Senior Trust & Estate Tax Advisor

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

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.