Senior Probate & Trusts Advisor / Manager

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!