Private Client Assistant – Probate, Estates & Trusts

About the role

Join a growing professional services firm as a Private Client Assistant, supporting the delivery of probate, estate and trust services. You will work within a collaborative team, handling matters from initial paperwork through to client communication and tax filings.

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 and prepare self‑assessment, CGT and trust tax returns.
• Register trusts and estates on HMRC TRS and liaise with HMRC when required.
• Build and maintain strong client relationships, managing contact via phone, meetings and email.
• Draft bills promptly and support partners, associates and managers.
• Undertake CPD training and perform general administration tasks.

Required profile

• Experience in probate, estate administration, or trust/tax work.
• Understanding of HMRC processes (e.g., IHT, CGT, TRS) is beneficial.
• Strong attention to detail and organisational skills.
• Confident communicator with a client‑focused approach.
• Motivated to learn and develop professionally.

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) and enhanced maternity pay.
• Income protection, life assurance and health‑shield cashback plan.
• Tax‑efficient pension (salary sacrifice) and team social events.