Full job descriptionSenior 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!