Dispute Resolution Manager with Immediate Start

2 months ago


St Albans Hertfordshire, United Kingdom Newstaff Employment Services Ltd Full time

Newstaff Employment Services is recruiting for an ambitious Probate Manager to join a successful accountancy practice.
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.
Experience of preparing more complex estate accounts desirable, but not necessary.  
Outlook, Excel and Word, CCH Practice Management System.  Various other applications and digital accounts.
Flexible and dependable, able to take the initiative 
Monday to Friday 37.5 hours per week - Office hours
Please call Anne Marie on (phone number removed) or email CV to (url removed)



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