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Kube Recruitment
,
Leeds, West Yorkshire
ACCOUNTANT - PRIVATE CLIENT MANAGER
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Job Type: Full-time |
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Overview
Accountant - Private Client Manager Leeds Based Excellent Salary & Benefits from £55K Must be CTA Qualified We are seeking a highly motivated, ambitious qualified (CTA) accountant to join our clients Leeds based Accounts team. The ideal candidate will have previous experience working in an accountancy practice and will work both autonomously and as part of a team to deliver accounting and advisory services to a range of private clients. Main Duties Provision of high-level tax planning advice to HNW individuals, including Inheritance Tax planning, non-domicile and residence issues and the use of UK and offshore trusts and income tax planning. Carrying out IHT reviews/estate planning work for HNW individuals e.g. entrepreneurs, directors and shareholders of companies that are dealt with by the firm. Provide Probate services to appropriate clients, working alongside certified Probate Partner to grow this service. The delivery of ad-hoc tax advice with the tax partners mainly around IHT, Trust and succession planning. Introducing our Private Clients consultancy services to potential new clients with staff from other departments. Presenting proposals for our Private Clients consultancy services to current clients for additional service offerings. Working closely with in-house Wealth Management and Private Wealth teams to ensure a joined-up approach to tax and financial planning. Contributing to department policies and procedures in order to improve efficiency and effectiveness Undertakes appraisals of appropriate senior/junior members of staff. Person Specification Education/Qualifications: Applicants will be CTA Qualified Key Skills: Excellent communication skills, both oral and written Drive and ambition to work within a progressive and commercial environment Excellent organisational ability Highly numerate and analytical A strong attention to detail Willingness to take on new tasks and work on own initiative Due to the volume of applications we receive if you have not heard from the managing consultant within 1 week please assume you have not been short listed. Kube Recruitment Solutions Ltd. is committed to a policy of equal opportunities in relation to job applications. A copy of our Diversity Policy is available upon request. Kube Recruitment Solutions Ltd is acting in the capacity of an Employment Agency for permanent appointments