Estate Management Specialist

21 hours ago


Exeter, Devon, United Kingdom Legal Southwest Full time

Are you an experienced professional seeking a challenging role in estate management? We are looking for a skilled Full Time Probate and Trust and Estates Manager to join our team at a reputable Accountancy firm based in Exeter.

The successful candidate will work closely with Personal Representatives to gather information regarding the assets and liabilities of deceased individuals. Key responsibilities include preparing IHT accounts, collecting assets, and undertaking monthly billing and reporting functions.

A competitive salary of around £40,000 per annum is on offer, along with a bonus structure and matched employer pension contributions up to 5%. Our comprehensive benefits package also includes minimum 22 days holiday + bank holidays (pro-rata), increasing with length of service, and paid training and development opportunities.

As an expert in probate regulations and inheritance tax, you will play a proactive role in developing probate processes. If you have a strong understanding of estate administration and a passion for delivering high-quality results, we would love to hear from you.



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