Probate Executive
Leamington Spa/Hybrid working
Excellent Benefits, f
lexible 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
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