Private Client Estates Manager - Fully Remote or Office-Based

PRO-TAX RECRUITMENT LIMITED; Dudley; Remote; GBP 40,000 - 60,000; Full time

Job summary

A leading professional services and law firm seeks a Private Client Estates Manager for a fully remote or office-based role. This position involves managing estate administration matters from inception to conclusion, preparing IHT returns, and supporting junior colleagues. Ideal candidates will possess strong experience in estate administration and private client tax, with a commitment to flexibility and professional excellence.

Qualifications

• Strong experience in estate administration and/or private client tax.
• Familiarity with Probate Registry systems and HMRC processes.
• Knowledge of trusts, inheritance tax, and relevant allowances.

Responsibilities

• Managing estate administration matters from start to finish.
• Preparing and submitting IHT returns with relevant allowances.
• Drafting estate accounts and liaising with tax professionals.

Skills

Estate administration

Private client tax

Strong communication

Organisational skills

Self-management

Education

ATT or CTA qualification (or working towards it)

Job description

Private Client Estates Manager - Fully Remote or Office-Based

Location

Dudley

Type

Permanent

Private Client Estates Manager - Fully Remote or Office-Based | UK-Wide Considered

Are you an experienced tax professional with a background in estate administration-and ideally some exposure to trusts? Whether you're ATT or CTA qualified (or working towards it), this opportunity offers scope to deepen your expertise and work flexibly, from anywhere in the UK.

A leading professional services and law firm is seeking a Private Client Estates Manager to join its well-regarded Estates team. You'll take ownership of a varied caseload involving taxable and non-taxable estates, often with high-value and trust-based structures such as discretionary wills, NRB wills, or life interest trusts.

What makes this role stand out?

Open to applicants across all UK regions - remote, hybrid, or office-based options available

A people-first culture that values flexibility, autonomy, and long-term progression

Opportunity to handle sophisticated estate matters with tax and trust elements

Exposure to wider private client and advisory work

Key responsibilities:

Managing estate administration matters from start to finish

Preparing and submitting IHT returns, including use of relevant allowances (e.g. NRB, TNRB)

Experience or awareness of business relief and agricultural relief welcomed

Drafting estate accounts and liaising with tax professionals and advisers

Supporting more junior colleagues and collaborating with senior team members

Familiarity with Probate Registry systems and HMRC processes

What we're looking for:

Strong experience in estate administration and/or private client tax

ATT or CTA qualification (or working towards it) is desirable but not essential

Knowledge of trusts, inheritance tax, and relevant allowances

Strong communication, organisational, and self-management skills

Ability to manage a varied caseload with accuracy and initiative

Why this firm?
This is a firm with a clear commitment to people, flexibility, and professional excellence. The culture encourages autonomy, values diverse experience, and supports flexible working arrangements that empower you to do your best work-wherever you're based.

If you're looking for a meaningful estates-focused role with room to grow-without being tied to one location-we'd love to hear from you.

________

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.