Probate, Trusts & Estates Tax Senior

Butler Rose; Soham; Hybrid; GBP 36,000 - 39,000; Full time

Benefits offered by this job

25 days' annual leave

Hybrid working

Study support and paid study leave

Paid professional subscriptions

Ongoing training and CPD

Enhanced maternity/paternity pay

Health Shield cashback plan

Pension through salary sacrifice

Wellbeing programme

Job summary

Butler Rose is seeking a Probate, Trusts & Estates Senior to join its Private Client team in Ely and/or Bury St Edmunds on a hybrid basis. The role offers a salary of £36,000 to £39,000 and a clear path to develop specialist probate, estate administration and trust taxation expertise within a supportive team.

You will work closely with experienced colleagues, manage client relationships, and contribute to a varied portfolio of private clients.

Qualifications

• Experience in probate, estate administration, trust taxation or personal tax is advantageous.
• Ability to manage probate and estate matters with a degree of autonomy and take responsibility for client relationships.
• Genuine interest in developing a specialist career within private client tax, probate and estate administration.

Responsibilities

• Prepare IHT400 forms and supporting documents for grant of probate applications.
• Compile probate papers and aid estate administration.
• Capture estate information using specialist software for forms and tax computations.
• Draft estate accounts and support estate tax returns or HMRC reporting.
• Prepare and submit self-assessment tax returns for trusts and estates.

Skills

Probate & estate taxation

Client relationship management

Attention to detail

Microsoft Office

Education

Probate qualification (advantageous)

Tools

Microsoft Office

Job description

Probate, Trusts & Estates Senior
Ely and/or Bury St Edmunds (hybrid)
£36,000 - £39,000

An established accounting firm is seeking a Probate, Trusts & Estates Tax Technician or Senior to join its growing Private Client team. This is an excellent opportunity to develop a specialist career within probate, estate administration and trust taxation, working alongside an experienced team and supporting a varied portfolio of private clients. The position can be tailored to suit the successful candidate's experience, with opportunities for both those looking to develop their technical expertise and more experienced individuals capable of taking responsibility for client relationships and managing their own portfolio.

Role Responsibilities

• Prepare draft IHT400 forms and supporting documentation for grant of probate applications.
• Compile probate papers and assist with the administration of estates.
• Capture estate information using specialist software to prepare forms and tax computations.
• Draft estate accounts and support the preparation of estate tax returns or informal HMRC reporting.
• Prepare self-assessment tax returns for trusts and estates, including capital gains computations and property income schedules.
• Prepare and submit 60-day Capital Gains Tax returns and IHT100 forms for trusts.
• Register trusts and estates with HMRC's Trust Registration Service (TRS).
• Monitor trust anniversaries and ensure relevant reporting deadlines are met.
• Liaise directly with HMRC, clients and other relevant parties throughout the probate and tax processes.
• Build and maintain strong client relationships, providing clear advice and updates with professionalism and empathy.
• Monitor the progress of probate applications, tax returns and associated payments.
• Identify opportunities to provide additional services and support wider private client tax work.
• Work collaboratively with colleagues across the firm, providing technical assistance and support where required.

Personal Requirements

• Previous experience within probate, estate administration, trust taxation or personal tax would be advantageous.
• For more experienced applicants, the ability to manage probate and estate matters with a degree of autonomy and take responsibility for client relationships.
• A genuine interest in developing a specialist career within private client tax, probate and estate administration.
• Strong communication and interpersonal skills, with the ability to deal sensitively and professionally with clients.
• Excellent organisational skills and attention to detail, particularly when working with financial information and statutory deadlines.
• Proficiency in Microsoft Office and confidence using relevant accounting or tax software.
• A proactive, reliable approach with a willingness to learn and undertake continued professional development.
• A relevant probate qualification would be advantageous, although candidates qualified by experience will also be considered.
• Existing, unrestricted right to work in the UK is required. Visa sponsorship is not available.

Benefits

• 25 days' annual leave plus Bank Holidays (20 days for those studying, increasing by one day every two completed holiday years).
• Flexible working arrangements, including hybrid options.
• Study support and paid study leave towards relevant professional qualifications.
• Paid professional subscriptions.
• Ongoing training, development programmes and CPD opportunities.
• Enhanced maternity and paternity pay.
• Enhanced sick pay.
• Income protection in the event of long-term sickness or incapacity.
• Life assurance.
• Health Shield cashback plan, covering treatments including dental, optical and physiotherapy.
• Tax-efficient pension through salary sacrifice.
• Wellbeing programme, including counselling, mental health support and legal advice.
• Flu vaccinations.
• Regular team social events, fundraising and activities across local offices.

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.

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