Senior Probate and Trusts Advisor / Manager

Senior Probate and Trusts Advisor / ManagerInterested in stepping into a more senior, client-facing probate and trusts role?I''m currently working with a well-established professional services firm that is looking to strengthen its Private Client team with the addition of an experienced Probate and Trusts specialist.This role offers the opportunity to take ownership of complex work, manage your own portfolio, and play a key role in developing both client relationships and internal capability.That said, this isn''t a "tick every box" hire. If you have strong experience in this space and are thinking about your next move, it''s well worth a confidential conversation.What you''d be doingA varied, hands-on role across probate, estates, and tax work, with increasing responsibility and autonomy:Probate and EstatesLeading on IHT400 preparation and probate applicationsManaging estate administration processes end-to-endPresenting IHT positions and implications clearly to clientsMonitoring application progress and advising on liabilitiesDelivering estate tax reporting and identifying planning opportunitiesActing as a technical point of contact within the wider teamPersonal and Trust TaxPreparing and reviewing complex self-assessment returns, including CGTManaging 60-day CGT submissions and broader tax complianceAdvising clients on tax matters in a clear and practical waySupporting trust tax work, including IHT100s and ongoing complianceContributing to advisory work and planning ..... full job details .....