Probate, Trusts and Estates Tax Technician Cambridgeshire

We are currently seeking a Probate, Trusts and Estates Tax Technician to join our growing Private Client team. This is a full‑time position (37.5 hours per week) based in our Ely office, with flexibility for the Bury St Edmunds office or a hybrid working arrangement. This opportunity is ideal for individuals who are early in their career journey, looking to build expertise in probate, estate administration, and trust taxation.

The successful candidate will be detail‑oriented, proactive, and committed to delivering high‑quality service in a professional manner. Experience is not essential but would be an advantage. Flexibility across private client tax services can be tailored to the right candidate.

• Detail‑oriented and proactive approach
• Excellent communication and interpersonal skills
• Proficiency in Microsoft Office Suite
• Experience in probate or tax services is beneficial but not essential

• Supportive and collaborative team environment
• Study support for ATT and/or STEP qualifications
• Flexible working arrangements, including hybrid options
• Opportunities for growth and development across private client services

• Excellent communication and interpersonal skills
• Strong organisational abilities and attention to detail
• Proficiency in Microsoft Office Suite
• A genuine interest in developing a career in private client tax and estate work

Probate & Estates

• Prepare draft IHT
  400 forms (or equivalents) to support grant of probate applications
• Compile probate papers for submission
• Capture estate data using specialist software to generate forms and computations
• Draft estate accounts with accuracy and clarity
• Provide support to non‑probate staff as needed

Trust & Estates Tax

• Prepare self‑assessment tax returns, including capital gains computations and property income schedules
• Submit 60‑day CGT returns and IHT
  100 forms for trusts
• Register trusts and estates on HMRC’s Trust Registration Service (TRS)
• Monitor trust anniversaries and ensure timely reporting
• Handle estate tax returns or informal HMRC reporting
• Liaise directly with HMRC when required

Client Management

• Engage directly with probate, estate, and trust clients
• Build and maintain strong client relationships via phone, email, and meetings
• Draft client bills promptly and accurately
• Deliver exceptional client service with empathy and professionalism

General Duties

• Collaborate with colleagues across departments to support team goals
• Undertake CPD training to maintain professional standards
• Assist Partners, Associates, and Managers with ad hoc tasks
• Contribute to internal communications and team development
• Perform general administrative duties as required

Skills and Attributes

• Experience in probate, estate administration, or trust taxation an advantage but not essential
• Excellent communication and client relationship skills
• Proficient in Microsoft Office Suite
• Organised, reliable, and committed to continuous professional development

Salary/remuneration package on offer will be at market rates in line with knowledge and experience.

• Generous annual leave (25 days per annum plus Bank Holidays – if studying this will be reduced to 20 days per annum (plus Bank Holidays) with one additional day every 2 completed holiday years)
• Continued development including attending training courses, webinars, leadership, management development and continuing professional development programmes
• Flexible working is encouraged and regularly reviewed
• Enhanced Maternity Pay Policy
• In case of long‑term sickness or incapacity, income protection is provided
• Life assurance
• Paid study leave
• Paid professional subscriptions
• Health Shield cash back plan – for treatments such as dental, optical and physiotherapy etc (a more extensive list is available)
• Flu vaccinations
• Enhanced sick pay
• Tax efficient pension (salary sacrifice)
• We have a wellbeing programme, which includes counselling and mental health support and legal advice
• Team social events, fundraising and activities with other local offices.

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