Senior Probate & Trusts Advisor / Manager

Interested in stepping into a more senior, client-facing probate and trusts role?

I’m currently working with a well-established professional services firm that is looking to strengthen its Private Client team with the addition of an experienced Probate & Trusts specialist.

This role offers the opportunity to take ownership of complex work, manage your own portfolio, and play a key role in developing both client relationships and internal capability.

That said, this isn’t a “tick every box” hire. If you have strong experience in this space and are thinking about your next move, it’s well worth a confidential conversation.

What you’d be doing

A varied, hands-on role across probate, estates, and tax work, with increasing responsibility and autonomy:

Probate & Estates

• Leading on IHT400 preparation and probate applications
• Managing estate administration processes end-to-end
• Presenting IHT positions and implications clearly to clients
• Monitoring application progress and advising on liabilities
• Delivering estate tax reporting and identifying planning opportunities
• Acting as a technical point of contact within the wider team

Personal & Trust Tax

• Preparing and reviewing complex self-assessment returns, including CGT
• Managing 60-day CGT submissions and broader tax compliance
• Advising clients on tax matters in a clear and practical way
• Supporting trust tax work, including IHT100s and ongoing compliance
• Contributing to advisory work and planning opportunities

Client & Portfolio Management

• Taking ownership of a portfolio of probate and trust clients
• Building long-term relationships and acting as a trusted advisor
• Identifying opportunities to add value or broaden services
• Managing billing and ensuring a high-quality client experience

Wider Contribution

• Supporting and guiding more junior colleagues
• Working closely with senior stakeholders on complex matters
• Contributing to business development and growth where appropriate

What they’re looking for

• Strong background in probate, estates, and/or trust taxation - additional support and training to be provided
• Confident handling IHT, CGT, and estate administration
• Experience managing client relationships or ready to step into this
• Commercial awareness and a proactive mindset
• Someone who enjoys being part of a collaborative, supportive team

Why it’s worth exploring

• Genuine opportunity to step into (or further develop within) a senior role
• Autonomy over your work and client relationships
• Supportive environment with a track record of developing people
• Broad, high-quality private client workload
• Clear progression potential

Applications are encouraged from candidates who may not meet every requirement but have a strong foundation and a genuine interest in developing within this area. Ongoing training and support will be provided.

Ready to take the next step?

Apply now and start your journey with a team that invests in your future or contact Sophie Clarke at Reed (Norwich) to learn more!