DEPARTMENT

Private Client, Trust & Probate
Description
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

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.

Business development

• 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.

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.

TAX SENIOR/ASSISTANT MANAGER

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.
Working at Larking Gowen
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.

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