Inheritance Tax and Estate Administration Manager

3 weeks ago


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

About Mercer & Hole

We are a dynamic firm of chartered accountants and tax advisers, seeking an experienced professional to join our team as a Director of Asset Management. This role offers an excellent opportunity to work with private client partners, supporting the Head of Legal Services in regulatory matters and managing risk.

The ideal candidate will have a minimum of 5 years of experience in probate and/or private client services, with a strong understanding of tax software and relevant technology tools. Proficiency in Microsoft Outlook, Word, and Excel is essential.

Key Responsibilities:

  • Organising Will and Asset searches, beneficiary identification, and bankruptcy checks through our Estate Search online portal
  • Arranging completion of self-assessment tax returns to date of death and any tax returns for the estate administration period with the tax and trust team
  • Contributing to business development initiatives, identifying opportunities for growth within the practice

Salary: £70,000 - £100,000 per annum, depending on experience



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