Probate and Estate Tax Senior

Probate and Estate Tax Senior Ely £34,000 - £36,000A well-established accountancy practice is seeking a Probate, Estates and Trusts Tax Senior to join its growing Private Client team. This is a varied and hands-on role supporting a range of probate, estate administration and trust taxation work, offering the opportunity to develop deep technical expertise while working closely with clients and senior colleagues in a supportive and collaborative environment.Role ResponsibilitiesPrepare draft IHT400 forms to support probate applications.Manage probate and estate administration caseloads from instruction through to completion.Identify and value estate assets and liabilities as at date of death.Prepare probate papers for grant applications.Draft estate accounts accurately and clearly.Capture estate data using specialist software to produce forms and computations.Support non-probate staff where required.Liaise with executors, trustees, clients and external professionals, including attending meetings.Identify cross-selling and tax planning opportunities (e.g. deeds of variation).Prepare self-assessment tax returns, including CGT computations and property income schedules.Prepare and submit 60-day CGT returns.Complete trust and estate tax reporting, including HMRC correspondence.Register trusts and estates on the HMRC Trust Registration Service (TRS).Prepare IHT100 forms.Monitor trust reporting deadlines, including ten-year anniversaries.Prepare estate tax returns or informal HMRC ..... full job details .....