Private Client Assistant

Probate, Estates and Trust Role!Department: Probate, Estate TaxLocation: Cambridgeshire and Suffolk Options Hours: 9:00 am - 5:30 pm, Monday to FridayJoin Our Clients Private Client Team - Build Your Career!An established and growing professional services firm is looking to enhance its Private Client team with the addition of a Probate and Trusts specialist.This is an excellent opportunity for a legal professional with experience in probate, estate administration, or trust taxation to join a supportive and collaborative environment. The organisation has a strong track record of developing individuals, making this an ideal role for someone looking to deepen their expertise and progress their career.About the RoleYou will support the delivery of high-quality probate, estate, and trust services, working closely with colleagues while also having the opportunity to take ownership of your own matters.Probate and EstatesPreparing draft IHT400 forms and probate papers for grant applicationsCapturing estate information on software and drafting estate accountsProviding support to non-probate staffTrust and Estates TaxPreparing self-assessment tax returns, CGT returns, and trust accountsRegistering trusts and estates on HMRC TRSCommunicating directly with HMRC when requiredClient ManagementBuilding and maintaining strong client relationshipsManaging client contact via phone, meetings, and emailDrafting bills promptlyGeneralSupporting colleagues and assisting Partners, Associates, and ..... full job details .....