At a Glance
- Tasks: Prepare probate applications, draft tax returns, and liaise with HMRC.
- Company: Dynamic firm specialising in probate and estate taxation.
- Benefits: 25 days holiday, flexible working, paid study leave, and health support.
- Other info: Opportunities for professional development and career advancement.
- Why this job: Grow your expertise in a supportive environment while making a real difference.
- Qualifications: Understanding of probate processes and experience with IHT400 forms.
The predicted salary is between 35000 - 45000 £ per year.
Overview
You have embarked on a career in probate, estate administration and trust taxation and are looking to build on the expertise that you already have. You could also have experience with private client taxation and be keen to move into this area.
Responsibilities
- Prepare draft IHT400 forms to support grant of probate applications
- Compile probate papers for submission
- Capture estate data using specialist software
- Draft estate accounts
- Prepare self assessment tax returns including capital gains computations and property income schedules
- Prepare and submit 60 day CGT Returns and IHT forms for trusts
- Handle estate tax returns
- Liaise with HMRC when required
Experience and qualifications
- An understanding of how probate works
- An ability to reach the submission stage from information and knows how to do an IHT400
Benefits
- 25 days' annual holiday plus Bank Holidays (if studying this will be reduced to 20 days per annum with one additional day for every completed holiday year)
- Flexible/hybrid working is encouraged and regularly reviewed
- Continued professional development such as training courses, webinars, management development
- Paid study leave
- Paid professional subscriptions
- Well being programme including counselling, mental health support and legal advice
- Tax efficient pension (salary sacrifice)
- Enhanced sick pay
- Enhanced maternity pay policy
- Income protection in case of long term sickness or incapacity
- Healthshield cashback plan for treatments such as dental, optical and physiotherapy
- Life assurance
Probate and Estate Tax Senior in Littleport employer: Cavill Robinson Financial Recruitment
Join a leading firm that values your expertise in probate and estate taxation, offering a supportive work culture that prioritises employee well-being and professional growth. With flexible working arrangements, generous holiday allowances, and comprehensive benefits including paid study leave and mental health support, this is an excellent opportunity to advance your career in a dynamic environment.
Contact Details:
Cavill Robinson Financial Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Probate and Estate Tax Senior in Littleport
✨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 Cavill Robinson Financial Recruitment, 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 Littleport
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 Cavill Robinson Financial Recruitment'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 Cavill Robinson Financial Recruitment. 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 Cavill Robinson Financial Recruitment!
How to prepare for a job interview at Cavill Robinson Financial Recruitment
✨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 Cavill Robinson Financial Recruitment.
✨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 Cavill Robinson Financial Recruitment. It helps to show our commitment!
