Private Client Advisor

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.

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