Probate and Estate Manager
4 weeks ago
Newstaff 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:
- Keeping the executors informed 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 butnot essential)
- 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
IT Skills:
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.
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 pw - Flexi time office hours
**Salary**:£55,000 pa to £70,000 pa + excellent benefits
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