Senior Probate & Estate Associate

LOCATION: Cardiff or Milton Keynes

Are you ready to bring your Probate & Estates expertise to a role where your skills and unique perspective can make a lasting impact?

What Sets Us Apart

At MHA, we’re about people first – our people, our clients, and the communities we serve. As one of the UK’s top 15 accountancy firms and a proud member of Baker Tilly International, the 9th largest network in the world, we are a hub of global knowledge with a strong local commitment.

Our people-focused approach truly sets us apart. Here, you won’t just be another face in the firm; you’ll be part of an ambitious, driven team dedicated to continuous learning and growth. We invest in our people because they are the foundation of our success. With access to unparalleled resources and award-winning development programmes, you’ll have the freedom to shape your career while making a meaningful impact. We take immense pride in being awarded gold for Investors in People. This recognition reflects our deep commitment to nurturing talent and ensuring every individual feels valued and supported.

Here, You’ll Go Beyond Numbers

We’re looking for a talented Probate & Estate professional (paralegal) who thrives in a dynamic environment and embraces the chance to tackle complex challenges. At MHA, you’ll be surrounded by passionate professionals who are dedicated to making a difference.

As a Senior Probate & Estate Associate, you will be responsible for managing probate matters, of varying complexity, from instruction through to final distribution, with support, oversight and sign-off provided by a senior authorised individual. The role offers autonomy, variety, and the opportunity to contribute meaningfully to a well-respected practice as well as being part of a growing service.

The majority of our team are based in our Cardiff office, but we are happy for someone to be based out of our Milton Keynes office. The ideal candidate would have experience in running probate matters from inception to conclusion with the appropriate knowledge to support this.

The role includes but is not limited to:

• Independently run probate files from initial instruction to conclusion demonstrating your understanding of what information is required in a probate matter and why it may be important.
• Prepare IHT forms, probate applications, estate accounts, and correspondence to clients and third parties
• Liaise with clients, executors, beneficiaries, financial institutions, and HMRC
• Maintain accurate records and time recording using case management software
• Ensure compliance with relevant legislation and firm procedures
• Support the wider Private Client team with trust and estate administration tasks as needed

What We’re Looking For

• CILEx Level 3 or equivalent legal training or proven experience
• Experience managing probate matters independently
• Strong understanding of estate administration and IHT
• Excellent written and verbal communication skills, good telephone manner, and high level of accuracy and attention to detail
• Experience using Isokon software preferred but not essential

• A committed career paralegal/legal assistant who values technical excellence and client care
• Confident in managing probate matters
• Enjoys working collaboratively as part of a team and contributing to best practice and development of the service across the firm
• Organised, proactive, and able to manage competing priorities

• Additional tax knowledge of estate administration matters (eg income tax etc) would be beneficial but is not critical to the role and additional support could be provided to develop this.

Rewards That Resonate

You’re more than a number to us; you’re an individual with unique talents and aspirations. Our benefits are designed to support your well-being, foster your professional growth, and recognise your contributions.

• Agile Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days (discretionary), allowing you to balance your work and personal commitments seamlessly.
• 25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)
• Competitive salary package
• Employee recognition awards: Outstanding Performance Award Bonus discretionary annual bonus, and other recognition initiatives.
• New and improved programme for succession planning and supportive management structure to help you realise your potential
• Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family.
• And lot’s more!

Are You Ready to Elevate Your Career?

Apply now and be part of a team that celebrates diversity, champions innovation, and prioritises your success!