Manager - Private Assets

2 weeks ago


St Albans Hertfordshire, United Kingdom Sarfraz Group Ltd Full time

Our Client is looking for a an ambitious manager to join and complement the trust team within the Private Client group in a growing role. 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
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
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
Outlook, Excel and Word, CCH Practice Management System. Various other applications and digital accounts.
Experience of preparing more complex estate accounts desirable, but not necessary.
Flexible and dependable, able to take the initiative



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