We are currently representing a well established firm of Chartered Accountants with offices in Leeds who are looking for an experienced, professional and ambitious Private Client Advisor to join their team.
The role will be a largely client facing role where the successful candidate will be responsible for handling a mixed portfolio of Personal Tax and Trust clients and building/developing client relationships.
Responsibilities will include the following:
* Processing and reviewing Personal and Trust Self Assessment Tax Returns.
* Assist the team in both compliance and planning issues.
* Managing and developing your own portfolio of Personal Tax and Trust clients,
* Identifying cross-servicing opportunities for Personal Tax clients and introducing specialist consultants where appropriate.
To be considered for the role you must have a minimum of 3 years experience at a UK based firm of Chartered Accountants. You will ideally be ATT qualified but those who are qualified by experience will also be be considered