Probate, Estates and Trust Role!
Department: Probate and Tax
Location: Cambridgeshire & Suffolk Options
Hours: 9:00 am – 5:30 pm, Monday to Friday
Join Our Private Client Team – Build Your Career with Us!
Are you detail-oriented, organised, and passionate about helping clients navigate probate, estates, and trust matters? This is your opportunity to join a supportive team that values growth, flexibility, and professional development.
About the Role
As a Probate, Estates and Trust, you will assist the Probate department in delivering high-quality services to a diverse range of clients. Your responsibilities will include:
Probate and Estates
*Preparing draft IHT400 forms and probate papers for grant applications
*Capturing estate information on software and drafting estate accounts
*Providing support to non-probate staff
Trust and Estates Tax
*Preparing self-assessment tax returns, CGT returns, and trust accounts
*Registering trusts and estates on HMRC TRS
*Communicating directly with HMRC when required
Client Management
*Building and maintaining strong client relationships
*Managing client contact via phone, meetings, and email
*Drafting bills promptly
General
*Supporting colleagues and assisting Partners, Associates, and Managers
*Undertaking CPD training and general administration tasks
What Is Offered
*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
Core Benefits
*Generous annual leave (25 days + Bank Holidays; adjusted if studying)
*Paid study leave and professional subscriptions
*Enhanced maternity pay and sick pay
*Income protection and life assurance
*Health Shield cashback plan (dental, optical, physiotherapy, and more)
*Flu vaccinations and wellbeing programme (including counselling and mental health support)
*Tax-efficient pension (salary sacrifice)
*Team social events, fundraising, and activities with other local offices
Candidate Profile
We’re looking for someone who has:
*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
Ready to take the next step?

Apply now and start your journey with a team that invests in your future or contact Sophie Clarke at Reed (Norwich) to learn more!