Probate and Trust Specialist

2 days ago


Exeter, Devon, United Kingdom Legal Southwest Full time

Are you a seasoned professional with expertise in probate regulations and inheritance tax? We have an exciting opportunity for a Full Time Probate and Trust Estates Manager to join our client's busy Inheritance Tax team.

The ideal candidate will work closely with Personal Representatives to gather information regarding the assets and liabilities of deceased individuals. Key responsibilities include preparation of IHT accounts, collection of assets, estate account preparation, tax return preparation, and undertaking monthly billing and reporting functions.

A competitive salary of £45,000 - £55,000 per annum, a bonus structure, matched employer pension contributions up to 5%, and minimum 22 days holiday + bank holidays (pro-rata), increasing with length of service, are just some of the benefits on offer. Our comprehensive training and development program ensures that you stay up-to-date with industry developments and best practices.

We take confidentiality very seriously and never disclose candidate information without prior consent. If you're looking for a challenging and rewarding role with a reputable Accountancy firm based in Exeter, please submit your application.



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