Trusts and Probate Professional

7 days ago


Exeter, Devon, United Kingdom Michael Page (UK) Full time

About Our Client

Micheal Page (UK) is a leading Devon based firm of chartered accountants, known for its excellent reputation and standing as one of the region's leading providers of accounting, tax and advisory services.

Salary: £55,000 - £70,000 per annum

Job Summary:

We are seeking a Trusts and Probate Manager to join our Exeter office team. The ideal candidate will have experience of delivering probate services within a professional service environment and be able to take the lead on managing and delivering probate services from start to completion.

Key Responsibilities:

  • Prepare IHT accounts, advise and calculate IHT, prepare estate accounts, prepare tax returns and manage billings and reporting functions.
  • Liaise and build relationships with clients to provide a quality service with empathy.

Requirements:

To be successful in this role, you will have a tax qualification across ATT or CTA and/or STEP qualification, as well as experience of delivering probate services within a professional service environment.



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