Trust & Estates Tax Senior

Clark Wood Limited; 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 team in Ely, Cambridgeshire. You will manage a varied portfolio covering probate, estate administration and personal tax, developing strong client relationships.

The role supports the Probate Manager and wider team with probate and estate matters, alongside private client tax compliance and advisory work, with opportunities to progress qualifications such as STEP /

Qualifications

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

Responsibilities

• Preparing IHT400 forms, probate applications and associated estate documentation.
• Managing probate and estate administration, keeping clients informed throughout the process.
• Preparing estate tax returns and reporting information to HMRC.
• Completing self-assessment tax returns for estates, trusts and individuals, including capital gains computations and property income schedules.
• Preparing and submitting 60-day CGT returns and IHT100 trust forms.
• Providing tax planning advice and assisting with ad hoc advisory work.
• Managing client relationships and, where appropriate, your own portfolio.
• Identifying opportunities to develop client relationships and supporting colleagues with technical queries.

Skills

Probate

Estate administration

Personal tax

Trusts

Education

STEP qualification

ATT or Mercia probate qualification

Job description

• Location: Ely
• Sector: Tax , Personal Tax , Trusts , Private Client Tax
• Contract Type: Permanent
• Salary: £35000 - £400000 per annum
• Contact: Jack Wyatt
• Contact email: [e-mail]
• Contact phone: [phone]

Trust & Estates Tax Senior

Ely

£35,000–£40,000

Clark Wood is working with a well-established professional services firm seeking a Probate & Private Client Tax Senior to join its team in Ely , Cambridgeshire

This is an excellent opportunity for someone with experience in probate, estate administration and personal tax to manage a varied portfolio of clients, develop client relationships and contribute to 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 compliance and advisory work.

Key responsibilities

• Preparing IHT400 forms, probate applications and associated estate documentation.
• Managing probate and estate administration, keeping clients informed throughout the process.
• Preparing estate tax returns and reporting information to HMRC.
• Completing self-assessment tax returns for estates, trusts and individuals, including capital gains computations and property income schedules.
• Preparing and submitting 60-day CGT returns and IHT100 trust forms.
• Providing tax planning advice and assisting with ad hoc advisory work.
• Managing client relationships and, where appropriate, your own portfolio.
• Identifying opportunities to develop client relationships and supporting colleagues with technical queries.

The successful candidate will have experience in probate, estates and/or private client tax, together with strong technical knowledge and excellent client communication skills.

You will ideally hold a STEP, ATT or Mercia probate qualification, although candidates qualified by experience will also be considered.

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