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