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- Tasks: Support the senior team with estate and probate services, including tax calculations and client communication.
- Company: Join a leading regional law firm known for its fantastic culture and excellent benefits.
- Benefits: Enjoy flexible working options, excellent benefits, and a supportive team environment.
- Why this job: Develop your skills in a rewarding sector while making a real impact on clients' lives.
- Qualifications: 5+ years as a Probate Executive with strong knowledge of inheritance tax and probate processes.
- Other info: Hybrid working available, perfect for balancing work and study.
The predicted salary is between 36000 - 60000 £ per year.
Probate Executive
Leamington Spa/Hybrid working
Excellent Benefits, flexible working & Fantastic culture
My client a leading regional law firm are seeking a Probate Executive to support the senior team with Tax and accounts services for estates and beneficiaries. The role will suit an ambitious professional, eager to develop their skills in the estate and probate sector. You will work on a number of client probate services, including inheritance tax, estate management, accounts and beneficiary statements.
Key Duties:
- Drafting inheritance tax and probate application forms, and preparing inheritance tax calculations for manager and director review
- Drafting covering emails and letters explaining the forms and processes to clients and setting out the inheritance tax payments and arrangements
- Assisting with the estate administration process, including preparing letters and forms to close accounts and sell shares
- Liaising with HMRC, HMCTS and third parties as required
- Assisting with the preparation of trust and estate tax returns and beneficiary statements R185 for the administration period, and 60-day UK property CGT returns
- Liaising with clients and third parties, and identifying and referring queries to partners, directors or managers.
About you:
- Experience working as a Probate Executive for a law firm – Ideally 5 years+ experience
- Good understanding of inheritance tax, computations and the probate process, and experience of using MyHMCTS for online probate applications.
- Excellent client care and client support skills
- Excellent communication skills are essential alongside strong negotiation skills
- Ability to work to deadlines, to prioritise and manage a varied caseload
- Ability to work well as part of a team and on your own initiative
- High standard of verbal and numerical reasoning
- Ability to analyse, evaluate and communicate information logically
- Professional and effective communication with team members and contacts
Probate Executive in Warwick employer: Data Careers
Contact Detail:
Data Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Probate Executive in Warwick
✨Tip Number 1
Network with professionals in the estate and probate sector. Attend local legal events or join relevant online forums to connect with others who work in this field. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with MyHMCTS and other online probate application systems. Being proficient in these tools will not only boost your confidence but also demonstrate your readiness for the role during interviews.
✨Tip Number 3
Prepare to discuss specific cases or experiences where you've successfully managed inheritance tax calculations or estate administration. Real-life examples will showcase your expertise and problem-solving skills to potential employers.
✨Tip Number 4
Research the law firm’s culture and values. Understanding their approach to client care and teamwork will allow you to tailor your conversations and show how you align with their mission during the interview process.
We think you need these skills to ace Probate Executive in Warwick
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Probate Executive. Emphasise your understanding of inheritance tax, probate processes, and any specific software like MyHMCTS that you've used.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention your 5+ years of experience and how it aligns with the key duties listed in the job description.
Showcase Communication Skills: Since excellent communication is essential, provide examples in your application of how you've effectively liaised with clients and third parties in previous roles.
Highlight Teamwork and Initiative: Discuss instances where you've successfully worked as part of a team or taken the initiative on your own. This will demonstrate your ability to manage a varied caseload and meet deadlines.
How to prepare for a job interview at Data Careers
✨Showcase Your Experience
Make sure to highlight your relevant experience as a Probate Executive. Discuss specific cases you've worked on, particularly those involving inheritance tax and estate management, to demonstrate your expertise in the field.
✨Understand the Probate Process
Familiarise yourself with the probate process and the specific duties outlined in the job description. Be prepared to discuss how you have successfully navigated similar tasks in your previous roles, especially using MyHMCTS for online applications.
✨Demonstrate Client Care Skills
Since excellent client care is crucial for this role, think of examples where you've provided exceptional support to clients. Be ready to explain how you handle client queries and maintain effective communication throughout the probate process.
✨Prepare for Technical Questions
Expect questions related to inheritance tax calculations and estate administration. Brush up on your technical knowledge and be ready to explain complex concepts in a way that shows your understanding and ability to communicate effectively.
