Private Client Tax Consultant 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. · 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 and reviewing junior team members as required · Contributing as a team player, acting ethically and with professionalism whilst creating a friendly and positive working environment. We have revolutionised the tax process in advance of Making Tax Digital. We have automated the collection of data from our clients, and the approval of tax returns. This means you can continue to improve your talents and concentrate on building your technical and soft skills. These skills will set you apart and give you a significant advantage as the business world becomes more automated and systemised. About us See www.jacrox.co www.barrister.expert and www.jackross.com We have been practicing in Manchester as Chartered Accountants since 1948. We have a large loyal client base of high-net-worth individuals. It is an exciting time to be joining us. We are growing our team in Manchester and investing a huge amount in our people, their skills and technology. We have grown and remained successful over the decades by constantly innovating. We were using cloud accounting over ten years ago, and now we have started to use artificial intelligence and machine learning, leaving you to use your technical skills to add value to clients. We are a forward-thinking, and we have systemised our practice. We have also automated many of the mundane tasks, leaving you to do the professional work, service our clients and develop your skills. Irrespective of where you are in your career, you will receive high quality training to ensure you become a well-rounded auditor / accountant with all the key skills to be successful in the digital future of accountancy and audit. Working at Jack Ross will future proof your career. We offer a combination of flexible working from home and from our city centre Manchester offices, as well as competitive salary and if required, full study support. About You ATT qualified or qualified by experience. Along with the following skills · 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 to progress relationships and build rapport with clients · Excellent commercial awareness · Meticulous and attentive · Have a solutions focussed approach · Although not essential, we would consider previous Trust experience as a huge advantage and these candidates will be given priority as this is a key area for the department. What's in it for you · £competitive salary dependent on experience · A fantastic flexible benefits package tailored to suit you, including the option to buy/sell annual leave · Group Life Assurance · Long Term Sickness Paid Leave · Genuine work life balance · Employee recognition awards · Hybrid working so you can work at home and the office See our specialist websites www.jacrox.co www.barrister.expert and www.jackross.com Job Types: Full-time, Permanent Salary: £30,000.00-£35,000.00 per year Benefits: Additional leave Company pension Flexible schedule Sick pay Work from home Schedule: Monday to Friday Experience: personal tax: 5 years (preferred)