Personal Tax Assistant

Butler Rose Ltd; Ely; Hybrid; GBP 30,000 - 36,000; Full time

Job summary

A well-established accountancy practice in Ely is seeking a Personal Tax Assistant to support probate, trusts, and estates administration. The role offers an excellent opportunity for recent graduates or those early in their careers to develop technical expertise while benefiting from flexible working arrangements and comprehensive study support. Responsibilities include managing probate documentation, preparing self-assessment tax returns, and maintaining client relationships, with a strong emphasis on professional development and training.

Benefits

Generous annual leave allowance

Study support and paid study leave

Flexible working arrangements

Health cash plan

Ongoing training and CPD opportunities

Qualifications

• Strong attention to detail with a well-organised approach to work.
• Clear and professional communication skills, both written and verbal.
• An interest in developing a long-term career in probate, trusts and private client tax.

Responsibilities

• Assist with probate and estate administration matters.
• Prepare self-assessment tax returns for trusts and estates.
• Build professional relationships with clients.

Skills

Attention to detail

Professional communication skills

Proficiency in Microsoft Office

Job description

Personal Tax Assistant
Ely, Cambridgeshire
Up to36,000

A well-established and growing accountancy practice is looking for a Probate, Trusts & Estates Tax Technician to join their expanding Private Client team. The role is particularly well suited to someone at an early stage of their career who is keen to build technical expertise in this area and offers genuine flexibility around working location and study support. Experience in probate or tax is helpful but not essential, as training and exposure can be shaped around the right individual.

Role Responsibilities

• Assist with probate and estate administration matters, including preparing draft inheritance tax forms to progress grant applications.
• Compile and submit probate documentation accurately and on a timely basis.
• Input estate and trust data into specialist systems to generate calculations and reports.
• Draft estate accounts and supporting schedules.
• Prepare self-assessment tax returns for trusts and estates, including capital gains and property income.
• Complete and submit 60-day CGT returns and trust-related inheritance tax forms.
• Register and maintain trusts and estates on HMRC systems and monitor ongoing reporting obligations.
• Liaise with HMRC where required and support informal or formal reporting.
• Build professional relationships with clients through phone, email and meetings.
• Support fee billing and maintain a high standard of client service.
• Work collaboratively with colleagues across departments and assist with ad‑hoc matters as required.

Personal Requirements

• Strong attention to detail with a well‑organised approach to work.
• Clear and professional communication skills, both written and verbal.
• Confidence using Microsoft Office applications.
• An interest in developing a long‑term career in probate, trusts and private client tax.
• Willingness to learn, undertake training and work towards professional qualifications.

Benefits

• Generous annual leave allowance plus bank holidays, increasing with service.
• Study support, paid study leave and professional subscriptions.
• Flexible and hybrid working arrangements.
• Enhanced family and sick pay policies.
• Life assurance and income protection.
• Health cash plan covering everyday healthcare costs.
• Tax‑efficient pension scheme.
• Wellbeing support including counselling, mental health and legal advice.
• Ongoing training, CPD and structured development opportunities.
• Social events, fundraising initiatives and a collaborative team culture.

If you're looking to build specialist experience within probate, trusts and estates in a supportive environment that values development and flexibility, this role offers an excellent next step. 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.