Private Client Manager (TFO)

Blick Rothenberg; United Kingdom; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading firm in the UK is seeking a Manager for their Trust and Family Office team. This role involves managing high-net-worth client relationships, reviewing compliance cycles, and drafting tax advisory reports. The firm offers a competitive salary, study support, and a range of benefits including hybrid working and extensive learning opportunities.

Benefits

Pension

25 days annual leave + bank holidays

Private Medical Insurance

Permanent Health Insurance

Life Assurance (4x salary)

Employee Referral Bonus

Employee Benefits Portal

Extensive Learning & Development Opportunities

Career Coaching

Opportunity to attend social events

Qualifications

• Experience in managing HNW client relationships.
• Ability to draft complex tax advisory reports.

Responsibilities

• Manage individual HNW client relationships as primary contact.
• Review compliance cycle of trust and estates accounts.
• Advise on CGT, IHT, domicile/residence issues.

Skills

Client Relationship Management

Tax Advisory

Business Development

Job description

Manager Trust and Family Office team

Competitive Salary + Study Support + 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?

As a Manager within the Trust and Family Office team, you will be responsible for:

• Managing individual HNW client relationships, including trustees and executors, as their primary point of contact.
• Reviewing the annual compliance cycle of trust and estates accounts, and tax returns.
• Drafting complex tax advisory reports for Directors and Partners.
• Advising on CGT, IHT, domicile/residence issues, and the use of trust/company structures.
• Working closely with leading Senior Managers, Directors, and Partners where required, and assisting with business development opportunities where appropriate.
• Identifying potential planning opportunities and assisting with marketing and networking initiatives.

A note from the Hiring Manager

“TBC”

Azets

Blick Rothenberg is part of Azets, an award-winning firm of Accountants and Business Advisors operating across the UK, Nordics, and the USA. Azets comprises over 6,500 employees and has experienced significant growth in recent years, making us the 9th largest accountancy firm in the UK. This allows Blick Rothenberg to continue delivering high-quality, partner-led service, with greater resources provided by being part of a larger organization.

What's in it for you?

Our BRighter Working framework helps us find ways of working that provide a great experience for individuals and teams, while maintaining the highest service standards for our clients. This includes:

• Hybrid working – working together in multiple locations such as an office, client site, or home.
• Synchronous/Asynchronous working – collaborating in real-time or at different times using technology.
• Smarter working – delivering services more efficiently through tech-enabled solutions or process improvements.
• Flexible working – adjusting working patterns to suit individual needs, either temporarily or permanently.

We also offer:

• Pension
• 25 days annual leave + bank holidays
• Private Medical Insurance
• Permanent Health Insurance
• Life Assurance (4x salary)
• Employee Referral Bonus
• Employee Benefits Portal
• Extensive Learning & Development Opportunities
• Opportunity to attend social events
• Career Coaching