At a Glance
- Tasks: Manage probate and estate administration while supporting clients and developing technical expertise.
- Company: Join a well-established accountancy practice with a supportive and collaborative culture.
- Benefits: Enjoy flexible working, study support, and a comprehensive wellbeing programme.
- Other info: Opportunities for professional development and team social events await you!
- Why this job: Make a real impact in private client tax and estate work while building strong client relationships.
- Qualifications: Experience in probate or trust taxation and excellent communication skills are essential.
The predicted salary is between 49500 - 60500 £ per year.
Probate and Estate Tax Senior
Ely
£34,000 - £36,000
A well-established accountancy practice is seeking a Probate, Estates and Trusts Tax Senior to join its growing Private Client team.
This is a varied and hands-on role supporting a range of probate, estate administration and trust taxation work, offering the opportunity to develop deep technical expertise while working closely with clients and senior colleagues in a supportive and collaborative environment.
- Role Responsibilities
- Prepare draft IHT400 forms to support probate applications.
- Manage probate and estate administration caseloads from instruction through to completion.
- Identify and value estate assets and liabilities as at date of death.
- Prepare probate papers for grant applications.
- Draft estate accounts accurately and clearly.
- Capture estate data using specialist software to produce forms and computations.
- Support non-probate staff where required.
- Liaise with executors, trustees, clients and external professionals, including attending meetings.
- Identify cross-selling and tax planning opportunities (e. g. deeds of variation).
- Prepare self-assessment tax returns, including CGT computations and property income schedules.
- Prepare and submit 60-day CGT returns.
- Complete trust and estate tax reporting, including HMRC correspondence.
- Register trusts and estates on the HMRC Trust Registration Service (TRS).
- Prepare IHT100 forms.
- Monitor trust reporting deadlines, including ten-year anniversaries.
- Prepare estate tax returns or informal HMRC reports.
- Act as a point of contact for probate, estate and trust clients.
- Build and maintain strong client relationships via phone, email and meetings.
- Draft client bills for review and approval.
- Provide empathetic and professional client service.
- Support colleagues across the wider team and firm.
- Assist Partners, Managers and Associates with ad hoc tasks.
- Undertake CPD and ongoing professional training.
- Contribute to internal communications and team development.
- Carry out general administrative duties as required.
- Personal Requirements
- Experience in probate, estate administration or trust taxation.
- Strong communication and client relationship skills.
- Excellent organisational skills and attention to detail.
- Proficient in Microsoft Office Suite.
- Proactive, reliable and committed to professional development.
- Genuine interest in developing a career in private client tax and estate work.
Benefits
- Study support.
- Flexible and hybrid working arrangements.
- 25 days annual leave plus Bank Holidays (20 days if studying, with incremental increases linked to service).
- Enhanced maternity and paternity pay.
- Income protection for long-term sickness or incapacity.
- Life assurance.
- Paid study leave.
- Paid professional subscriptions.
- Health Shield cash back plan (e. g. dental, optical, physiotherapy).
- Flu vaccinations.
- Enhanced sick pay.
- Tax-efficient pension (salary sacrifice).
- Wellbeing programme including counselling and mental health support.
- CPD, training and development opportunities.
- Team social events and activities across offices.
If you are interested in developing your career within probate, estates and trusts tax and would like to explore this opportunity further, apply now.
Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
Probate and Estate Tax Senior in Ely employer: Butler Rose
Butler Rose is an exceptional employer that prioritises employee growth and development, offering a clear pathway to leadership roles within 18–24 months. With a supportive work culture and the flexibility of hybrid working options, employees can thrive in a dynamic environment while contributing to the operational excellence of IT services across multiple sites in Kendal.
StudySmarter Expert Advice🤫
We think this is how you could land Probate and Estate Tax Senior in Ely
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Butler Rose, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Probate and Estate Tax Senior in Ely
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Butler Rose's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Butler Rose. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Butler Rose!
How to prepare for a job interview at Butler Rose
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Butler Rose.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Butler Rose. It helps to show our commitment!
