Private Client Assistant – Probate & Trusts Specialist

About the role

Join a growing professional services firm’s Private Client team as a Private Client Assistant, supporting probate, estate and trust matters across Cambridgeshire and Suffolk. This role offers the chance to work alongside experienced partners while taking ownership of your own cases, with opportunities for study support and career progression.

Key responsibilities

• Prepare draft IHT400 forms and probate papers for grant applications.
• Capture estate information in software and draft estate accounts.
• Provide support to non‑probate staff.
• Prepare self‑assessment tax returns, capital gains tax returns and trust accounts.
• Register trusts and estates on HMRC’s Trust Registration Service (TRS) and liaise with HMRC when required.
• Build and maintain strong client relationships, handling enquiries by phone, email and meetings.
• Draft client bills promptly.
• Support colleagues, partners, associates and managers and undertake CPD training and administrative tasks.

Required profile

• Experience in probate, estate administration or trust/tax work.
• Understanding of HMRC processes such as IHT, CGT and TRS (beneficial).
• Strong attention to detail and organisational abilities.
• Confident communicator with a client‑focused approach.

Required skills

What we offer

• Supportive and collaborative team environment.
• Study support for further qualifications and paid study leave.
• Flexible working arrangements, including hybrid options.
• Generous annual leave (25 days + Bank Holidays) with adjustments for study.
• Enhanced maternity pay, sick pay, income protection and life assurance.
• Health Shield cashback plan (dental, optical, physiotherapy, etc.).
• Flu vaccinations and wellbeing programme with counselling.
• Tax‑efficient pension via salary sacrifice.
• Team social events and fundraising activities.