Private Client Assistant

Probate, Estates and Trust Role! Department: Probate, Estate Tax Location: Cambridgeshire & Suffolk Options Hours: 9:00 am – 5:30 pm, Monday to Friday Join Our Clients Private Client Team – Build Your Career! An established and growing professional services firm is looking to enhance its Private Client team with the addition of a Probate & Trusts specialist. This is an excellent opportunity for a legal professional with experience in probate, estate administration, or trust taxation to join a supportive and collaborative environment. The organisation has a strong track record of developing individuals, making this an ideal role for someone looking to deepen their expertise and progress their career. About the Role You will support the delivery of high-quality probate, estate, and trust services, working closely with colleagues while also having the opportunity to take ownership of your own matters. Probate and Estates • Preparing draft IHT400 forms and probate papers for grant applications • Capturing estate information on software and drafting estate accounts • Providing support to non-probate staff Trust and Estates Tax • Preparing self-assessment tax returns, CGT returns, and trust accounts • Registering trusts and estates on HMRC TRS • Communicating directly with HMRC when required Client Management • Building and maintaining strong client relationships • Managing client contact via phone, meetings, and email • Drafting bills promptly General • Supporting colleagues and assisting Partners, Associates, and Managers • Undertaking CPD training and general administration tasks What Is Offered • Supportive and collaborative team environment • Study support for further qualifications • Flexible working arrangements, including hybrid options • Opportunities for growth and development across private client services Core Benefits • Generous annual leave (25 days + Bank Holidays; adjusted if studying) • Paid study leave and professional subscriptions • Enhanced maternity pay and sick pay • Income protection and life assurance • Health Shield cashback plan (dental, optical, physiotherapy, and more) • Flu vaccinations and wellbeing programme (including counselling and mental health support) • Tax-efficient pension (salary sacrifice) • Team social events, fundraising, and activities with other local offices Candidate Profile We’re looking for someone who has: • 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 Why Apply? • Supportive and development-focused environment • Exposure to a broad range of private client work • Opportunities for progression and skill development • Collaborative and team-oriented culture 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!