Job Description
Probate Executive – Private Client Department
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
• You will be Comfortable with liaising with clients and third parties but identifies and refers any technical queries to Partners within the Department
• Production of estate accounts
• Liaising with the personal representatives and beneficiaries in relation to estate distributions, including providing forms R185 where required.
Skills & Requirements
• The successful candidate should have: 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
