Senior Manager, Private Client, Trust & Family Office

CompanyBlick Rothenberg

LocationLondon Area, United Kingdom

Posted At1/16/2026

UK Visa Sponsorship Analytics

Analytics are greyed out due to low classification confidence (43.0%).

Occupation Type

Financial and accounting technicians

Occupation Code Skill LevelMedium Skilled

Sponsorship Salary Threshold

£48,700 (£24.97 per hour)

Occupation rate applies

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Description

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.

What you’ll do

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

What you’ll bring

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

Inclusion and Diversity

Let’s BRselves

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.

What's in it for you?

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.

Hybrid working: Teams collaborate across multiple locations — BR offices, client sites, home, or el

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

Flexible working: Temporary or permanent adjustments to your working pattern, beyond the standard contract.

Our Benefits at a glance:

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 viapayroll.