Private Client Tax Manager Trust and Family Office

Private Client Tax Manager - Trusts and Family Office
Location: London, UK Contract: Full time, Permanent Team: Private

Blick Rothenberg is a leading tax, accountancy, and business advisory firm founded on personal integrity and technical expertise. Our partner-led approach ensures clients receive excellent service from high-quality teams who combine skill with integrity. We take the time to understand our clients businesses and invest in long-term relationships to provide the best possible service.

To bring this ethos to life, we have articulated our approach through our values:
Collaboration, Authenticity, Respect, and being Dynamic. You can read more about our values here.

• Proven experience managing high-net-worth (HNW) client relationships, including trustees and executors.
• Strong technical knowledge of trust and estate administration, including CGT, IHT, domicile/residence issues, and reporting.
• Experience reviewing and preparing trust and estate accounts, tax returns, and complex advisory reports.
• Commercial awareness with the ability to identify planning opportunities and support business development initiatives.
• Strong communication and relationship management skills, with experience liaising with senior colleagues and clients.
• Ability to coach, review, and support junior team members effectively.
• Professionally qualified CTA or ACA qualification is essential.

• Act as the primary point of contact for individual HNW clients, trustees, and executors.
• Work closely with Senior Managers, Directors, and Partners on client matters and complex cases.

• Review and manage the annual compliance cycle for trust and estate accounts and tax returns.
• Draft complex tax advisory reports for Directors, Partners, and clients.
• Provide technical advice on CGT, IHT, domicile/residence issues, and trust/company structures.

• Identify potential planning opportunities for clients and support business development activities.
• Assist with marketing, networking, and client growth initiatives.

We are looking for a motivated Manager to join our Private Client team. This role offers the opportunity to work with high-net-worth individuals, trustees, and executors, providing expert advice on complex tax matters. You will be involved in compliance and advisory work, including CGT, IHT, domicile and residence issues, and trust/company structures. This is a chance to develop your technical expertise and progress your career in a collaborative, supportive environment.

We are looking for someone who is passionate about private client work and eager to grow their career in a team that values trust, collaboration, and technical excellence. You will have the chance to work closely with senior leaders and make a real impact for our clients.

- Alex, Partner, UK Private Client

Get a real insight into life at Blick Rothenberg hear from our teams, see how we work together, and discover what makes our culture unique. See more - Our Culture - Blick Rothenberg

Lets BRselves

• Celebrating individuality and recognising the power of diverse perspectives
• Providing equitable opportunities for growth and success
• Holding ourselves accountable for making meaningful change together

We are a Disability Confident committed employer
. Learn more about our Inclusion and Diversity approach here.

Blick Rothenberg is part of Azets, an award-winning firm of accountants and business advisors operating across the UK, Nordics, and the USA. Azets is a family of over 6,500 employees and has experienced significant growth in recent years, making it the 9th largest accountancy firm in the UK.

We dont believe in one-size-fits-all rules. Instead, we have BRighter Working
, a flexible framework that helps our people work in ways that create the best experience for them and their teams, while continuing to deliver outstanding service to our clients.

• Hybrid working:
  Teams collaborate across multiple locations   offices, client sites, home, or elsewhere.
• Smarter working:
  Find…