Trusts, Estates and Probate Manager

A chartered accountancy practice based in Exeter has a requirement for a Trusts, Estates and Probate Manager to join this team as a key addition taking on the management and delivery of probate services to clients along with inheritance tax advice, estate accounts and wider tax compliance. You will carve a role here as key support to partners with scope to lead and develop this service line for the firm.

Client Details

The firm is a leading Devon based firm of chartered accountants, with an excellent reputation and standing as one of the regions leading provider of accounting, tax and advisory services to wide ranging and varied clients. Competitive salary, benefits, hybrid working, flexible hours on offer.

Description

Based in the Exeter offices you will join as a Trusts, Estates and Probate Manager where you will be take the lead on the management and delivery of probate services from to start to completion on wide ranging projects of varying complexity. You will liaise and build relationships with clients and provide a quality service with empathy. You will prepare IHT accounts, advise and calculate IHT, prepare estate accounts, prepare tax returns and manage billings and reporting functions. You will work closely with Partners as key, lead support on this service line with scope to develop this service line for the firm as you progress within your career.

Profile

For this Trusts, Estates and Probate Manager role you will have experience of delivering probate services withing a professional service environment and career background developed ideally within accountancy practice as part of a wider personal tax career background, or other legal firm services background. You may hold either a tax qualification across ATT or CTA and/or, be STEP qualified. You will be looking for an opportunity offering the chance to develop and lead this service line and function, within a growing and highly successful firm of chartered accountants.

Job Offer

£50,000 - circa £55,000 + dependent on background and experience, all to be explored. Please apply online and for a further confidential discussion to find out more please contact Mark Bailey on .