Senior Manager, Private Client, Trust & Family Office

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.

• Provide expert tax advice to trustees, executors and heads of family offices on complex private client affairs
• Manage the day-to-day delivery of a large client portfolio, including billing, delegation and monitoring work in progress
• Oversee development of new work from existing clients and contribute to business development activity
• Deliver exceptional client service, acting as a trusted senior adviser on complex matters

• Strong experience working within practice, with exposure to essential elements of private client service and delivery
• An ACA or CTA qualification (essential for this role)
• Proven advisory experience in private client tax (essential)
• Experience in the administration of estates (desirable)
• Confidence leading client relationships and managing teams
• Ambition to progress your career, supported through senior mentorship and personalised coaching toward Director or Partner

We are committed to:

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.

We don’t 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.

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Smarter working:
Find simpler, more efficient ways to deliver services, supported by tech or process improvements.

• 25 days annual leave + bank holidays:
  Time to focus on you.
• Financial security:
  Life assurance, free mortgage advice, financial coaching.
• Health & wellbeing:
  Private medical insurance (eligibility applies), 24/7 GP access, mental health support, eye care, flu vaccinations.
• Lifestyle perks:
  Employee discount platform, holiday trading, cycle-to-work scheme, home & tech purchase scheme, electric vehicle leasing, season ticket loan.
• Additional cover options:
  Critical illness cover, travel insurance, dental insurance, health assessments.
• Giving back:
  Charitable donations via payroll.