Trust & Estates Tax Senior in Ely

• Location: Ely
• Sector: Tax , Personal Tax , Trusts , Private Client Tax
• Contract Type: Permanent
• Salary: £35000 - £400000 per annum
• Contact: Jack Wyatt
• Contact email: jwyatt@clark-wood.co.uk
• Contact phone: +44 (0) 1173 291051

Trust & Estates Tax Senior

Ely

£35,000–£40,000

Clark Wood is working with a well-established professional services firm seeking a Probate & Private Client Tax Senior to join its team in Ely , Cambridgeshire

This is an excellent opportunity for someone with experience in probate, estate administration and personal tax to manage a varied portfolio of clients, develop client relationships and contribute to a high-quality advisory service.

You will primarily support the Probate Manager and wider team with probate and estate matters, alongside personal and trust tax compliance and advisory work.

Key responsibilities

• Preparing IHT400 forms, probate applications and associated estate documentation.
• Managing probate and estate administration, keeping clients informed throughout the process.
• Preparing estate tax returns and reporting information to HMRC.
• Completing self-assessment tax returns for estates, trusts and individuals, including capital gains computations and property income schedules.
• Preparing and submitting 60-day CGT returns and IHT100 trust forms.
• Providing tax planning advice and assisting with ad hoc advisory work.
• Managing client relationships and, where appropriate, your own portfolio.
• Identifying opportunities to develop client relationships and supporting colleagues with technical queries.

The successful candidate will have experience in probate, estates and/or private client tax, together with strong technical knowledge and excellent client communication skills.

You will ideally hold a STEP, ATT or Mercia probate qualification, although candidates qualified by experience will also be considered.

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