Private Client Assistant – Probate & Trusts

About the role

The Private Client team is expanding and seeks a motivated assistant to support probate, estate and trust matters across Cambridgeshire and Suffolk. You will work alongside partners, associates and managers, gaining exposure to high‑value private client work while developing specialist knowledge.

Key responsibilities

• Prepare draft IHT400 forms and probate documentation for grant applications.
• Enter estate data into practice software and produce estate accounts.
• Assist non‑probate staff with estate information.
• Prepare self‑assessment, capital gains tax and trust tax returns.
• Register trusts and estates on HMRC’s Trust Registration Service (TRS) and liaise with HMRC when required.
• Maintain client relationships through phone, meetings and email, and issue timely invoices.
• Provide general administrative support and undertake CPD training.

Required profile

• Experience in probate, estate administration or trust taxation.
• Familiarity with HMRC processes such as IHT, CGT and TRS.
• Strong attention to detail and organisational ability.
• Excellent written and verbal communication skills.

Required skills

• Drafting IHT400 and probate forms.
• Preparing self‑assessment, CGT and trust tax returns.
• Using practice management software for estate data capture.
• Registering trusts on HMRC TRS.

What we offer

• Supportive, collaborative team environment.
• Study support and paid study leave for further qualifications.
• Hybrid working flexibility.
• Generous annual leave (25 days + bank holidays) and additional benefits such as pension, health plans and wellbeing programmes.