Tax & Probate Specialist

Tax & Probate Specialist | Private Client | Surrey (Hybrid)

Surrey | Hybrid — Remote with 1 day in office per week or fortnight | ⏱️ Full-time or Part-time (3 days considered)

We're looking for a tax professional with a genuine interest in private client work — someone who's comfortable with personal tax, understands the complexity of deceased estates, and can work with both legal and financial stakeholders without hand-holding.

The Role

You'll sit at the intersection of tax and law, embedded within a law firm and working alongside solicitors and probate professionals to manage the financial side of deceased estates.

Day-to-day, that means:

• Preparing personal tax returns
• Handling CGT and IHT calculations
• Preparing full estate accounts
• Supporting probate applications (helpful if you've done this, not a dealbreaker if not)
• Liaising with HMRC and internal legal teams
• Communicating clearly — and compassionately — with clients during difficult times

What We're Looking For

• Part-qualified or qualified: ACCA, ACA, ATT, CTA or equivalent
• Solid personal tax experience — this is non-negotiable. If your background is purely business/corporate tax, this role isn't the right fit
• Exposure to estates, IHT or probate work is a real advantage
• Strong communicator, written and verbal
• Confident working independently in a remote environment
• A calm, considered manner — you'll regularly deal with bereaved families

The Setup

This is a predominantly remote role based out of Surrey, with just one day in the office per week or every other week — so you get the flexibility of home working without losing the team connection entirely.

We're open to full-time or part-time (minimum 3 days) — what matters more is that you can cover both the tax and probate side of the work competently.

Why It's an Interesting Role

Private client and estate work is a niche that rewards specialists. You'll gain broad exposure across tax, legal process and client-facing work — all within a supportive firm that takes the technical side seriously.

Interested or know someone who might be? Drop a message or apply below.