Senior Trusts & Estates Tax Advisor

Clark Wood - Tax Recruitment; Ely; On-site; GBP 35,000 - 40,000; Full time

Job summary

Clark Wood is working with a well-established professional services firm seeking a Probate & Private Client Tax Senior to join its Ely team in Cambridgeshire. This opportunity is ideal for someone with experience in probate, estate administration and personal tax to manage a varied portfolio and develop client relationships within a high-quality advisory service.

You will primarily support the Probate Manager and wider team with probate and estate matters, alongside personal and trust tax

Qualifications

• Experience in probate, estates and/or private client tax.
• Strong technical knowledge and excellent client communication.

Responsibilities

• Prepare IHT400 forms, probate applications and estate documentation.
• Manage probate and estate administration, keeping clients informed.
• Prepare estate tax returns and report to HMRC.
• Complete self‑assessment tax returns for estates, trusts and individuals, including CGT computations.
• Prepare and submit 60‑day CGT returns and IHT100 trust forms.
• Provide tax planning advice and assist with advisory work.
• Develop client relationships and support colleagues with technical queries.

Skills

Probate

Estate administration

Personal tax

Client communication

Education

STEP qualification

ATT or Mercia probate

Job description

Clark Wood is working with a well-established professional services firm seeking a Probate & Private Client Tax Senior to join its Ely team in Cambridgeshire. This opportunity is ideal for someone with experience in probate, estate administration and personal tax to manage a varied portfolio and develop client relationships within a high-quality advisory service.

You will primarily support the Probate Manager and wider team with probate and estate matters, alongside personal and trust tax