Hybrid Probate Tax Administrator

Co-op; Sheffield; Hybrid; GBP 23,000 - 29,000; Full time

Benefits offered by this job

Annual bonus

Holiday entitlement

Pension contributions

Onsite gym access

Product discounts

Stream pay access

Virtual healthcare

24/7 support

Career development

Cycle-to-work

Job summary

Co-op Legal Services is seeking a Tax Administrator to join the Probate Tax team in a hybrid role based in Sheffield or Manchester. You will support tax returns across probate and estate cases alongside Tax Managers, developing expertise within our growing legal business.

The role blends admin data entry, client and third-party communications, and case management, with a focus on accuracy, confidentiality, and strong organisational skills to help families settle estates efficiently and

Qualifications

• A professional accounting qualification (TEP/AAT/ACCA/ACA) or working towards one.
• Confidence to make calls on a daily basis.
• Excellent communication skills, both verbal and written, with the ability to build relationships with partners across the business.
• Great organisational skills, with the ability to manage multiple priorities.

Responsibilities

• Carry out high volumes of administrative data entry work.
• Make outbound calls to 3rd parties and clients to obtain information, and following up when required.
• Support Tax Managers by carrying out a range of administrative work including printing, handling confidential paperwork, and drafting letters to 3rd parties.
• Work with a case management system and Microsoft Excel.
• Work effectively from a task list, making sure that the task list is well maintained.
• Complete a variety of ad-hoc requests to meet the needs of the team.
• Gain exposure to various tasks and processes that are managed by the tax team.
• Provide Case Managers with tax support, so they can provide the best advice to our clients.
• Engage with HMRC where required.

Skills

Communication skills

Telephone calling

Organisational skills

Education

Professional accounting qualification (TEP/AAT/ACCA/ACA) or working towards

Tools

Case management system

Microsoft Excel

Job description

Co-op Legal Services is seeking a Tax Administrator to join the Probate Tax team in a hybrid role based in Sheffield or Manchester. You will support tax returns across probate and estate cases alongside Tax Managers, developing expertise within our growing legal business.

The role blends admin data entry, client and third-party communications, and case management, with a focus on accuracy, confidentiality, and strong organisational skills to help families settle estates efficiently and