Probate and Estate Tax Senior

Overview

You have embarked on a career in probate, estate administration and trust taxation and are looking to build on the expertise that you already have. You could also have experience with private client taxation and be keen to move into this area.

• Prepare draft IHT
  400 forms to support grant of probate applications
• Compile probate papers for submission
• Capture estate data using specialist software
• Draft estate accounts
• Prepare self assessment tax returns including capital gains computations and property income schedules
• Prepare and submit 60 day CGT Returns and IHT forms for trusts
• Handle estate tax returns
• Liaise with HMRC when required

• An understanding of how probate works
• An ability to reach the submission stage from information and knows how to do an IHT
  400

• 25 days' annual holiday plus Bank Holidays - if studying this will be reduced to 20 days per annum with one additional day for every completed holiday year)
• Flexible/hybrid working is encouraged and regularly reviewed
• Continued professional development such as training courses, webinars, management development
• Paid study leave
• Paid professional subscriptions
• Well being programme including counselling, mental health support and legal advice
• Tax efficient pension (salary sacrifice)
• Enhanced sick pay
• Enhanced maternity pay policy
• Income protection in case of long term sickness or incapacity
• Healthshield cashback plan for treatments such as dental, optical and physiotherapy
• Life assurance