At Larking Gowen, our people are at the heart of everything we do. Our commitment to both our employees and clients is at the core of who we are. We strive to create a supportive and inclusive workplace culture where employee wellbeing is paramount, work-life balance is valued, and personal growth is encouraged through tailored training and development opportunities.
We are seeking an enthusiastic and driven Trust Senior to work as part of the Private Client, Trust and Probate Team. The successful candidate will actively contribute to the growth of the team whilst managing a portfolio of trust, estate and personal tax clients. The role will focus on the delivery of trust compliance services, including the preparation and review of Trust and Estate Tax Returns, providing trust tax planning advice, and supporting trustees, executors and beneficiaries with their tax obligations. You will also support Partners and Managers on trust and estate advisory projects, helping clients navigate complex trust taxation matters and delivering a high standard of client service.
Responsibilities
General
- Manage a portfolio of trust and estate clients with varied complexities and focus on the delivery of tax advisory projects, dealing with clients directly, and working independently and under own direction.
- Day to day responsibility for management tasks, resulting in efficient working practices across the department.
- Involvement in the development of assistants for the team.
- Embrace the firm’s vision, mission and values and translate these into day-to-day actions to lead and develop others.
Business development
- Maintain up-to-date understanding of client’s affairs.
- Maintain good working relationships with clients.
- Deal with new client referrals.
- Awareness of the wide range of Larking Gowen services and ability to spot opportunities to potentially sell those services.
- Active involvement in office marketing events, when appropriate, acting as an ‘ambassador’ of the firm.
Task management
- Proven ability to effectively manage a portfolio of clients.
- Ensure the firm carries out its professional duties properly.
- Consistently achieve deadlines and understand the commercial implications of actions relating to productivity, recoverability, fee income and client service.
- Identify and implement opportunities to change processes within the department to drive efficiencies and enhance client experience. Understanding and utilising the benefits of technology.
Training
- Attend training courses as identified in order to develop both technical and personal skills and keep records for compliance purposes.
Other Responsibilities
- Adheres to the firm’s risk management policies and procedures.
- Undertakes other duties to meet the demands of the business.
Personal Specification
Education and qualifications
Preferred
- Professional qualification (ATT/CTA).
Experience
Essential
- Significant experience within practice.
- Proven ability to manage a portfolio.
- Experience of coaching or mentoring colleagues.
- Proven ability to adapt quickly to changing deadlines and priorities.
Desirable
- Ability to service and advise clients in a pro-active manner.
Personal Attributes
- Strong organisation skills.
- Ability to network and develop contacts.
- Excellent communication skills (written and oral).
- Be proactive in identifying practical solutions to internal and client issues.
- Be able to operate at a high level of confidentiality.
- Have a “can do” approach.
- Innovative and able to use own initiative.
- Deliver excellent client service at all times.
Benefits
In return you will have support to establish your career with Larking Gowen at a pace that suits you both personally and professionally. We also offer benefits which include:
- Generous Holiday Allowance
- Life Assurance
- Pension with employer
- Medicash Plan
- Paid sickness
- Professional subscriptions
- Group Income Protection
- Annual salary review
- Option to purchase PMI
Plus many more!
Requirements
Trust Senior
Within Private Client Trust and Probate Team
Based in Ipswich
Working hours37.5 hours
Salary starting from £30,000 dependent on experience
At Larking Gowen, our people get the very best career opportunities in accountancy and business advice. Whether you're just starting out and you’re looking for an Apprenticeship or Graduate opportunity or you've been working in the business for some time, we'll make sure you get all the support you need to take you to the next step in your career and beyond.
We pride ourselves on being a friendly business that looks after our people and is active in the community. As soon as you join us, you'll be working hands-on, and starting to build your own professional relationships.
Larking Gowen has been around for more than 130 years. We have gone from strength to strength and have built our reputation for loyalty and reliability. We're also forward looking, keeping abreast of change in a fast-moving environment.
Platinum credited training provider
Pension scheme (salary exchange)
Paid professional subscriptions
Rewards for client referrals
Social responsibility and charity support
Social and sports activities
Suggestion scheme and Innovation Fund
Paid holiday and option to purchase additional holiday through salary exchange
Corporate membership providing discounts on theatre and arts
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Private Client Trust Senior in Ipswich employer: Larking Gowen LLP
Larking Gowen is an exceptional employer that prioritises the wellbeing and professional growth of its employees, offering a supportive and inclusive work culture in Norwich. With a strong commitment to work-life balance, generous benefits including a competitive pension scheme and life assurance, and tailored training opportunities, employees are empowered to thrive in their careers while making meaningful contributions to ambitious businesses. Join us to be part of a friendly team that values loyalty, reliability, and community engagement.
