Probate and Private Client Tax Specialist
2 months ago
Job Summary:
Fletcher George Financial Recruitment is seeking a highly skilled Probate and Private Client Tax Senior to join our team. As a key member of our professional services firm, you will be responsible for managing a portfolio of clients, providing them with a sensitive and complete service.
Key Responsibilities:
- You will be the primary point of contact for a portfolio of clients, building strong relationships based on trust and providing a high-quality service.
- Understand clients' individual needs and objectives, offering relevant probate and tax advice relevant to their circumstances.
- Assist clients in the administration of estates, including the preparation of probate and inheritance tax forms and liaison with relevant authorities.
- Identify effective ways to reduce IHT.
- Sensitively assist with Grant Of Probate.
- Liaise with bereaved families to value estates for Probate purposes.
- Deal with personal bequests and any relevant matters as dictated by a person's Will.
- Complete Accounts and Tax Calculations.
- Prepare complex tax returns for individuals, trusts, and estates.
- Work closely with other team members, including Partners.
Requirements:
- A professional qualification such as ATT, STEP, or CTA is highly desirable.
- Relevant experience in probate and private client tax within a professional services firm.
- Strong technical knowledge of UK tax and probate legislation, particularly in the areas of inheritance tax, trusts, and estate planning.
Salary and Benefits: A salary band of £48,000 – £52,000 has been set by Fletcher George as a guide based on full-time hours.
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