MHA | Private Client Consultant
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Private Client Consultant

Liverpool, Preston, Manchester, Blackpool, Kendal, Lancaster, Nottingham Posted: 30 Oct 2023 ref:
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Job description

What are we looking for? –

The Role (Key responsibilities)

Working within our Private Client tax team to deliver a quality service to a portfolio of clients, the key responsibilities of the role will be:

  • Managing a varied portfolio of personal tax clients, ensuring that all deadlines are met together with the firm’s standard for client service delivery.
  • Building and maintaining strong long-term client relationships through regular contact and spotting opportunities to add value to the service we provide.
  • Inputting of tax return data.
  • Liaising with other departments within the firm taking a proactive approach to collating the necessary data.
  • Listening to clients, understanding their needs and providing solutions, getting it right first time.
  • Identifying potential planning opportunities with both new and existing clients.
  • Reviewing work in progress, debtors and fee budgets on a monthly basis reporting to the manager.
  • Supporting junior team members if required.
  • Contributing as a team player, acting ethically and with professionalism whilst creating a friendly and positive working environment.

Experience, Skills and Qualifications required

  • Experience, flexibility and aptitude to work on a wide range of assignments as they arise with desire and willingness to drive projects from the start through to completion.
  • A natural ability to work well with people and be able to develop long lasting and trusting relationships with our clients.
  • A commitment to delivering exceptional client service alongside being a good team player will be the key to success in this role.
  • Able to work to and meet tight deadlines.
  • Knowledge of P11D process.
  • Well organized and able to competently prioritise workload and manage multiple projects at one time.
  • Take initiative on projects and identify opportunities to generate additional advisory work.
  • Strong communicator across all formats with the ability to tailor and adapt communication appropriate to the audience.
  • Willing to support across other disciplines where needed.
  • Be professional and trustworthy in order to progress relationships and build rapport with clients.
  • Excellent commercial awareness.
  • Meticulous and attentive.
  • Has a solutions focused approach.
  • Experience in delivering tax planning projects is desirable but not essential.
  • Although not essential, we would consider previous Trust and/or Estates experience as a huge advantage and these candidates will be given priority as this is a key growth area for the department.

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