My client is looking for an ATT qualified private client advisor to manage a mixed portfolio of personal tax and trust clients and to be proactive in building and maintaining client relationships. Your main responsibilities will be as follows:
- Processing and reviewing Personal and Trust Self Assessment Tax Returns.
- Assisting the team in both compliance and planning issues.
- Managing and developing your own portfolio of Personal Tax and Trust clients, building strong working relationships with those clients and providing planning advice where appropriate.
- Identifying cross-servicing opportunities for Personal Tax clients and introducing specialist consultants where appropriate.
You should be ATT qualified with strong interpersonal and communication skills.
