Probate Executive

3 weeks ago


Harpenden, United Kingdom Butler Rose Ltd Full time

Probate Executive - Top 40 firm
St Albans, Hertfordshire
£25,000 to £35,000

Butler Rose Public Practice and delighted to be partnering with our client, a well-known and established Top 40 accounting firm based in the heart of St Albans, that are keen to appoint a Probate Executive to complement the existing probate team.

Role Requirements
Assisting with the estate administration process, including preparing letters and forms to close accounts and sell shares.
Liaising with HMRC, HMCTS and third parties, as required.
Comfortable with liaising with clients and third parties but identifies and refers any technical queries to partners, directors, or managers.
Assisting with the preparation of trust and estate tax returns and beneficiary statements R185 for the administration period and 60 Day UK Property CGT returns.

Person Requirements
- At least 1 years' experience in a tax/probate related role working for a UK based accounting firm with a basic understanding of inheritance tax, computations, and the probate process.
Experience of preparing estate accounts desirable but not necessary.
Proficient in the use of tax relate software to ideally include CCH

This is a superb opportunity to join this mid-tier firm where scope to progress your career is visible and achievable

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.