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- Tasks: Join our team to support probate, estate administration, and trust taxation.
- Company: Dynamic firm in Ely with a supportive and collaborative culture.
- Benefits: Generous leave, flexible working, study support, and health benefits.
- Why this job: Kickstart your career in private client tax with real impact and growth opportunities.
- Qualifications: Detail-oriented, excellent communication skills, and proficiency in Microsoft Office.
- Other info: Flexible working arrangements and a focus on professional development.
The predicted salary is between 28800 - 42000 ÂŁ per year.
We are currently seeking a Probate, Trusts and Estates Tax Technician 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 early in their career journey, 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 is not essential but would be an advantage. 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
- 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 (plus Bank Holidays) 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
- 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 Technician: Ely, Cambridgeshire in Bury St Edmunds employer: Whitings LLP.
Contact Detail:
Whitings LLP. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Probate, Trusts and Estates Tax Technician: Ely, Cambridgeshire in Bury St Edmunds
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend local events, and connect with professionals on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and practising common questions. Show them you’re genuinely interested in their work and how you can contribute to their team. Confidence is key!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email expressing your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website for the best chance at landing that role! We love seeing applications come directly from motivated candidates who are eager to join our team.
We think you need these skills to ace Probate, Trusts and Estates Tax Technician: Ely, Cambridgeshire in Bury St Edmunds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the job description. Highlight any relevant coursework or projects related to probate, trusts, and estates to show us you're a great fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your genuine interest in private client tax and estate work. Tell us why you want to join our team and how you can contribute to our supportive environment.
Show Off Your Attention to Detail: Since we're looking for detail-oriented candidates, make sure your application is free from typos and errors. A polished application shows us you care about quality and professionalism!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity in our Private Client team!
How to prepare for a job interview at Whitings LLP.
✨Know Your Stuff
Before the interview, brush up on your knowledge of probate, trusts, and estate taxation. Familiarise yourself with key terms and processes like IHT400 forms and self-assessment tax returns. This will show your genuine interest in the role and help you answer questions confidently.
✨Show Off Your Communication Skills
Since excellent communication is a must for this role, practice articulating your thoughts clearly. Prepare to discuss how you've effectively communicated in past experiences, even if they’re not directly related to tax or probate. This will demonstrate your interpersonal skills and ability to build client relationships.
✨Be Detail-Oriented
Given the importance of attention to detail in this position, consider bringing examples of how you've successfully managed tasks that required precision. Whether it’s compiling documents or drafting reports, showcasing your meticulous nature will resonate well with the interviewers.
✨Ask Thoughtful Questions
Prepare some insightful questions about the team dynamics, training opportunities, and the types of clients you might work with. This not only shows your enthusiasm for the role but also helps you gauge if the company culture aligns with your career goals.
