Private Client Trust Senior

Larking Gowen LLP; Ipswich; On-site; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Generous Holiday Allowance

Life Assurance

Pension with employer

Medicash Plan

Paid sickness

Professional subscriptions

Group Income Protection

Annual salary review

Option to purchase PMI

Job summary

Larking Gowen LLP in Ipswich seeks a Trust Senior to join the Private Client, Trust and Probate Team. You will manage a portfolio of trust and estate clients and contribute to trust tax advisory projects, delivering high-quality client service.

The role requires significant practice experience, portfolio management, mentoring, and the ability to meet deadlines in a busy firm. The salary starts from £30,000 with 37.5-hour weeks and a range of benefits.

Qualifications

• 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.
• Ability to service and advise clients in a pro-active manner.
• Professional qualification (ATT/CTA) preferred.

Responsibilities

• Manage a portfolio of trust and estate clients and deliver tax advisory projects.
• Maintain relationships with clients and referrals.
• Ensure deadlines are met and drive efficiencies.
• Provide training and development to team members.
• Adhere to the firm’s risk management policies and procedures.

Skills

Portfolio management

Mentoring

Deadline management

Client service

Education

ATT/CTA

Job description

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