Personal Tax Senior

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.

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.

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