Connected | Experienced | Relationship-Based | Honest | Professional

Probate and Private Client Tax Senior, Leatherhead, full time or part time/reduced hours, flexible working.

Our client is a professional services firm with a dedicated private client team who are looking for a probate specialist to manage a portfolio of clients, providing them with a sensitive and complete service.  The position can be undertaken on a part-time basis to include only probate work, or if you wish to work full-time, the role will also include some private client tax orientated work.

You will have relevant experience dealing with Probate matters either from work in a Legal or Accounting Practice and be looking for a flexible work solution to include some really interesting work in a growing firm where the role can be built and developed around you.

Key Responsibilities:

  • You will be the primary point of contact for a portfolio of clients, building strong relationships based on trust and providing a high-quality service.
  • Understand clients' individual needs and objectives, offering relevant probate and tax advice relevant to their circumstances.
  • Assist clients in the administration of estates, including the preparation of probate and inheritance tax forms and liaising with relevant authorities.
  • Identifying effective ways to reduce IHT
  • Sensitively assisting with Grant Of Probate
  • Liaison with bereaved families to value estates for Probate purposes
  • Dealing with personal bequests and any relevant matters as dictated by a person’s Will
  • Completion of Accounts and Tax Calculations
  • Prepare complex tax returns for individuals, trusts, and estates
  • Work closely with other team members, including Partners

Skills and Experience:

  • A professional qualification such as ATT, STEP or CTA is highly desirable.
  • Relevant experience in probate and private client tax within a professional services firm.
  • Strong technical knowledge of UK tax and probate legislation, particularly in inheritance tax, trusts, and estate planning.
  • Proven experience managing client relationships, providing exceptional client service, and maintaining confidentiality.
  • Ability to work effectively independently and as part of a team, managing a portfolio of clients with sensitivity.

Salary and Benefits: In addition to a comprehensive range of benefits a salary band of £48,000 – £52,000 has been set by Fletcher George as a guide based on full-time hours.

Next steps:  Apply now to join this superb firm as a Probate and Private Client Tax Senior and take the next step in your career. We aim to reply to all suitable applicants within 48 hours

Fletcher George is an inclusive Surrey-based financial recruiter welcoming all applications relevant to the role. We are committed to attracting a diverse pool of applicants and assisting talent to find career opportunities in which they can thrive.

We are an accountancy and finance recruitment agency acting as an Employment Agency.

Referrals are welcome - you can receive up to £500 of Amazon or John Lewis vouchers when we successfully place your referral, just make sure they mention you when they register. The full details of Fletcher George’s referral scheme is on our website.

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