Private Client Senior Manager (Trusts and Family Office)

Private Client Senior Manager (Trusts and Family Office)

Competitive Salary + Benefits

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

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. You can read more about our values here.

The role

We offer 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 and be responsible for managing day to day aspects of a large portfolio including billing, delegation and monitoring work in progress. Additionally, you will also 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 and can even help you plot your route to Director/Partner.

Advisory experience is essential as part of this role. In addition experience in the administration of estates is desirable.

Skills & experience

Note from Hiring Manager

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.

Other

Blick Rothenberg is a 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 seen dramatic growth in recent years which has made us the 9th largest accountancy firm in the UK. This allows Blick Rothenberg to continue to deliver the high quality, partner led service, but with greater resources that being part of a larger business provides.

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're on a mission to give you back your time, as with any family, we all work in different ways and need flexibility within our working day and therefore we operate a flexible working policy.
• Life Assurance - 4 x times salary, our family is important to us, and so is yours.
• 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 not only for your professional qualifications but also for your personal goals and aspirations, so we can grow together.
• Opportunity to attend social events - Time to stop, pause and have fun.
• Career Coaching - Better never stops. Sharing our time to make the best use of yours.
• Enhanced Parental + Family leave - We want Blick Rothenberg to be a place where you can plan both a career and a family.