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Probate and Trusts and Estates Manager

Probate and Trusts and Estates Manager

Posted 29 May by Aspiria Recruit

One of the area's top Chartered Accountancy firms are looking to hire an experienced Private Client Lawyer into their Probate team, to work in the capacity of a Probate and Trusts and Estates Manager in either their Exeter or Exmouth offices. Working closely with their Head of Legal, this is a great opportunity to come away from a law firm setting and become a part of a different industry, where client leads naturally fall upon the department from other areas of the business. The ideal candidate will have experience of working with a caseload of non-contentious probate matters and be keen to grow and develop their client base.

Responsibilities include:

  • Working closely with the Partners, Directors and clients providing Probate expertise from initial consultation to the resolution of more complex cases
  • Working with the Personal Representatives to gather all the information regarding the assets and liabilities of the deceased
  • Preparation of all IHT accounts required
  • Calculating the IHT payable (if applicable) and advising on the payment methods that could be available
  • Applying for the Grant of Probate or Letters of Administration, depending on which is required;
  • Collecting in the assets
  • Advising on distributions to the beneficiaries
  • Preparation of estate accounts
  • Preparation of all tax returns
  • Undertaking monthly billing and reporting functions

Experience sought:

  • You will have a strong knowledge of probate regulations and inheritance tax and a positive and proactive approach to developing probate processes
  • You will enjoy a challenge and have excellent time management and organisation skills
  • You will be able to organise you own work to ensure that all deadlines are met
  • You will be IT proficient
  • Excellent communication skills and interpersonal skills as well as the ability to empathise are essential as there will be significant client contact including client visits where required

Hours and benefits:

  • Monday to Friday 08:45 - 17:15 (with flexibility to shift this by 45 minutes either side)
  • 22 days annual leave + birthday off + bank holidays
  • 1 extra day off to support a charity each year
  • Hybrid working (60% in office and 40% at home)
  • Enhanced Pension Scheme
  • Death in Service Policy
  • Private Healthcare
  • Annual Bonus

To apply, please submit your application or alternatively please contact James at Aspiria Recruit (contact details on the Aspiria Recruit website)

Reference: 52759376

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