About the Position
Manager – Trust and Family Office team at Blick Rothenberg. The role focuses on managing relationships with high‑net‑worth clients, overseeing trust and estates compliance, and providing complex tax advisory support to senior leadership.
Key Responsibilities
* Manage individual HNW client relationships, including trustees and executors, as the primary point of contact.
* Review the annual compliance cycle of trust and estates accounts and related tax returns.
* Draft complex tax advisory reports for Directors and Partners.
* Advise on CGT, IHT, domicile/residence issues, and the use of trust/company structures.
* Collaborate closely with Senior Managers, Directors and Partners; assist with business development when appropriate.
* Identify potential planning opportunities and support marketing and networking initiatives.
Benefits
* Competitive remuneration package.
* Flexible working arrangements (hybrid, synchronous/asynchronous, flexible hours).
* Unlimited annual leave pool and bank holidays.
* Private Medical Insurance and Permanent Health Insurance.
* Life Assurance – 4 times salary.
* Employee Referral Bonus, Learning & Development opportunities, and access to an employee benefits portal.
* Career coaching and continuous professional development support.
* Opportunities to attend social events and participate in team‑building activities.
Note from the Hiring Manager: "You will be joining a forward‑thinking, progressive office with a supportive and friendly atmosphere. The role provides an exciting opportunity for a talented senior to become involved in a diverse and interesting client portfolio. Excellent on‑the‑job training will be provided, together with the opportunity to advance your career within a dynamic business."
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