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 identify and refer 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 J-18808-Ljbffr
Probate Executive - Private Client Department • Chelmsford, England
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