£25,000 - £30,000
Published
March 30, 2021
Location
Leeds
Category
Job Type
Job Reference
18768

Description

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

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