Senior Probate & Estate Tax Specialist – Hybrid & Study Support

Reed; Cambridgeshire and Peterborough; Hybrid; GBP 55,000 - 75,000; Full time

Job summary

Reed Practice is recruiting a Probate and Trust Tax Senior to support the Probate Manager and licensed Individuals in delivering a high-quality service to a varied portfolio of probate and estate clients.

You will manage your own client portfolio while assisting partners and managers with self-assessment tax returns for estates and trusts, with opportunities to specialise and progress within private client services. Flexible and hybrid working arrangements are offered.

Qualifications

• Private client tax experience is essential; exposure to probate/estate/trust tax is a plus.
• Strong interpersonal skills and ability to build and maintain client relationships.
• Confident user of MS Office applications (Word, Excel, Outlook).
• Well-organised and dependable with excellent attention to detail.
• Demonstrated commitment to ongoing professional development.

Responsibilities

• Manage a portfolio of probate and estate clients and support partners with tax work.
• Prepare self‑assessment tax returns for estates and trusts.
• Assist in servicing high-net-worth individuals, owner-managed business directors, and trustees as needed.
• Collaborate with the private client team to deliver a high-quality service.

Skills

Interpersonal skills

Organisational skills

Proactive learner

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Reed Practice is recruiting a Probate and Trust Tax Senior to support the Probate Manager and licensed Individuals in delivering a high-quality service to a varied portfolio of probate and estate clients.

You will manage your own client portfolio while assisting partners and managers with self-assessment tax returns for estates and trusts, with opportunities to specialise and progress within private client services. Flexible and hybrid working arrangements are offered.