Probate and Estates Lead
24 hours ago
Job Overview
We are seeking a highly skilled Trusts, Estates, and Probate Manager to join our team in Exeter. As a key member of our team, you will be responsible for managing and delivering probate services on complex projects.
Key Responsibilities:
- Manage and deliver probate services from start to completion.
- Liaise and build relationships with clients.
- Prepare IHT accounts, advise, and calculate IHT, prepare estate accounts, prepare tax returns, and manage billings and reporting functions.
Requirements
We are looking for a professional with experience in delivering probate services within a professional service environment. A tax qualification such as ATT or CTA and/or being STEP qualified is highly desirable. An estimated annual salary is around £70,000 - £90,000 depending on your experience.
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