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.
Whitings LLP is an exceptional employer, offering a supportive and collaborative work culture that prioritises professional development for its employees. With the flexibility to work remotely or from the Bury St Edmunds office, you will have the opportunity to engage with a diverse portfolio of not-for-profit organisations while receiving competitive remuneration aligned with your expertise in charity management.
