Estate Administration Lead

2 days ago


St Albans, Hertfordshire, United Kingdom LHH Recruitment Full time
Probate Services Director

About Our Company:
LHH Recruitment is a leading recruitment agency specializing in tax and finance roles. We are seeking an experienced Probate Services Director to join our team.

Role Overview:
The successful candidate will be responsible for leading our Probate Services team, providing non-contentious probate services to clients, and working closely with the Tax Department to ensure seamless delivery of services. Key responsibilities include meeting with prospective clients, onboardings, and managing notifications to third parties.

Main Responsibilities:
  • Meet with prospective clients to outline probate steps, initial requirements, and pricing.
  • Onboard clients, issue engagement letters, handle KYC, and act as main contact throughout probate.
  • Open files, follow procedures, and manage notifications to third parties.
  • Coordinate estate valuations and liaise with partners for shareholder valuations or cross-border documentation.
  • Prepare IHT400 forms, submit to HMRC, and calculate inheritance tax due, advising on payment options.

About You:
We are looking for an experienced professional with a strong background in estate administration and probate services. Excellent communication and organizational skills are essential, as well as the ability to work independently and as part of a team.

Salary: £70,000 - £85,000 per annum, depending on experience.

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