Private Client Tax Senior

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 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.

Responsibilities

• 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.

• Attend training courses as identified in order to develop both technical and personal skills and keep records for compliance purposes.****

• Adheres to the firm’s risk management policies and procedures.
• Undertakes other duties to meet the demands of the business.

**Personal Specification** ****

Essential

• Professional qualification (ATT/CTA)

Essential

• 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.

Desirable

• Ability to service and advise clients in a pro-active manner.

• 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.

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:

• Holiday 27 days plus bank holidays
• Life Assurance
• Pension 5% employee 6% employer
• Medicash Plan
• Paid sickness
• Professional subscriptions
• Group Income Protection
• Annual salary review
• Option to purchase PMI

**Plus many more!**

Requirements

**Tax Senior/Assistant Manager**

Within **Private Client Trust and Probate Team**

Based in **Ipswich**

Working hours**Flexible**

Starting from **£30,000**

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 contributions rising with length of service
• Medicash Plan
• Paid sickness
• Professional subscriptions
• Group Income Protection
• Annual salary review
• Option to purchase PMI

**Plus many more!**