Private Client Manager (TFO)

Overview

Private Client Manager (TFO) at Blick RothenbergCompetitive Salary + Study Support + Benefits. Hybrid/ flexible working options available.About Blick Rothenberg

Blick Rothenberg is a leading tax, accountancy and business advisory firm founded on personal integrity and technical expertise. Our partner-led approach ensures that our clients receive excellent service from a team of high-quality people who combine technical expertise with personal integrity. We are committed to improving diversity and inclusion and to offering flexible working arrangements under BRighter Working.The role

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 Senior Managers, Directors and Partners and assisting with business development opportunities where appropriate.Identifying potential planning opportunities and assisting with marketing and networking initiatives.What we offer

Nurturing and collaborative working culture with career development opportunitiesCompetitive remuneration package with flexible benefits and hoursDefined career pathways and colleague-led collaborative groupsRequirements / Responsibilities

Experience in private client or trust/estate work is preferredStrong communication and relationship-management skillsAbility to draft complex tax advisory reports and advise on CGT/IHTAbility to work with Partners and Senior Managers and contribute to business developmentNote: This description is based on the original content and retains the role, responsibilities, and benefits information while removing extraneous boilerplate and repetitive ..... full job details .....