We are seeking an experienced, professional and ambitious ATT qualified Private Clients Advisor to join our York or Leeds based Private Clients 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 and building/developing client relationships.
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.
- ATT qualified