At a Glance
- Tasks: Join our team to manage probate, trusts, and estate tax services with a focus on client relationships.
- Company: A supportive firm in Ely and Bury St Edmunds, dedicated to professional growth.
- Benefits: Generous leave, flexible working, study support, and health benefits.
- Other info: Collaborative environment with opportunities for career development and training.
- Why this job: Build expertise in a rewarding field while making a real difference for clients.
- Qualifications: Experience in tax or probate is a plus; strong communication skills are essential.
The predicted salary is between 35000 - 45000 £ per year.
We are currently seeking a Probate, Trusts and Estates Tax Senior to join our growing Private Client team. This is a full-time position (37.5 hours per week) based in our Ely office, with flexibility for the Bury St Edmunds office or a hybrid working arrangement. This opportunity is ideal for individuals who are looking to build expertise in probate, estate administration, and trust taxation. The successful candidate will be detail-oriented, proactive, and committed to delivering high-quality service in a professional manner. Experience required. Flexibility across private client tax services can be tailored to the right candidate.
Key Attributes
- Detail-oriented and proactive approach
- Excellent communication and interpersonal skills
- Proficiency in Microsoft Office Suite
- Experience in probate or tax services is beneficial but not essential
What We Offer
- Supportive and collaborative team environment
- Study support for ATT and/or STEP qualifications
- Flexible working arrangements, including hybrid options
- Opportunities for growth and development across private client services
Candidate Profile
- Excellent communication and interpersonal skills
- Strong organisational abilities and attention to detail
- Proficiency in Microsoft Office Suite
- A genuine interest in developing a career in private client tax and estate work
Key Responsibilities:
Probate & Estates
- Prepare draft IHT400 forms (or equivalents) to support grant of probate applications
- Compile probate papers for submission
- Capture estate data using specialist software to generate forms and computations
- Draft estate accounts with accuracy and clarity
- Provide support to non-probate staff as needed
Trust & Estates Tax
- Prepare self-assessment tax returns, including capital gains computations and property income schedules
- Prepare and submit 60-day CGT returns and IHT100 forms for trusts
- Register trusts and estates on HMRC’s Trust Registration Service (TRS)
- Monitor trust anniversaries and ensure timely reporting
- Handle estate tax returns or informal HMRC reporting
- Liaise directly with HMRC when required
Client Management
- Engage directly with probate, estate, and trust clients
- Build and maintain strong client relationships via phone, email, and meetings
- Draft client bills promptly and accurately
- Deliver exceptional client service with empathy and professionalism
General Duties
- Collaborate with colleagues across departments to support team goals
- Undertake CPD training to maintain professional standards
- Assist Partners, Associates, and Managers with ad hoc tasks
- Contribute to internal communications and team development
- Perform general administrative duties as required
Skills and Attributes
- Experience in probate, estate administration, or trust taxation an advantage but not essential
- Excellent communication and client relationship skills
- Proficient in Microsoft Office Suite
- Organised, reliable, and committed to continuous professional development
Salary/remuneration package on offer will be at market rates in line with knowledge and experience.
Core Benefits:
- Generous annual leave (25 days per annum plus Bank Holidays – if studying this will be reduced to 20 days per annum with one additional day every 2 completed holiday years)
- Continued development including attending training courses, webinars, leadership, management development and continuing professional development programmes
- Flexible working is encouraged and regularly reviewed
- Enhanced Maternity Pay Policy
- Enhanced Paternity Pay
- In case of long-term sickness or incapacity, income protection is provided
- Life assurance
- Paid study leave
- Paid professional subscriptions
- Health Shield cash back plan – for treatments such as dental, optical and physiotherapy etc (a more extensive list is available)
- Flu vaccinations
- Enhanced sick pay
- Tax efficient pension (salary sacrifice)
- We have a wellbeing programme, which includes counselling and mental health support and legal advice
- Team social events, fundraising and activities with other local offices.
Probate, Trusts and Estates Tax Senior: Ely, Cambridgeshire &/or Bury St Edmunds, Suffolk employer: Whitings LLP.
Join a supportive and collaborative team at our Ely office, where we prioritise employee growth and development in the field of probate, trusts, and estates tax. With flexible working arrangements, generous annual leave, and comprehensive benefits including study support for professional qualifications, we foster a culture that values work-life balance and continuous learning. Our commitment to exceptional client service and a positive work environment makes us an excellent employer for those looking to advance their careers in private client tax services.
StudySmarter Expert Advice🤫
We think this is how you could land Probate, Trusts and Estates Tax Senior: Ely, Cambridgeshire &/or Bury St Edmunds, Suffolk
✨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 Whitings LLP., 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, Trusts and Estates Tax Senior: Ely, Cambridgeshire &/or Bury St Edmunds, Suffolk
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 Whitings LLP.'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 Whitings LLP.. 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 Whitings LLP.!
How to prepare for a job interview at Whitings LLP.
✨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 Whitings LLP..
✨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 Whitings LLP.. It helps to show our commitment!
