Personal Tax Senior
Ely, England, United Kingdom Permanent Professional Practice, Audit, Tax & GP, Accountancy & Finance
Probate and Estate Tax Senior
Ely
£34,000 - £36,000
A well-established accountancy practice is seeking a Probate, Estates and Trusts Tax Senior to join its growing Private Client team. This is a varied and hands-on role supporting a range of probate, estate administration and trust taxation work, offering the opportunity to develop deep technical expertise while working closely with clients and senior colleagues in a supportive and collaborative environment.
Role Responsibilities
- Prepare draft IHT400 forms to support probate applications.
- Manage probate and estate administration caseloads from instruction through to completion.
- Identify and value estate assets and liabilities as at date of death.
- Prepare probate papers for grant applications.
- Draft estate accounts accurately and clearly.
- Capture estate data using specialist software to produce forms and computations.
- Support non-probate staff where required.
- Liaise with executors, trustees, clients and external professionals, including attending meetings.
- Identify cross-selling and tax planning opportunities (e.g. deeds of variation).
- Prepare self-assessment tax returns, including CGT computations and property income schedules.
- Prepare and submit 60-day CGT returns.
- Complete trust and estate tax reporting, including HMRC correspondence.
- Register trusts and estates on the HMRC Trust Registration Service (TRS).
- Prepare IHT100 forms.
- Monitor trust reporting deadlines, including ten-year anniversaries.
- Prepare estate tax returns or informal HMRC reports.
- Act as a point of contact for probate, estate and trust clients.
- Build and maintain strong client relationships via phone, email and meetings.
- Draft client bills for review and approval.
- Provide empathetic and professional client service.
- Support colleagues across the wider team and firm.
- Assist Partners, Managers and Associates with ad hoc tasks.
- Undertake CPD and ongoing professional training.
- Contribute to internal communications and team development.
- Carry out general administrative duties as required.
Personal Requirements
- Experience in probate, estate administration or trust taxation.
- Strong communication and client relationship skills.
- Excellent organisational skills and attention to detail.
- Proficient in Microsoft Office Suite.
- Proactive, reliable and committed to professional development.
- Genuine interest in developing a career in private client tax and estate work.
Benefits
- Study support.
- Flexible and hybrid working arrangements.
- 25 days annual leave plus Bank Holidays (20 days if studying, with incremental increases linked to service).
- Enhanced maternity and paternity pay.
- Income protection for long-term sickness or incapacity.
- Life assurance.
- Paid study leave.
- Paid professional subscriptions.
- Health Shield cash back plan (e.g. dental, optical, physiotherapy).
- Flu vaccinations.
- Enhanced sick pay.
- Tax-efficient pension (salary sacrifice).
- Wellbeing programme including counselling and mental health support.
- CPD, training and development opportunities.
- Team social events and activities across offices.
If you are interested in developing your career within probate, estates and trusts tax and would like to explore this opportunity further, apply now.
Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
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