Private Client Tax Senior Manager

Blick Rothenberg; Greater London; Hybrid; GBP 90,000 - 130,000; Full time

Benefits offered by this job

Pension

25 days annual leave + bank holidays

Private Medical Insurance

Permanent Health Insurance

Life Assurance

Employee Referral Bonus

Benefits Portal

Learning & Development opportunities

Social events

Career Coaching

Job summary

Blick Rothenberg, a leading tax, accountancy and business advisory firm, is seeking a Private Client Tax Senior Manager to lead client tax matters within the Private Wealth team. You will manage day-to-day portfolio activities, oversee billing, and help drive business development.

The role requires an accountancy qualification (CTA/ACA or equivalent) and offers mentorship, coaching and career progression within a values-driven, partner-led practice.

Qualifications

• Accountancy knowledge and client service experience
• Experience managing large client portfolios and billing processes
• Mentorship and staff development opportunities are described as part of career progression

Responsibilities

• Provide tax advisory services to clients within the Private Wealth team.
• Manage day-to-day aspects of a large client portfolio, including billing, delegation and monitoring WIP.
• Develop new work from existing clients and contribute to business development.

Skills

Tax advisory

Client management

Billing oversight

Practice experience

Education

CTA/ACA

Job description

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.

About Us

Private Client Tax Senior Manager

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.

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 Private Client Tax Senior Manager, within the Private Wealth team you will provide advice to clients in connection with their tax affairs and be responsible for managing day-to-day aspects 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 CTA or ACA (or equivalent experience) 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.

A note from the Hiring Manager

“This is an excellent opportunity to help shape the growth of the Private Client practice and to work on a diverse range of client assignments”

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.