Blick Rothenberg

Private Client Manager

This is an exciting opportunity to join a well-established private client practice with high quality, complex private clients.

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Title: Private Client Manager

Reports to: Tax Partners and Directors

Working with: Managers, Directors and Partners across the department and the wider company

Summary
To manage a portfolio of private clients (including non-doms, HNW and OMBs) in connection with their personal tax affairs including advice and planning on matters such as structuring property ownership, residence and domicile, trusts (UK and International), capital taxes and planning for shareholders.  The individual should be willing to tackle new projects (with appropriate support) and have a “can do” attitude.

Qualifications necessary
ACA and/or CTA

Accountabilities/Key tasks
  • To provide an efficient and proactive service to private clients.
  • Involvement in tax planning including personal/business tax planning for property investment and development activities, non-domicile issues (including remittance planning), trusts, capital taxes and planning for shareholders.
  • To liaise proactively with clients on advisory matters.
  • To work with partners on complex technical assignments.
  • To manage day to day client portfolio including billing, delegation and monitoring work in progress.
  • To review personal tax returns prepared by more junior members of staff and be a technical point of reference.
  • To assist in marketing private client services alongside the partners and directors.
  • To assist with managing members of staff.
                                                              
Skills and personal attributes required
  • Solid technical background
  • Experience of private client tax planning and advisory services including trusts and non-domicile issues
  • Commercial awareness
  • Excellent client facing skills
  • Ability to prioritise
  • Supervisory skills
  • Strong written and oral communication skills
  • Assertiveness and confidence in own knowledge and ability
  • Desire to continue to develop as a private client practitioner

If you wish to apply (or require any further information) for any of the positions - applications can be submitted by emailing your CV (with covering letter) to: careers@blickrothenberg.com