At a Glance
- Tasks: Manage probate cases and prepare tax returns while collaborating with clients and professionals.
- Company: Established accountancy practice with a supportive and collaborative culture.
- Benefits: Competitive salary, professional development, and hands-on experience in a growing team.
- Other info: Dynamic role with opportunities for career advancement and skill development.
- Why this job: Gain deep technical expertise in probate and estate taxation while making a real impact.
- Qualifications: Experience in probate, estates, and trust taxation is preferred.
The predicted salary is between 34000 - 36000 £ per year.
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.
Probate and Estate Tax Senior employer: Butler Rose
Join a well-established accountancy practice in Ely, where you will thrive in a supportive and collaborative environment that values your professional growth. With a focus on developing deep technical expertise in probate and estate administration, this role offers competitive remuneration and the chance to work closely with clients and senior colleagues, ensuring a rewarding and meaningful career path.
