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For Companies At a Glance
- Tasks: Manage a diverse portfolio of personal tax and trust clients while providing proactive tax planning advice.
- Company: Join Larking Gowen, a dynamic firm with a strong focus on client satisfaction.
- Benefits: Flexible working hours and a competitive salary starting from £30,000.
- Why this job: Make a real impact in a supportive team environment while developing your skills.
- Qualifications: Significant post-qualified experience and a proactive approach to client service.
- Other info: Opportunities for professional growth and involvement in office marketing events.
The predicted salary is between 30000 - 42000 £ per year.
Overview
Join to apply for the Private Client Tax Senior role at Larking Gowen.
Within Private Client Trust and Probate Team
Based in Ipswich
Working hours Flexible
Starting from £30,000
This role is graded at Level 5 within our job grading framework.
Main purpose of the role
We are seeking an enthusiastic and driven Tax Senior or Assistant Manager to work as part of the Private Client, Trust and Probate Team. Actively contributing to the growth of team, seeking to continually exceeding client expectations whilst, managing a portfolio of personal tax and/or trust clients and giving tax planning advice. Your role involves drafting Self-Assessment tax returns, reviewing the returns prepared by colleagues and providing proactive tax planning advice to clients. You will be keen to provide a hands on compliance role that exceeds client expectations and support your Partner/Manager team on advisory projects.
Main Responsibilities
- General
- Manage a large portfolio with varied complexities or 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 recruitment and 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.
- Maintain up-to-date understanding of clients 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.
- 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
- Experience
- Significant post-qualified 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.
- Ability to service and advise clients in a pro-active manner.
- Personal Attributes
- 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.
- Education and qualifications
Role details
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Accounting/Auditing
- Industries Accounting
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Private Client Tax Senior employer: Larking Gowen
Contact Detail:
Larking Gowen Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to folks on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to get comfortable with common questions. The more you practice, the more confident you'll feel when it’s time to shine in front of the hiring team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive about their job search. So, go ahead and hit that apply button!
We think you need these skills to ace Private Client Tax Senior
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Tax Senior role. Highlight your experience in managing portfolios and providing tax planning advice, as these are key aspects of the job.
Craft a Compelling Cover Letter: Use your cover letter to showcase your enthusiasm for the role and the firm. Mention specific examples of how you've exceeded client expectations in the past, as this aligns with what we're looking for at Larking Gowen.
Showcase Your Communication Skills: Since excellent communication is crucial for this role, ensure your written application is clear and professional. Use concise language and avoid jargon to demonstrate your ability to communicate effectively with clients.
Apply Through Our Website: We encourage you to apply directly through our website. This not only streamlines the process but also shows your commitment to joining our team. Plus, it’s super easy!
How to prepare for a job interview at Larking Gowen
✨Know Your Tax Stuff
Make sure you brush up on your tax knowledge, especially around personal tax and trusts. Be ready to discuss recent changes in tax legislation and how they might affect clients. This shows you're not just a number cruncher but someone who genuinely cares about providing proactive advice.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Highlight any challenges you faced and how you overcame them. This will demonstrate your ability to handle the responsibilities of the role and exceed client expectations.
✨Be Ready to Discuss Team Dynamics
Since this role involves mentoring and developing assistants, think about your leadership style. Have examples ready that showcase your experience in coaching or mentoring colleagues. This will show that you can contribute to the growth of the team.
✨Embrace the Firm's Values
Familiarise yourself with Larking Gowen's vision, mission, and values. Be prepared to discuss how you can embody these in your day-to-day work. This will help you connect with the interviewers and show that you're a good cultural fit for the firm.