Trust and Estate Professional

3 days ago


St Albans, Hertfordshire, United Kingdom Mercer & Hole Full time
About the Role

We are looking for a highly skilled Trust and Estate Professional to join our probate services team. As a key member of the team, you will be responsible for managing the estate administration process from start to finish.

This includes working with private client partners, supporting the Head of Legal Services with regulatory matters, and monitoring key deadlines. You will also assist in preparing and lodging applications for probate or letters of administration and organizing Will and Asset searches.

A strong understanding of tax software and relevant technology tools is essential for this role. The ideal candidate will have a Chartered Tax Adviser qualification with STEP and minimum 5 years' experience in probate and/or private client services.



  • St Albans, Hertfordshire, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    Job Title: Trust and Estate ManagerEstimated Salary:£80,000 - £105,000 per annumWe are seeking an experienced Trust and Estate Manager to join our team at Pro-Tax Recruitment Limited. In this role, you will be responsible for managing trust and probate matters, providing strategic advice on wills, estate planning, and inheritance tax.About the Role:Client...


  • St Albans, Hertfordshire, United Kingdom William James Recruitment Full time

    About this OpportunityAn Established Law Firm Seeks Experienced Trusts and Estates SpecialistThe law firm is looking for a skilled Contentious Trusts and Probate Lawyer to join their award-winning team, which provides expert advice to clients across Hertfordshire, London, and the UK.The successful candidate will be part of a close-knit team comprising four...


  • St Albans, Hertfordshire, United Kingdom Clark Wood Full time

    Clark Wood, a leading regional firm of chartered accountants, is currently recruiting for an experienced and driven Trust Manager to join their St Albans office.This is an exciting opportunity for a professional with a strong understanding of trusts, who can take ownership of a varied portfolio of UK resident and charitable trusts.The ideal candidate will...


  • St Albans, Hertfordshire, United Kingdom Cedar Recruitment Full time

    Career OpportunityCedar Recruitment is a leading recruitment agency specializing in finance and accounting roles. We are currently seeking a Trusts and Estate Planning Director to join our team.About the Role:This senior role will focus on trust taxation, non-contentious probate, and inheritance tax planning.The ideal candidate will have extensive experience...


  • St Albans, Hertfordshire, United Kingdom Cedar Full time

    About the RoleAs a seasoned professional, you will lead our team in providing strategic estate planning advice to clients. Your expertise in trust taxation, non-contentious probate, and inheritance tax planning will be invaluable in helping us deliver exceptional service to our clients.We are seeking a highly skilled Director to manage client relationships,...

  • UK Trust Administrator

    24 hours ago


    St Albans, Hertfordshire, United Kingdom Clark Wood Full time

    Clark Wood is currently recruiting on behalf of a leading regional firm of chartered accountants who are looking to add an experienced Trust Manager to their team in St Albans.The ideal candidate will be responsible for managing a varied portfolio of UK resident and charitable trusts, ensuring key deadlines are met for annual accounts and tax compliance.They...

  • Senior Trust Manager

    3 weeks ago


    St Albans, Hertfordshire, United Kingdom Mercer & Hole Full time

    Job DescriptionWe are looking for a Senior Trust Manager to lead our trust, probate and tax services team at Mercer & Hole. The ideal candidate will have extensive experience in managing trust and probate services, ensuring compliance with regulatory requirements and providing expert advice to clients.Key ResponsibilitiesManage the delivery of trust, probate...


  • St Albans, Hertfordshire, United Kingdom Pro-Tax Full time

    At Pro-Tax, we are seeking a seasoned professional to lead our trust and estate management services. This dynamic role involves overseeing trust matters, providing strategic advice on wills, estate planning, and inheritance tax, and working closely with clients to deliver tailored guidance in line with current regulations.This opportunity is ideal for an...


  • St Albans, Hertfordshire, United Kingdom Mercer & Hole Chartered Accountants Full time

    About the RoleWe are looking for an experienced Probate and Estate Planning Manager to join our team. As a key member of our team, you will play a pivotal role in managing our trust, probate and tax related services. You will be responsible for ensuring compliance with regulations while providing strategic advice to clients on their Wills, estate planning...


