Job title: Probate Manager

Salary: Up to 70k

Location: St Albans

My client is looking for a Probate Manager to join their team. The ideal candidate is one who has worked in a Practice environment and has previous experience working within a managerial role. You will be responsibility for a varied caseload of probate & estate administrations, to include taxable and non-taxable estates.

Duties:

Preparation of all emails and letters requesting information to value assets and liabilities Keeping the executors up to date Preparation of all relevant Inheritance Tax forms A good understanding of relevant Inheritance Tax allowance Dealing with the application to obtain a grant of probate Liaising with HMRC, HMCTS and third parties Client account & liaising with our in-house team Maintenance and preparation of estate accounts Preparation of estate tax returns and beneficiary statements R185 for the administration period and 60 Day UK Property CGT returns Outlook, Excel and Word, CCH Practice Management System. Various other applications and digital accounts. Attributes:

A good understanding of the whole process of probate & estate administration CTA and/or STEP qualified - or a desire to work toward a STEP qualification Good communication, organisational and team skills