Estate Manager

1 month ago


Exeter, Devon, United Kingdom Legal Southwest Full time

We are seeking an experienced Estate Manager to join our busy Inheritance Tax team at Legal Southwest. The successful candidate will work closely with Personal Representatives to gather information regarding the assets and liabilities of the deceased.

Key responsibilities include:

  • Preparation of all IHT accounts required
  • Collecting in the assets
  • Preparation of estate accounts
  • Preparation of all tax returns
  • Undertaking monthly billing and reporting functions

The ideal candidate will have a strong knowledge of probate regulations and inheritance tax, with a proactive approach to developing probate processes.

We offer a competitive salary, bonus structure, and matched employer pension contributions up to 5%. Minimum 22 days holiday + bank holidays (pro-rata), increasing with length of service.

Paid training and development opportunities are also available.



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