Probate and Estate Manager

4 weeks ago


St Albans, United Kingdom Sarfraz Group Ltd Full time
The Sarfraz Group Ltd is seeking a highly skilled Probate and Estate Manager to join our Private Client team. As a key member of our team, you will be responsible for managing a diverse caseload of probate and estate administrations, including both taxable and non-taxable estates. With excellent knowledge of inheritance tax and estate administration laws, you will ensure timely and efficient completion of estates. Your expertise will also involve engaging with partners, directors, and clients to scope work involved and provide regular updates on progress. Additionally, you will be responsible for preparing relevant inheritance tax forms, maintaining estate accounts, and discussing distribution plans with executors. To succeed in this role, you must possess a strong understanding of will validity and interpretation, as well as experience handling complex trusts. If you're a motivated individual with a passion for estate administration, we encourage you to apply for this exciting opportunity. The salary for this role is estimated to be around £50,000 - £65,000 per annum, depending on your level of experience and qualifications.

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