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- Tasks: Manage a diverse caseload of probate and estate administrations with regular client updates.
- Company: Join a dynamic team focused on providing exceptional probate services.
- Benefits: Enjoy a competitive salary, flexible hours, and an excellent benefits package.
- Why this job: Make a real impact while developing your skills in a supportive environment.
- Qualifications: CTA or STEP qualified preferred; passion for learning is essential.
- Other info: Work Monday to Friday, 37.5 hours per week, with opportunities for professional growth.
The predicted salary is between 44000 - 84000 £ per year.
Role purpose: To take responsibility for a varied caseload of probate & estate administrations, to include taxable and non-taxable estates., * Ability to engage with Partners/Directors and clients by telephone, email and face-to-face meetings for initial scoping of work involved and continued progression as matter evolves
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Preparation of all emails and letters requesting information to value assets and liabilities as at date of death, as required
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Keeping the executors abreast of progress, with regular updates
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Preparation of all relevant Inheritance Tax forms – a good understanding of relevant Inheritance Tax allowances to include the nil rate band and the transferable nil rate band. Experience in business relief and agricultural relief are also desirable but not essential
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Dealing with the application to obtain a grant of probate
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Liaising with HMRC, HMCTS and third parties, as required
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Discussing with the executors who will be responsible for collecting in assets, paying liabilities and distributing the estate – potential instructions for opening a designated client account & liaising with our in-house team
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Maintenance and preparation of estate accounts
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If applicable, preparation of 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.
The successful applicant will have a good understanding of the whole process of probate & estate administration, * CTA and/or STEP qualified – or a desire to work toward a STEP qualification
Monday to Friday 37.5 hours per week normal office hours, flexi-time
Salary: £55,000 pa to £70,000 pa + excellent benefits package
Interested? Please call Anne Marie on 01727 864777 asap or email CV to annemarie.harrington@newstaffemployment.co.uk
Probate Manager employer: Newstaff Employment Services Ltd
Contact Detail:
Newstaff Employment Services Ltd Recruiting Team
+441727864777
annemarie.harrington@newstaffemployment.co.uk
StudySmarter Expert Advice 🤫
We think this is how you could land Probate Manager
✨Tip Number 1
Familiarize yourself with the probate process and estate administration. Understanding the nuances of taxable and non-taxable estates will give you an edge in discussions with potential employers.
✨Tip Number 2
Network with professionals in the field, especially those who are CTA or STEP qualified. Engaging with them can provide insights into the role and may lead to referrals or recommendations.
✨Tip Number 3
Brush up on your IT skills, particularly with Outlook, Excel, and Word, as well as any specific practice management systems like CCH. Being proficient in these tools will demonstrate your readiness for the role.
✨Tip Number 4
Prepare to discuss your understanding of Inheritance Tax allowances and reliefs during interviews. Showing that you have a solid grasp of these concepts will highlight your suitability for the position.
We think you need these skills to ace Probate Manager
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Probate Manager position. Understand the responsibilities and required qualifications, such as knowledge of probate processes and relevant tax forms.
Tailor Your CV: Customize your CV to highlight your experience in probate and estate administration. Include specific examples of your work with Inheritance Tax forms and any relevant qualifications like CTA or STEP.
Craft a Strong Cover Letter: Write a cover letter that addresses your understanding of the probate process and your ability to engage with clients and partners. Mention your communication skills and any experience with HMRC or estate accounts.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Ensure that your documents are clear, professional, and free of typos to make a great first impression.
How to prepare for a job interview at Newstaff Employment Services Ltd
✨Understand the Probate Process
Make sure you have a solid grasp of the entire probate and estate administration process. Be prepared to discuss your experience with taxable and non-taxable estates, as well as any relevant tax allowances.
✨Engage Effectively
Demonstrate your ability to communicate clearly with partners, directors, and clients. Practice how you would handle initial scoping discussions and provide updates throughout the case progression.
✨Familiarize Yourself with Relevant IT Systems
Since the role involves using various IT systems like Outlook, Excel, and CCH Practice Management System, be ready to talk about your proficiency with these tools and how you've used them in past roles.
✨Show Your Commitment to Professional Development
If you're not already CTA or STEP qualified, express your desire to work towards a STEP qualification. This shows your commitment to the field and your willingness to grow professionally.
