Graduate Private Client Specialist

1 day ago


Poole, Poole, United Kingdom This is an IT support group Full time

About the Job

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We are looking for a highly motivated and organized individual to join our team as a Graduate Private Client Specialist. The successful candidate will be responsible for providing exceptional service to our private client base, ensuring that their tax and financial planning needs are met.

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The ideal candidate will have excellent communication skills, a strong attention to detail, and the ability to work well under pressure. A graduate degree in a related field is preferred, but not essential.

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About the Team

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The Private Client Tax team focuses on providing expert tax advice to high net worth individuals, trusts, and estates. Our team is dedicated to delivering exceptional service, ensuring that our clients' tax obligations are met efficiently and effectively.

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Key Responsibilities

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  • Provide exceptional service to private clients, ensuring that their tax and financial planning needs are met.
  • Assist in the preparation and submission of tax returns, computations, and other necessary forms.
  • Conduct research and analysis to identify areas of risk and opportunity for improvement.
  • Develop and implement tax-efficient strategies for clients, taking into account their financial goals and circumstances.
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What We Offer

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  • A competitive salary of £45,000 - £65,000 per annum, depending on experience.
  • Ongoing training and development opportunities to enhance your skills and knowledge.
  • A supportive and collaborative team environment.
  • The chance to work with a diverse range of clients and develop your expertise in tax consulting.


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