Hybrid Tax Administrator — Probate & Estates

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

Benefits offered by this job

Annual bonus

28 days holiday plus bank holidays

Pension with up to 10% employer/*con*

Onsite gym access

30% discount on Co-op products

Cycle-to-work scheme

Virtual healthcare

24/7 colleague support

Training and career progression

Job summary

Co-op Legal Services is seeking a Tax Administrator to join the Probate Tax team. In this hybrid role, you’ll split your time between home and our offices in Manchester or Sheffield, supporting tax returns across probate and estate cases under the guidance of Tax Managers.

You'll handle high-volume administrative tasks, make calls to third parties, and draft letters, using a case management system and Excel while you develop expertise in tax for our growing legal business.

Qualifications

• A TEP, AAT, ACCA, ACA qualifications, or similar qualifications - or you're working towards this.
• The confidence to make calls on a daily basis.
• Excellent communication skills, both verbal and written, with the ability to build relationships 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

Organisational skills

Relationship building

Multitasking

Education

TEP

AAT

ACCA/ACA

Tools

Excel

Case management system

Job description

Co-op Legal Services is seeking a Tax Administrator to join the Probate Tax team. In this hybrid role, you’ll split your time between home and our offices in Manchester or Sheffield, supporting tax returns across probate and estate cases under the guidance of Tax Managers.

You'll handle high-volume administrative tasks, make calls to third parties, and draft letters, using a case management system and Excel while you develop expertise in tax for our growing legal business.