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 will include:
- 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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Trust & Estates Tax Senior employer: Clark Wood - Tax Recruitment
Clark Wood is an exceptional employer, offering a dynamic and supportive work environment in the heart of London Bridge. With a clear progression path to Head of Tax and Equity Partner, employees benefit from significant autonomy, competitive salaries, and a hybrid working model that promotes work-life balance. The firm prioritises professional development, providing training and CPD costs, alongside a generous benefits package that includes private medical insurance and profit sharing, making it an attractive choice for ambitious tax professionals.
Contact Details:
Clark Wood - Tax Recruitment Recruitment Team
