Probate, Trusts and Estates Tax Senior: Ely, Cambridgeshire &/or Bury St Edmunds, Suffolk

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.

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