At a Glance
- Tasks: Manage probate and estate tax processes while preparing essential documentation.
- Company: Reputable firm focused on probate and estate administration.
- Benefits: Generous holiday, flexible working, paid study leave, and professional development opportunities.
- Other info: Dynamic role with excellent career progression and well-being support.
- Why this job: Grow your expertise in a supportive environment with real impact on clients' lives.
- Qualifications: Experience in probate, estate administration, and understanding of IHT400 forms.
The predicted salary is between 40000 - 50000 £ per year.
You have embarked on a career in probate, estate administration and trust taxation and are looking to build on the expertise that you already have. You could also have experience with private client taxation and be keen to move into this area.
Experience needed:
- An understanding of how probate works
- An ability to reach the submission stage from information and knows how to do an IHT400
What the role can develop into:
- Prepare draft IHT400 forms to support grant of probate applications
- Compile probate papers for submission
- Capture estate data using specialist software
- Draft estate accounts
- Prepare self assessment tax returns including capital gains computations and property income schedules
- Prepare and submit 60 day CGT Returns and IHT forms for trusts
- Handle estate tax returns
- Liaise with HMRC when required
Benefits are exceptional and include:
- 25 days' annual holiday plus Bank Holidays (if studying this will be reduced to 20 days per annum with one additional day for every completed holiday year)
- Flexible/hybrid working is encouraged and regularly reviewed
- Continued professional development such as training courses, webinars, management development
- Paid study leave
- Paid professional subscriptions
- Well being programme including counselling, mental health support and legal advice
Probate and Estate Tax Senior employer: Cavill Robinson Financial Recruitment
As a leading firm in probate and estate tax, we pride ourselves on fostering a supportive and dynamic work environment that prioritises employee growth and well-being. Our exceptional benefits, including flexible working arrangements, generous holiday allowances, and comprehensive professional development opportunities, ensure that our team members can thrive both personally and professionally. Located in a vibrant area, we offer a unique chance to engage with a diverse client base while making a meaningful impact in the field of estate administration and taxation.
Contact Details:
Cavill Robinson Financial Recruitment Recruitment Team
