An opportunity has arisen for an experienced Personal Tax/Private Clients Senior to join our established Leeds based Private Clients team.  The successful candidate will be professional, ambitious and ideally ATT qualified.

This is a client facing role with responsibility for handling a mixed portfolio of Personal Tax, Trust and Probate clients, together with building/developing client relationships.

 Personal Tax/Private Clients Senior Main Duties include:

    • Processing and reviewing Personal, Trust and Estate Self Assessment Tax Returns, together with assisting the team in both compliance and planning issues.
    • Manage and develop own portfolio of Personal Tax and Trust clients, building strong working relationships with those clients and providing planning advice where appropriate.
    • Identifying cross-servicing opportunities for Personal Tax clients, and introduce specialist consultants where appropriate.

 

Person Specification

Education/Qualifications:

  • ATT qualified – desirable but not essential if the right candidate has strong Personal Tax/Trust experience.

Key Skills:

  • Personal Taxation, Trust and Estate experience
  • Excellent communication skills, both oral and written
  • Client-facing experience is desirable
  • Ability to manage a client portfolio and tax planning advisory work
  • Excellent organisational ability
  • Prior experience of Self Assessment and Tax in a practice environment

Salary:

Competitive + benefits including flexi time, training & development, company pension scheme, health care scheme
Full time (37.5 hours per week)