Trusts and Probate Professional
7 days ago
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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