![Newstaff Employment Services Ltd](https://media.trabajo.org/img/noimg.jpg)
Probate Manager
2 weeks ago
The Role:
To take responsibility for a varied caseload of probate & estate administrations, to include taxable and non-taxable estates.
Key
responsibilities:
Ability to engage with Partners/Directors and clients by telephone, email and face-to-face meetings for initial scoping of work involved and continued progression as matter evolves
Preparation of all emails and letters requesting information to value assets and liabilities as at date of death, as required
Keeping the executors abreast of progress, with regular updates
Preparation of all relevant Inheritance Tax forms - a good understanding of relevant Inheritance Tax allowances to include the nil rate band and the transferable nil rate band. Experience in business relief and agricultural relief are also desirable but not essential
Dealing with the application to obtain a grant of probate
Liaising with HMRC, HMCTS and third parties, as required
Discussing with the executors who will be responsible for collecting in assets, paying liabilities and distributing the estate - potential instructions for opening a designated client account & liaising with our in-house team
Maintenance and preparation of estate accounts
If applicable, preparation of estate tax returns and beneficiary statements R185 for the administration period and 60 Day UK Property CGT returns.
Experience Required:
A good understanding of the whole process of probate & estate administration
A working understanding of will validity and interpretation
Ability to handle estates that are often high in value and that include trust structures e.g. discretionary wills, nil rate band wills and life interest trust wills
Confident to take and exercise initiative to ensure responsibility for the completion of the estate administration
Experience of preparing more complex estate accounts desirable, but not necessary.
IT Skills:
Outlook, Excel and Word, CCH Practice Management System. Various other applications and digital accounts.
Qualifications/education required:
Ideally CTA and/or STEP qualified - or a desire to work toward a STEP qualification
Alternatively, qualified by experience
Particular aptitudes / skills required
Good communication, organisational and team skills
Flexible and dependable, able to take the initiative
Motivated and resilient with a positive outlook
Able to quickly build confidence, respect, and trust with others
Monday to Friday 37.5 hours per week - Office hours
Salary:
£60,000 pa to £70,000 pa dependant on experience + excellent benefits
Interested? Please call Anne Marie on (phone number removed) or email CV to (url removed)
-
Probate Manager
4 weeks ago
St Albans, United Kingdom Newstaff Employment Services Ltd Full timeNewstaff Employment Services is recruiting for an experienced Probate Manager on behalf of our client based in St Albans, Herts. Role purpose: To take responsibility for a varied caseload of probate & estate administrations, to include taxable and non-taxable estates.The successful applicant will have a good understanding of the whole process of probate &...
-
Probate Manager
2 weeks ago
St Albans, United Kingdom Newstaff Employment Services Ltd Full timeNewstaff Employment Services is recruiting for an experienced Probate Manager on behalf of our client based in St Albans, Herts. Role purpose: To take responsibility for a varied caseload of probate & estate administrations, to include taxable and non-taxable estates.The successful applicant will have a good understanding of the whole process of probate &...
-
Probate Manager
2 weeks ago
St Albans, United Kingdom Newstaff Employment Full timeNewstaff Employment Services is recruiting for an experienced Probate Manager on behalf of our client based in St Albans, Herts. Role purpose: To take responsibility for a varied caseload of probate & estate administrations, to include taxable and non-taxable estates. The successful applicant will have a good understanding of the whole process of probate &...
-
Probate Manager
2 months ago
St Albans, United Kingdom Newstaff Employment Services Ltd Full timeNewstaff Employment Services is recruiting for an ambitious Probate Manager to join a successful accountancy practice.The Role:To take responsibility for a varied caseload of probate & estate administrations, to include taxable and non-taxable estates.Key responsibilities: Ability to engage with Partners/Directors and clients by telephone, email and...
-
Probate Manager
2 months ago
St Albans, United Kingdom Newstaff Employment Services Ltd Full timeNewstaff Employment Services is recruiting for an ambitious Probate Manager to join a successful accountancy practice.The Role: To take responsibility for a varied caseload of probate & estate administrations, to include taxable and non-taxable estates.Key responsibilities: Ability to engage with Partners/Directors and clients by telephone, email and...
-
Probate and Estate Manager
2 months ago
St. Albans, United Kingdom Newstaff Employment Services Ltd Full timeNewstaff Employment Services are recruiting for a bright and ambitious Probate and Estate Manager to join and complement the Trust team within the Private Client group in a growing role. The postholder will take responsibility for a varied caseload of probate & estate administrations, to include taxable and non-taxable estates. Key responsibilities: -...
-
Probate Manager
3 weeks ago
St Albans, United Kingdom Newstaff Employment Services Ltd Full timeNewstaff Employment Services is recruiting for an ambitious Probate Manager to join a successful accountancy practice.The Role: To take responsibility for a varied caseload of probate & estate administrations, to include taxable and non-taxable estates.Key responsibilities: Ability to engage with Partners/Directors and clients by telephone, email and...
-
Probate Executive
2 months ago
St. Albans, United Kingdom Newstaff Employment Services Ltd Full timeNewstaff Employment Services are recruiting for a Probate Executive to join a successful and progressive company. Main duties: - Assisting with the estate administration process, including preparing letters and forms to close accounts and sell shares. - Liaising with HMRC, HMCTS and third parties, as required. - Comfortable with liaising with clients and...
