Probate Manager in St Albans

Location: St Albans, Hertfordshire, England

£55k - 70k per year + Benefits

Newstaff Recruitment Agency in St Albans is currently looking for a Probate Manager on behalf of a company based in St Albans.

Probate Manager in St Albans

Salary: £55,000 to £70,000 per annum + excellent benefits package

Working Hours: Monday to Friday, 37.5 hours per week, normal office hours with flexi-time.

Key Responsibilities:

  • Engage with Partners/Directors and clients via telephone, email, and face-to-face meetings to scope initial work and provide ongoing updates as matters progress.
  • Prepare emails and letters requesting information to value assets and liabilities as of the date of death.
  • Maintain regular communication with executors, providing updates on progress.
  • Prepare relevant Inheritance Tax forms, demonstrating a sound understanding of relevant allowances and reliefs.
  • Handle the application process to obtain a grant of probate.
  • Liaise with HMRC, HMCTS, and third parties as necessary.
  • Discuss responsibilities with executors regarding asset collection, liability settlement, and estate distribution.
  • Maintain and prepare estate accounts.
  • Prepare estate tax returns and beneficiary statements if applicable.
  • Utilise IT systems including Outlook, Excel, Word, and the CCH Practice Management System, along with various other applications and digital accounts.

Qualifications/Education Required:

  • CTA and/or STEP qualified, or a desire to work towards a STEP qualification.

If you are interested in this job in St Albans, don’t hesitate, and apply today. A member of the Newstaff Recruitment Agency team in St Albans will contact you shortly. Additionally, if you have any questions or concerns, you can contact Anne Marie on 01727 864 777 or email your CV to annmarie.harrington@newstaffemployment.co.uk. Furthermore, if you’re searching for similar jobs in St Albans, check out our website at www.newstaffemployment.co.uk. Also, don’t forget to give us a like on Facebook @newstaffemployment so that you can stay up-to-date with all the latest job postings. We add new jobs daily!

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  • Industry:
  • Job Type: Permanent
  • Hours: Full-Time
  • Salary Benefits: Benefits
  • Country: United Kingdom
  • County: Hertfordshire
  • Reference: AMH/PM - STA-100124