Job Description

Private Client Tax, Senior Associate

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Location:

London, UK

Contract:

Full time, Permanent

Team:

Private Client

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.

Essential Skills & Experience

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Strong technical knowledge of personal tax, trusts, and estates compliance. Experience preparing tax returns and accounts for trusts and estates. Ability to draft clear, accurate tax advisory reports for senior review. Familiarity with CGT, IHT, domicile/residence issues, and trust/company structures. Comfortable managing client relationships and acting as a point of contact. Exposure to identifying planning opportunities and supporting business development. Excellent attention to detail and ability to work to deadlines. Strong communication skills and confidence working with senior stakeholders.

Key Responsibilities

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Client Relationship Management

Manage relationships with high-net-worth clients, including trustees and executors, acting as a trusted point of contact. Work closely with Senior Managers, Directors, and Partners on complex cases.

Compliance & Advisory

Handle the annual compliance cycle for trusts and estates, including accounts and tax returns. Prepare detailed tax advisory reports for review by Directors and Partners. Provide technical advice on CGT, IHT, domicile/residence issues, and trust/company structures.

Business Development & Planning

Identify planning opportunities and contribute to marketing and networking initiatives. Assist with business development activities where appropriate.

Joining our Private Client Team

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We are looking for a motivated Senior Associate 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

Inclusion and Diversity

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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

. Learn more about our Inclusion and Diversity approach here.

Azets

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.

What's in it for you?

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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 elsewhere.

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

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Pension:

Looking after your future self when it's time to step back and relax.

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.



Job Reference: BR00710