Tax Director

1 day ago


St Albans, Hertfordshire, United Kingdom LHH Recruitment Full time

About the Role

We are seeking a highly skilled Probate Specialist - Tax Advisory Role to join our team at LHH Recruitment. In this challenging position, you will be responsible for providing non-contentious probate services via our trust corporation.

You will work closely with our Private Client Partners to expand our services through cross-referrals. Your role will also involve supporting the Head of Legal Services with regulatory matters under ICAEW accreditation.

The key responsibilities of this role include:

  1. Meet with prospective clients to outline probate steps, initial requirements, and pricing.
  2. Onboard clients, issue engagement letters, handle KYC, and act as the main contact throughout probate.
  3. Open files, follow procedures, and manage notifications to third parties.
  4. Coordinate estate valuations and liaise with partners for shareholder valuations or cross-border documentation.
  5. Prepare IHT400 forms, submit to HMRC, and calculate inheritance tax due, advising on payment options.
  6. Draft affidavits, submit applications, and correspond with HMRC as needed.
  7. Manage asset collection, prepare estate accounts, conduct beneficiary checks, and post Trustee Act Notices.
  8. Arrange tax returns up to the date of death and for the estate administration period.
  9. Support regulatory visits, instruct solicitors for legal deeds, and complete HMRC filings.
  10. Administer estate funds, review costs, issue fee notes, and support team development.
  11. Attend CPD courses, contribute to business development, and monitor budget and WIP.

This is an exceptional opportunity for a motivated individual to take their career to the next level. If you have the required skills and experience, we encourage you to apply.



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