Job Opportunities API

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. Click here to view the full job specification.