Probate Manager St Albans

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Location: St Albans, Hertfordshire, England

£60k - 70k per year + Excellent Benefits Package

Probate Manager St Albans

Newstaff Recruitment Agency is recruiting for a Probate Manager in St Albans.

Salary: £60,000 - £70,000 per annum, dependent on experience + excellent benefits

Key Responsibilities:

• Engage with Partners/Directors and clients through various channels (telephone, email, face-to-face) to scope work and maintain progress updates.
• Prepare correspondence to gather information for valuing assets and liabilities as of the date of death.
• Keep executors informed of case progress with regular updates.
• Prepare Inheritance Tax forms with a solid understanding of Inheritance Tax allowances, including nil rate and transferable nil rate bands.
• Manage probate applications and liaise with HMRC, HMCTS, and other third parties as necessary.
• Discuss responsibilities with executors, including asset collection, liability payments, and estate distribution, potentially instructing the opening of a designated client account.
• Maintain estate accounts and prepare estate tax returns, beneficiary statements (R185), and 60-Day UK Property CGT returns as applicable.

Experience Required:

• Comprehensive understanding of probate and estate administration.
• Working knowledge of will validity and interpretation.
• Ability to handle high-value estates with complex trust structures, such as discretionary wills and life interest trust wills.
• Initiative-driven with confidence in managing estate administration completion.
• Experience with more complex estate accounts preparation is desirable but not essential.

IT Skills:

• Proficiency in Outlook, Excel, Word, and CCH Practice Management System.
• Familiarity with various digital accounts and applications.

Qualifications:

• Ideally CTA and/or STEP qualified, or a willingness to pursue STEP qualification.
• Alternatively, qualified by experience.

Skills and Attributes:

• Excellent communication, organisational, and team-working skills.
• Flexible, dependable, and proactive, with a strong initiative.
• Motivated, resilient, and able to build confidence, respect, and trust with clients and colleagues.

Working Hours:

• Monday to Friday, 37.5 hours per week (standard office hours).

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 annemarie.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 like us 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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Reference: AMH/PM-ST-110324