Probate Manager

1 week ago


St Albans, Hertfordshire, United Kingdom Newstaff Employment Full time

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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