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- Tasks: Manage personal tax and deceased estates while collaborating with legal professionals.
- Company: Supportive law firm offering a hybrid work environment.
- Benefits: Flexible working hours, remote options, and a collaborative team culture.
- Other info: Opportunity for both full-time and part-time roles with excellent career development.
- Why this job: Gain unique experience in private client work and make a real difference for families.
- Qualifications: Part-qualified or qualified in tax with strong personal tax experience.
The predicted salary is between 40000 - 50000 £ per year.
We're looking for a tax professional with a genuine interest in private client work — someone who's comfortable with personal tax, understands the complexity of deceased estates, and can work with both legal and financial stakeholders without hand-holding.
The Role
- Preparing personal tax returns
- Handling CGT and IHT calculations
- Preparing full estate accounts
- Supporting probate applications (helpful if you've done this, not a dealbreaker if not)
- Liaising with HMRC and internal legal teams
- Communicating clearly — and compassionately — with clients during difficult times
What We're Looking For
- Part-qualified or qualified: ACCA, ACA, ATT, CTA or equivalent
- Solid personal tax experience — this is non-negotiable. If your background is purely business/corporate tax, this role isn't the right fit
- Exposure to estates, IHT or probate work is a real advantage
- Strong communicator, written and verbal
- Confident working independently in a remote environment
- A calm, considered manner — you'll regularly deal with bereaved families
The Setup
This is a predominantly remote role based out of Surrey, with just one day in the office per week or every other week — so you get the flexibility of home working without losing the team connection entirely. We're open to full-time or part-time (minimum 3 days) — what matters more is that you can cover both the tax and probate side of the work competently.
Why It's an Interesting Role
Private client and estate work is a niche that rewards specialists. You'll gain broad exposure across tax, legal process and client-facing work — all within a supportive firm that takes the technical side seriously.
Interested or know someone who might be? Drop a message or apply below.
Tax & Probate Specialist in Surrey employer: Alexander Lyons Solutions
Contact Detail:
Alexander Lyons Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax & Probate Specialist in Surrey
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax and probate field. Attend industry events or webinars, and don’t be shy about asking for introductions. We all know someone who knows someone, so leverage that!
✨Tip Number 2
Prepare for those interviews! Research common questions for tax and probate roles, and think about how your experience aligns with what they’re looking for. Practise your answers with a friend or in front of the mirror — confidence is key!
✨Tip Number 3
Showcase your soft skills! In this role, you’ll be dealing with clients during tough times, so highlight your communication and empathy skills. Share examples from your past where you’ve handled sensitive situations with care.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us!
We think you need these skills to ace Tax & Probate Specialist in Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your personal tax experience and any exposure to estates or probate work. We want to see how your skills align with the role, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your genuine interest in private client work and how you can handle the complexities of deceased estates. Let us know why you’re the perfect fit for our team.
Showcase Your Communication Skills: Since this role involves liaising with clients during sensitive times, it’s crucial to demonstrate your strong communication skills. Whether it’s in your CV or cover letter, make sure we can see your ability to communicate clearly and compassionately.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Alexander Lyons Solutions
✨Know Your Tax Basics
Make sure you brush up on personal tax concepts, especially around CGT and IHT calculations. Being able to discuss these confidently will show that you’re not just familiar with the theory but can apply it practically.
✨Understand the Probate Process
Even if you haven't directly handled probate applications before, do some research on the process. Familiarise yourself with how it works and the common challenges faced. This will help you engage meaningfully with solicitors and demonstrate your proactive approach.
✨Communicate with Compassion
Since you'll be dealing with bereaved families, practice how you would communicate sensitive information. Think about how to convey complex tax matters in a clear and empathetic way, as this will be crucial in your role.
✨Showcase Your Independence
As this role involves remote work, be prepared to discuss how you manage your time and tasks independently. Share examples of how you've successfully worked autonomously in the past, highlighting your organisational skills and self-motivation.