  • St Albans, Hertfordshire, United Kingdom Cedar Recruitment Full time

    Cedar Recruitment is seeking an experienced Trust Taxation Manager to manage client relationships, oversee compliance, and provide strategic estate planning advice.This role focuses on trust taxation, non-contentious probate, and inheritance tax planning. Key responsibilities include advising clients on trusts, estate planning, and inheritance tax, as well...


  • St Albans, Hertfordshire, United Kingdom Pro-Tax Full time

    Trust and Estate Planning Director OpportunityWe are looking for an experienced leader to join our team as a Tax and Estate Planning Director. The successful candidate will have at least 5 years' experience in probate or private client services and will be responsible for driving our trust, estate planning, and probate services.In this role, you will oversee...

  • Trust Director

    2 weeks ago


    St Albans, Hertfordshire, United Kingdom Cedar Recruitment Full time

    Are you a seasoned professional looking for a new challenge? Cedar Recruitment is recruiting a Tax and Estate Planning Specialist to join our growing independent accountancy firm.About the FirmOur firm prioritizes teamwork and client care, with a diverse client base and an international presence. We are committed to delivering trusted advice in private...


  • St Albans, Hertfordshire, United Kingdom Cedar Full time

    **Job Title:** Senior Trust Tax SpecialistWe are seeking a highly skilled Senior Trust Tax Specialist to join our team at Cedar. The ideal candidate will have a strong background in trust taxation, non-contentious probate, and inheritance tax planning.**Responsibilities:**Advise clients on trusts, estate planning, and inheritance tax.Oversee probate...


  • St Albans, Hertfordshire, United Kingdom Ashtons Estate Agents Full time

    Estate Agency Career OpportunityWe are seeking a Property Showcasing Professional to join our team at Ashtons Estate Agents. In this role, you will work closely with clients to showcase properties and provide exceptional customer service. This is a great opportunity for someone with strong communication skills and the ability to work independently in a...

  • Lead Trusts Expert

    2 weeks ago


    St Albans, Hertfordshire, United Kingdom Venn Group Full time

    About the RoleWe are looking for a Lead Trusts Expert to join our team. As a senior member of our trust department, you will be responsible for leading a team of lawyers and providing expert advice to clients on trust-related matters.The Job Description:As a Lead Trusts Expert, your key responsibilities will include:Managing a caseload of complex trust...


  • St Albans, Hertfordshire, United Kingdom Victus Search Full time

    About Our Opportunity:We are currently recruiting for a highly skilled Tax Director to join our team at Victor Search. As a leader in the field of probate and trust management, this role offers the perfect blend of challenge and reward for an experienced professional.Job Overview:This senior-level position involves leading a team of professionals in...


  • St Albans, Hertfordshire, United Kingdom Sarfraz Group Ltd Full time

    Job RoleThe Sarfraz Group Ltd is seeking an experienced Estate Administration Specialist to join our Private Client group. As Probate and Trust Manager, you will be responsible for managing a varied caseload of probate and estate administrations, including taxable and non-taxable estates.Key ResponsibilitiesEngage with partners, directors, and clients to...

  • Trust & Tax Director

    2 months ago


    St Albans, UK, Hertfordshire, United Kingdom Victus Search Full time

    Our client, a leading UK accountancy firm, is seeking a Tax & Trust Director with a specialism in probate and inheritance tax (IHT). This senior-level role focuses on delivering expert advice on complex probate and IHT matters while managing a diverse client portfolio, including high-net-worth individuals and trust beneficiaries. The ideal candidate will...


  • St Albans, Hertfordshire, United Kingdom Clark Wood Full time

    Job SummaryWe are seeking a Trust Planning Specialist to join our team at Clark Wood. The successful candidate will have significant experience in private client taxation, including trust planning, IHT reviews, and estate administration.This is an exciting opportunity to work with a leading tax advisory firm and contribute to the success of our clients. The...

  • Tax Director

    3 weeks ago


    St Albans, Hertfordshire, United Kingdom Victus Search Full time

    Job Description:We are seeking a seasoned Tax Director to lead our Probate and Trust team. This is an exceptional opportunity for an experienced professional to join our esteemed firm, Victor Search.Role Summary:The successful candidate will be responsible for managing a diverse client portfolio, providing expert advice on complex probate and IHT matters....