-
Probate Executive
2 weeks ago
St. Albans, United Kingdom Newstaff Employment Services Ltd Full timeNewstaff Employment Services are recruiting for a Probate Executive to join a successful and progressive company. Main duties: - Assisting with the estate administration process, including preparing letters and forms to close accounts and sell shares. - Liaising with HMRC, HMCTS and third parties, as required. - Comfortable with liaising with clients and...
-
Probate Manager
2 months ago
St Albans, Hertfordshire, United Kingdom Newstaff Employment Services Ltd Full timeNewstaff Employment Services is recruiting for an ambitious Probate Manager to join a successful accountancy practice. The Role: To take responsibility for a varied caseload of probate & estate administrations, to include taxable and non-taxable estates. Key responsibilities: Ability to engage with Partners/Directors and clients by telephone, email and...
-
Probate Manager
2 weeks ago
St Albans, Hertfordshire, United Kingdom Newstaff Employment Services Ltd Full time €60,000 - €70,000Newstaff Employment Services is recruiting for an ambitious Probate Manager to join a successful accountancy practice. The Role: To take responsibility for a varied caseload of probate & estate administrations, to include taxable and non-taxable estates. Key responsibilities: Ability to engage with Partners/Directors and clients by telephone, email and...
-
Probate Manager
2 weeks ago
St Albans, Hertfordshire, United Kingdom Newstaff Employment Services Ltd Full time €60,000 - €70,000Newstaff Employment Services is recruiting for an ambitious Probate Manager to join a successful accountancy practice. The Role: To take responsibility for a varied caseload of probate & estate administrations, to include taxable and non-taxable estates. Key responsibilities: Ability to engage with Partners/Directors and clients by telephone, email and...
-
Probate Manager
4 weeks ago
St Albans, Hertfordshire, United Kingdom Newstaff Employment Services Ltd Full time €60,000 - €70,000Newstaff Employment Services is recruiting for an ambitious Probate Manager to join a successful accountancy practice. The Role: To take responsibility for a varied caseload of probate & estate administrations, to include taxable and non-taxable estates. Key responsibilities: Ability to engage with Partners/Directors and clients by telephone, email and...
-
Probation Service Officer- St. Albans
4 weeks ago
St Albans, United Kingdom Red Snapper Recruitment Limited Full timeRSR Justice is a market leading recruitment business dedicated to providing top quality candidates and services to the offender rehabilitation and supervision work sectors. RSR are currently recruiting for a Probation Service Officer. Job Summary: If you have a passion for the criminal justice sector and are interested in offender rehabilitation then join...
-
Probation Service Officer- St. Albans
13 hours ago
St Albans, United Kingdom Red Snapper Recruitment Limited Full timeRSR Justice is a market leading recruitment business dedicated to providing top quality candidates and services to the offender rehabilitation and supervision work sectors. RSR are currently recruiting for a Probation Service Officer. Job Summary: If you have a passion for the criminal justice sector and are interested in offender rehabilitation then join...
-
Probation Service Officer- St. Albans
4 weeks ago
St Albans, United Kingdom Red Snapper Recruitment Limited Full timeRSR Justice is a market leading recruitment business dedicated to providing top quality candidates and services to the offender rehabilitation and supervision work sectors.RSR are currently recruiting for a Probation Service Officer.Job Summary:If you have a passion for the criminal justice sector and are interested in offender rehabilitation then join the...
-
Probation Service Officer- St. Albans
2 weeks ago
St Albans, United Kingdom Red Snapper Recruitment Limited Full timeRSR Justice is a market leading recruitment business dedicated to providing top quality candidates and services to the offender rehabilitation and supervision work sectors.RSR are currently recruiting for a Probation Service Officer.Job Summary:If you have a passion for the criminal justice sector and are interested in offender rehabilitation then join the...
-
Probation Service Officer- St. Albans
22 hours ago
St Albans, United Kingdom Red Snapper Recruitment Limited Full timeRSR Justice is a market leading recruitment business dedicated to providing top quality candidates and services to the offender rehabilitation and supervision work sectors.RSR are currently recruiting for a Probation Service Officer.Job Summary:If you have a passion for the criminal justice sector and are interested in offender rehabilitation then join the...
-
Contentious trusts and probate
2 weeks ago
St Albans, Hertfordshire, United Kingdom Mandaus Legal Search Full time• HYBRID (ST ALBANS, UK)• PQE 6-9, PQE 10+, PQE PARTNER• FULL TIME SOLICITOR OTHERJob DescriptionWe are looking for a contentious trusts and probate specialist to join Hertfordshire's leading Wills, trusts and probate team. They need to be passionate about this area and would play an integral role in helping key clients and taking this team, one of the...
-
Contentious trusts and probate
1 month ago
St Albans, Hertfordshire, United Kingdom Mandaus Legal Search Full time• HYBRID (ST ALBANS, UK)• PQE 6-9, PQE 10+, PQE PARTNER• FULL TIME SOLICITOR OTHERJob DescriptionWe are looking for a contentious trusts and probate specialist to join Hertfordshire's leading Wills, trusts and probate team. They need to be passionate about this area and would play an integral role in helping key clients and taking this team, one of the...