Probate and Trust and Estates Manager

Legal Southwest; Exeter; On-site; GBP 40,000 - 60,000

Job description

On behalf of our client, a reputable Accountancy firm based in Exeter, we are looking to recruit an experienced Full Time Probate and Trust and Estates Manager to join their busy Inheritance Tax team.

Your day-to-day responsibilities will include:

• Working closely with the Partners, Directors and clients providing Probate expertise from initial consultation to the resolution of more complex cases.
• Working with the Personal Representatives to gather all the information regarding the assets and liabilities of the deceased.
• Preparation of all IHT accounts required.
• Calculating the IHT payable (if applicable) and advising on the payment methods that could be available.
• Applying for the Grant of Probate or Letters of Administration, depending on which is required.
• Collecting in the assets.
• Advising on distributions to the beneficiaries.
• Preparation of estate accounts.
• Preparation of all tax returns.
• Undertaking monthly billing and reporting functions.

Skills and experience required:

• Experience of working in Probate Services and dealing with uncontentious Probate matters.
• Good attention to detail and ability to work independently.
• Strong knowledge of probate regulations and inheritance tax with a proactive approach to developing probate processes.
• Excellent time management and organisation skills, with the ability to organise your own work to ensure all deadlines are met.
• IT proficiency.
• Excellent communication and interpersonal skills, with the ability to empathise, as there will be significant client contact including client visits where required.

In return you will be offered:

• Competitive salary.
• A bonus structure.
• Matched employer pension contributions up to 5%.
• Minimum 22 days holiday + bank holidays (pro-rata), increasing with length of service.
• Paid training and development.

Salary: This will be dependent upon qualifications and experience.

Please get in touch if you would like more information about this role or send us your CV via the form below.

Legal Southwest will never, without exception, send out your CV without your prior knowledge or consent, so please be assured that we treat every application with the utmost confidentiality.