We are seeking an experienced, professional and ambitious ATT qualified Private Clients Advisor to join our York or Leeds based team.

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

The role is based at either our Leeds or York office however, as a result of the pandemic, we are enabling our teams to work effectively from home.  At G+E the health and wellbeing of our people is really important and we ensure that staff working from home are given all the support they need to join our team remotely and transition back to the office when it is appropriate to do so.

Private Clients Advisor main duties include:

  • Capable of both processing and reviewing Personal and Trust Self Assessment Tax Returns.
  • 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

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
  • Strong inter-personal skills
  • Self motivated and a team player
  • Business development and cross-selling experience

Salary:

Competitive + benefits including flexi time, training & development, company pension scheme, health care scheme, on-site parking (York only)
Full time (37.5 hours per week)