Probate Manager
1 week ago
Newstaff Employment Services is currently looking for an experienced Probate Manager to join our client's team located in St Albans, Herts.
About the Role:
- Manage a diverse caseload of probate & estate administrations, including taxable and non-taxable estates.
- Ensure effective communication with Partners/Directors and clients through various channels for scoping and ongoing updates.
- Preparation of necessary documentation and forms related to Inheritance Tax, asset valuation, and liabilities.
- Coordinate the probate application process and engage with relevant authorities and third parties.
- Guide executors on asset collection, liabilities payment, and estate distribution.
- Handle estate accounts and tax returns preparation.
Key Responsibilities:
- Engage with Partners/Directors and clients for scoping and updates.
- Prepare documentation for asset valuation and liabilities.
- Keep executors informed about progress.
- Complete Inheritance Tax forms and manage probate application.
- Liaise with relevant authorities and third parties.
- Assist executors in asset collection and estate distribution.
- Manage estate accounts and tax returns.
Qualifications/Education:
- CTA and/or STEP qualified – or willingness to pursue a STEP qualification.
Working Hours: Monday to Friday, 37.5 hours per week with flexi-time.
Salary: £55,000 to £70,000 per annum + benefits.
If you are interested in this opportunity, please contact Anne Marie for more details.
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