At a Glance
- Tasks: Join a dynamic team to manage probate applications and provide excellent client care.
- Company: Reputable solicitors in Chelmsford with a traditional yet modern approach.
- Benefits: Competitive salary, 25 days leave, health cash plan, and hybrid working options.
- Other info: Enjoy free parking, life assurance, and a positive team culture.
- Why this job: Make a real difference in clients' lives while developing your skills in a supportive environment.
- Qualifications: Basic understanding of tax and probate processes; experience with MyHMCTS is a plus.
The predicted salary is between 30000 - 40000 £ per year.
I’m excited to be working with a firm of solicitors based in Chelmsford, who pride themselves on providing a complete service to both business and private clients with a traditional approach. My client has an exciting opportunity for an experienced Probate Executive to join a dynamic and growing tax team. The role has arisen due to the expansion of the team to accommodate a growing workload. The successful candidate will have the opportunity to work within a team with a reputation for providing excellent client care and high-quality advice. The role is a hybrid one with the ability to work from home as well as in our modern, first-class office.
Responsibilities
- Drafting inheritance tax and probate application forms, to include preparing inheritance tax calculations
- Meeting with personal representatives to explain the process of dealing with an estate
- Drafting emails and letters to clients and third parties
- Assembling documents and papers for making probate applications, both online and paper based where applicable
- Assisting with the estate administration process, including collecting assets, agreeing the estate’s tax position, and paying liabilities
- Liaising with HMRC, HMCTS and third parties, as required
- Production of estate accounts
- Liaising with the personal representatives and beneficiaries in relation to estate distributions, including providing forms R185 where required.
Skills Requirements
- A basic understanding of inheritance tax, income tax and capital gains tax and the probate process
- Prior experience of using MyHMCTS for online probate applications is desirable, but training can be provided
- Experience of preparing estate accounts desirable
- Ability to work within a team with minimal supervision but with the knowledge that support is available from all levels in the team where needed
- Conscientious and careful with a keen eye for detail
- Organised, keeps track of deadlines and follows up on correspondence, when required
- Experience of using MS Office, especially Excel and Word
- Motivated and with a positive outlook and willingness to learn and develop.
Salary and Benefits:
- Competitive salary
- Free parking
- 25 days annual leave in addition to bank holidays
- Life Assurance (4 x annual salary)
- Income Protection
- Health Cash Plan which includes discounted gym membership and many other offers
- Employee Assistance Programme
- Hybrid working after probation period of 6 months
- Monthly staff lottery
Apply Now Contact Julie Sheridan at JS Legal Recruitment Ltd, quoting reference JSL2394 OR email now your cv or call for a confidential discussion.
For more information on other vacancies JS Legal recruitment Ltd are handling please visit our website. All successful applications will be responded to within 7 working days. If you have not been contacted within this timescale your application has been unsuccessful on this occasion.
Probate Executive - Private Client Department in Essex employer: JS Legal Recruitment Ltd
Join a reputable firm of solicitors in Chelmsford that values traditional client service while embracing modern work practices. As a Probate Executive, you'll benefit from a supportive team environment, competitive salary, and a range of perks including hybrid working options, generous annual leave, and health benefits. This is an excellent opportunity for professional growth within a dynamic and expanding tax team, where your contributions will be recognised and valued.
StudySmarter Expert Advice🤫
We think this is how you could land Probate Executive - Private Client Department in Essex
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal field, especially those who might know about opportunities in probate. A friendly chat can sometimes lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of inheritance tax and the probate process. We want you to feel confident discussing these topics, as they’re key to the role. Practice common interview questions with a friend or in front of the mirror!
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed deadlines and kept track of important documents in past roles. This will demonstrate your ability to handle the responsibilities of a Probate Executive.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Probate Executive - Private Client Department in Essex
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your understanding of inheritance tax and the probate process, as well as any relevant experience with MyHMCTS.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for the Probate Executive role. Share specific examples of your past work that demonstrate your attention to detail and client care.
Showcase Your Team Spirit:Since we value teamwork, mention any experiences where you've successfully collaborated with others. Let us know how you can contribute to our dynamic tax team while also being able to work independently.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get you on board quickly!
How to prepare for a job interview at JS Legal Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of inheritance tax, income tax, and the probate process. Familiarise yourself with the specific responsibilities listed in the job description, like drafting application forms and liaising with HMRC. This will show that you're not just interested in the role but also prepared for it.
✨Practice Makes Perfect
Consider doing mock interviews with a friend or family member. Focus on common questions related to probate and estate administration. Practising your responses will help you articulate your experience and skills more confidently during the actual interview.
✨Showcase Your Team Spirit
Since the role requires working within a team, be ready to discuss your previous experiences collaborating with others. Share examples of how you've supported colleagues or contributed to team success, highlighting your ability to work independently while knowing when to seek help.
✨Ask Smart Questions
Prepare thoughtful questions to ask at the end of your interview. Inquire about the firm's approach to client care or how the team handles complex probate cases. This demonstrates your genuine interest in the role and helps you assess if the firm is the right fit for you.
