As part of our continuing growth a role has arisen for a professional and ambitious ATT qualified Private Client Senior to join our Leeds based Private Client team.

The role will be client facing and the successful candidate will be responsible for handling a mixed portfolio of Personal Tax and Trust clients, together with building/developing client relationships. 

Private Clients Senior main duties include:

  • Processing and reviewing Personal and Trust Self Assessment Tax Returns, and assist 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.
  • Identify cross-servicing opportunities for Personal Tax clients, and introduce specialist consultants where appropriate.

Person Specification

Education/Qualifications:

  • ATT qualified
  • Probate experience would be beneficial, but not essential

Key Skills:

  • Personal Taxation and Trust 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
  • Trust accounts knowledge
  • Experience using CCH Trust Accounts

Salary:

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