Information:

This job has been filled.

Job Vacancy Details

Private Client Senior

Practice

Newbury

Permanent ⁄ £40000 - £50000

Updated June 24, 2008

Build a small portfolio of personal client relationships in order to contribute to the achievement of departmental budgets and maintain client satisfaction.
• Ensure accurate completion of personal tax returns and queries within timescales and budget as delegated by Line Manager

• Manage and develop good rapport with allocated clients in order to ensure retention and identification of additional business opportunities

• Identify and generate additional work from the existing client base

• Maintain department client care standards in order to meet and exceed client's satisfaction expectations

• Support managers in servicing clients allocated to them

• Work with other members of the team to ensure departmental objectives are achieved

• Supervise the delegation of compliance work to junior team members

• Liaise with Line Manager to ensure any personal tax issues or other issues affecting the client are advised to other departments, particularly financial services department, in order to identify further business opportunities
• Effective decision-making and work delegation skills

Who we're looking for
• CTA qualified with 2 years experience in personal tax
• Client Focus
• Attention to quality and detail
• Results focused
• Team working
• Commercial Awareness
• Initiative
• Self Awareness & development
• Technical Skills

About our client
An well established firm, synonymous with Newbury.

What's on offer
Excellent £ + package

Michael Page Contact
For further info, apply or phone on +44 (0) 118 950 9671. Job Ref: 12969116
Your application will be sent to Matthew Duquenoy.