At a Glance
- 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.
- Other info: Flexible working arrangements and a focus on professional development.
- 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.
The predicted salary is between 28800 - 42000 £ 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.
Join a supportive and collaborative team in Ely, Cambridgeshire, where you can kickstart your career as a Probate, Trusts and Estates Tax Technician. With flexible working arrangements, generous annual leave, and comprehensive study support for professional qualifications, we prioritise your growth and well-being. Our commitment to a positive work culture ensures that you will thrive while delivering exceptional service to our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Probate, Trusts and Estates Tax Technician: Ely, Cambridgeshire in Bury St Edmunds
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Whitings LLP.. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
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 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Whitings LLP..
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Whitings LLP.'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Whitings LLP.
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Whitings LLP..
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Whitings LLP. will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Whitings LLP. employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
