Private Client Tax Senior — Probate & Estates (Hybrid)

Butler Rose Ltd; Soham; On-site; GBP 34,000 - 36,000; Full time

Benefits offered by this job

Study support

Flexible and hybrid working

25 days annual leave

Job summary

Butler Rose Ltd in Ely is seeking a Probate, Estates and Trusts Tax Senior to join its Private Client team. You will handle probate, estate administration and trust taxation work with a hands-on approach, liaising with executors and clients to ensure accurate tax reporting and timely grants.

The role offers a varied workload, study support, and a collaborative environment with flexible, hybrid working arrangements.

Qualifications

• 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.

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.
• 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.

Skills

Strong communication

Client relationship skills

Excellent organisational skills

Attention to detail

Proactive/reliable

Career interest in private client tax

Tools

Microsoft Office

Job description

Butler Rose Ltd in Ely is seeking a Probate, Estates and Trusts Tax Senior to join its Private Client team. You will handle probate, estate administration and trust taxation work with a hands-on approach, liaising with executors and clients to ensure accurate tax reporting and timely grants.

The role offers a varied workload, study support, and a collaborative environment with flexible, hybrid working arrangements.