Private Client Tax Senior Manager

Blick Rothenberg; City of Westminster; Hybrid; GBP 150,000 - 200,000; Full time

Job summary

A leading tax and accountancy firm in the City of Westminster is seeking a proactive individual to manage client portfolios while providing excellent service to private clients. The role offers a hybrid working model with 25 days annual leave, private medical insurance, and various lifestyle perks. Opportunities for career advancement within a supportive environment are available, along with competitive salary and on-the-job training.

Benefits

Pension

25 days annual leave + bank holidays

Private medical insurance

Employee discount platform

Cycle-to-work scheme

Responsibilities

• Providing an efficient, client-focused and proactive service to meet private clients' needs.
• Managing daily client portfolios including billing and monitoring work in progress.
• Liaising with HMRC regarding client matters and inquiries.

Job description

Responsibilities

• Providing an efficient, client focused and proactive service to meet the needs of private clients.
• Working with directors and managers on technical assignments.
• Managing day-to-day client portfolio of trusts, estates and family offices, including billing and monitoring work in progress.
• Ensuring the firm’s risks are managed appropriately.
• Liaising with HMRC in relation to client matters and dealing with enquiries from HMRC.
• Liaising proactively with clients on advisory matters.
• Preparation of trust and estate returns.
• Preparation of trust and estate accounts.

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.”

Compensation & Benefits

Competitive salary, study support and a comprehensive benefits package. We are a leading tax, accountancy and business advisory firm founded on personal integrity and technical expertise. Our partner‑led approach offers excellent on‑the‑job training and the opportunity to advance your career within a dynamic business.

Working Model

• Hybrid working – teams collaborate across multiple locations such as office, client site, home or other.
• Synchronous/Asynchronous working – using technology to work together at the same time or in different times.
• Smarter working – finding simpler, more efficient ways of delivering services to clients and working together as a team.
• Flexible working – temporary or permanent change to one’s terms and conditions to enable a working pattern different from the standard contract.

Benefits at a Glance

• 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 you.
• Life assurance, free mortgage advice, financial coaching – financial security.
• Private medical insurance (eligibility applies), 24/7 GP access, mental health support, eye care, flu vaccinations – health & wellbeing.
• Employee discount platform, holiday trading, cycle‑to‑work scheme, home & tech purchase scheme, electric vehicle leasing, season ticket loan – lifestyle perks.
• Critical illness cover, travel insurance, dental insurance, health assessments – additional cover options.
• Charitable donations via payroll – giving back.