Location: St Albans, Hertfordshire, England

£55k - 70k per year + Benefits

Newstaff Recruitment Agency is currently recruiting for a Probate Manager on behalf of our client based in St Albans.

Probate Manager in St Albans

Location: St Albans, Hertfordshire

Working Hours: Monday to Friday, 37.5 hours per week (flexi-time available)

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

Role Purpose: To manage and oversee the entire process of probate and estate administration, ensuring compliance and accuracy throughout.

Key Responsibilities:

  • Engage with Partners, Directors, and clients via telephone, email, and face-to-face meetings to scope out work and progress cases.
  • Prepare all necessary emails and letters requesting information to value assets and liabilities as of the date of death.
  • Keep executors informed of progress with regular updates.
  • Prepare all relevant Inheritance Tax forms, understanding relevant allowances such as the nil rate band and the transferable nil rate band. Experience with business relief and agricultural relief is desirable but not essential.
  • Handle applications for grants of probate.
  • Liaise with HMRC, HMCTS, and third parties as required.
  • Discuss with executors who will be responsible for collecting assets, paying liabilities, and distributing the estate, potentially instructing the opening of a designated client account and liaising with the in-house team.
  • Maintain and prepare estate accounts.
  • If applicable, prepare estate tax returns and beneficiary statements R185 for the administration period and 60 Day UK Property CGT returns.

IT Systems Used:

  • Outlook, Excel, and Word
  • CCH Practice Management System
  • Various other applications and digital accounts

Qualifications/Education Required:

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

Benefits:

  • Competitive salary between £55,000 and £70,000 per annum
  • Excellent benefits package
  • Opportunity to work in a supportive and professional environment
  • Flexi-time available to accommodate work-life balance

If you are interested in this finance job in St Albans, don’t hesitate, 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 annemarie.harrington@newstaffemployment.co.uk. Furthermore, if you’re searching for similar finance 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