Private Client Tax Manager

Blick Rothenberg; Greater London; Hybrid; GBP 70,000 - 100,000; Full time

Benefits offered by this job

Pension

25 days annual leave

Private Medical Insurance

Permanent Health Insurance

Life Assurance

Employee Referral Bonus

Learning & Development Opportunities

Career Coaching

Job summary

Blick Rothenberg are seeking a Manager in the Trust and Family Office team to lead high‑net‑worth client relationships, oversee trust & estates compliance, and deliver complex tax advisory reports to Directors and Partners.

You will advise on CGT, IHT, domicile issues and the use of trust structures, collaborating with senior leadership. The role supports flexible BRighter working and career development within a forward‑thinking firm.

Qualifications

• Experience handling high-net-worth client relationships, including trustees and executors.
• Ability to review compliance cycles of trust and estates accounts and tax returns.
• Experience drafting complex tax advisory reports for Directors and Partners.

Responsibilities

• Managing individual HNW client relationships, including trustees and executors, as their primary point of contact.
• Reviewing 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 Senior Managers, Directors and Partners; assisting with business development opportunities.
• Identifying potential planning opportunities and assisting with marketing and networking initiatives.

Skills

Client relationship management

Trust & estate taxation

Tax advisory reports

CGT & IHT knowledge

Business development

Job description

About Us

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?

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.

Blick Rothenberg is committed to improving the diversity of its workforce across all levels by building a culture that’s genuinely inclusive, a culture where everyone can fulfil their potential and can be themselves.

We seek to attract smart talented people from the widest talent pool as well as those that reflect the diversity of the communities we live and work in.

BR supports flexible working (BRighter working) which aims to allow you to balance your life with the needs of colleagues and the high expectations of our clients.

What we offer

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.

The role

As a Manager within the Trust and Family Office team you will responsible for;

• Managing individual HNW client relationships, including trustees and executors, as their primary point of contact.
• Reviewing 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

“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.”

“Azets Blick Rothenberg are a part of Azets, an award-winning firm of Accountants and Business Advisors operating across the UK, Nordics and the USA. Azets are a family of over 6,500 employees and have 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 resource that being part of a larger business provides.”

What's in it for you?

Coming up with a strict set of rules that work for every team and individual in a business as diverse as ours isn’t possible. Instead, we have BRighter Working, a framework to find ways of working that give us individually and collectively a great experience, while continuing to provide the highest quality service to our clients when and where they need us. This is inclusive of:

• Hybrid working– where teams are working together in multiple locations i.e. a BR office, a client site, their home or somewhere else
• Synchronous/Asynchronous working– using the office or technology to work together at the same time / using technology and different ways of working to work at different times to colleagues.
• Smarter working– finding simpler, more efficient ways of delivering services to clients and working together as a BR team. These can be tech-enabled but may also be simple changes to our processes
• Flexible working– a temporary or permanent change to someone’s terms and conditions which fixes a working pattern different to the standard contract

• 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. One less thing to worry about.
• Permanent Health Insurance – Financial protection in the event of illness or injury.
• 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.