Talk about times when you've had to pivot or adjust your approach in response to new information or client needs. This will resonate well with their dynamic working culture.
✨Ask Insightful Questions
Prepare thoughtful questions that reflect your understanding of the firm’s values and operations. Inquire about their approach to client service or how they support professional development. This shows that you're not only interested in the role but also in contributing to their success.
