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.
