Senior Private Client Trust & Tax Advisor

Larking Gowen LLP; Norwich; Hybrid; 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 Norwich seeks a Trust Senior to join the Private Client Trust and Probate Team. You will manage a portfolio of trust and estate clients and deliver compliance services, including tax returns and planning, while supporting trustees and executors with obligations.

Essential: ATT/CTA and significant practice experience; preferred: ability to coach colleagues and meet deadlines. 37.5-hour week with salary from £30,000 depending on experience.

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.

Responsibilities

• Manage a portfolio of trust and estate clients with varied complexities.
• Deliver trust compliance services including tax returns.
• Support trustees, executors and beneficiaries with tax obligations.
• Assist Partners and Managers on advisory projects.

Skills

Portfolio management

Coaching

Adaptability

Communication

Organisation

Education

ATT/CTA professional qualification

Job description

Larking Gowen LLP in Norwich seeks a Trust Senior to join the Private Client Trust and Probate Team. You will manage a portfolio of trust and estate clients and deliver compliance services, including tax returns and planning, while supporting trustees and executors with obligations.

Essential: ATT/CTA and significant practice experience; preferred: ability to coach colleagues and meet deadlines. 37.5-hour week with salary from £30,000 depending on experience.