Private Client Tax Senior Manager – Trusts & Family Office

Private Client Tax Senior Manager – Trusts & Family Office

Full-Time 60000 - 80000 Β£ / year (est.) Home office (partial)
Job Search Place Limited

At a Glance

  • Tasks: Provide expert tax advice and manage client portfolios for trusts and family offices.
  • Company: Join Blick Rothenberg, a top tax and accountancy firm in Greater London.
  • Benefits: Enjoy a competitive salary, flexible working hours, and extensive learning opportunities.
  • Other info: Dynamic team environment with great career progression potential.
  • Why this job: Make a real impact by advising clients and developing new business opportunities.
  • Qualifications: Must be ACA or CTA qualified with strong advisory experience.

The predicted salary is between 60000 - 80000 Β£ per year.

Blick Rothenberg, a leading tax and accountancy firm in Greater London, is seeking a Private Client Senior Manager to join their Trusts and Family Office team. This role involves providing tax advice, managing client portfolios, and developing new business opportunities.

The ideal candidate will be ACA or CTA qualified with strong advisory experience and a commitment to client service.

The position offers a competitive salary and a comprehensive benefits package, including flexible working hours and extensive learning opportunities.

Private Client Tax Senior Manager – Trusts & Family Office employer: Job Search Place Limited

Blick Rothenberg is an exceptional employer, offering a dynamic work environment in Greater London where innovation and client service are at the forefront. Employees benefit from flexible working hours, a competitive salary, and extensive learning opportunities that foster professional growth within the Trusts and Family Office team. Join us to be part of a collaborative culture that values your contributions and supports your career aspirations.

Job Search Place Limited

Contact Details:

Job Search Place Limited Recruitment Team

StudySmarter Expert Advice🀫

We think this is how you could land Private Client Tax Senior Manager – Trusts & Family Office

✨Tip Number 1

Network like a pro! Reach out to your connections in the tax and accountancy world, especially those who might know someone at Blick Rothenberg. A friendly chat can open doors that a CV just can't.

✨Tip Number 2

Prepare for the interview by brushing up on your advisory experience. Think of specific examples where you've provided top-notch client service or developed new business opportunities. We want you to shine!

✨Tip Number 3

Show your passion for trusts and family office work during your conversations. Let them know why you're excited about this role and how you can contribute to their team. Enthusiasm goes a long way!

✨Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.

We think you need these skills to ace Private Client Tax Senior Manager – Trusts & Family Office

Tax Advisory
Client Portfolio Management
Business Development
ACA Qualification
CTA Qualification
Client Service Commitment
Advisory Experience

Some tips for your application 🫑

Tailor Your CV:Make sure your CV reflects the skills and experience that are relevant to the Private Client Tax Senior Manager role. Highlight your ACA or CTA qualifications and any advisory experience you have, as this will show us you're a great fit for the team.

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about tax advisory and how your background aligns with our values at Blick Rothenberg. Don’t forget to mention your commitment to client service!

Showcase Your Business Development Skills:Since developing new business opportunities is key in this role, be sure to include examples of how you've successfully attracted and managed clients in the past. We love seeing proactive candidates who can drive growth!

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 don’t miss out on any important updates regarding your application status!

How to prepare for a job interview at Job Search Place Limited

✨Know Your Tax Stuff

Make sure you brush up on the latest tax regulations and practices, especially those relevant to trusts and family offices. Being able to discuss recent changes or trends in tax law will show your expertise and commitment to staying informed.

✨Showcase Your Advisory Skills

Prepare examples of how you've successfully advised clients in the past. Think about specific challenges you faced and how you navigated them. This will demonstrate your problem-solving abilities and client service focus, which are crucial for this role.

✨Understand Their Business

Research Blick Rothenberg and their Trusts and Family Office team. Familiarise yourself with their services, values, and any recent news. This knowledge will help you tailor your answers and show that you're genuinely interested in being part of their team.

✨Ask Insightful Questions

Prepare thoughtful questions to ask at the end of the interview. Inquire about their approach to client management or how they support professional development. This not only shows your interest but also helps you gauge if the firm aligns with your career goals.