One of the area's top Chartered Accountancy firms are looking to hire an experienced Private Client Lawyer into their Probate team, to work in the capacity of a Probate and Trusts and Estates Manager in either their Exeter or Exmouth offices. Working closely with their Head of Legal, this is a great opportunity to come away from a law firm setting and become a part of a different industry, where client leads naturally fall upon the department from other areas of the business. The ideal candidate will have experience of working with a caseload of non-contentious probate matters and be keen to grow and develop their client base.
Responsibilities include:
* Working closely with the Partners, Directors and clients providing Probate expertise from initial consultation to the resolution of more complex cases
* Working with the Personal Representatives to gather all the information regarding the assets and liabilities of the deceased
* Preparation of all IHT accounts required
* Calculating the IHT payable (if applicable) and advising on the payment methods that could be available
* Applying for the Grant of Probate or Letters of Administration, depending on which is required;
* Collecting in the assets
* Advising on distributions to the beneficiaries
* Preparation of estate accounts
* Preparation of all tax returns
* Undertaking monthly billing and reporting functions
Experience sought:
* You will have a strong knowledge of probate regulations and inheritance tax and a positive and proactive approach to developing probate processes
* You will enjoy a challenge and have excellent time management and organisation skills
* You will be able to organise you own work to ensure that all deadlines are met
* You will be IT proficient
* Excellent communication skills and interpersonal skills as well as the ability to empathise are essential as there will be significant client contact including client visits where required
Hours and benefits:
* Monday to Friday 08:45 - 17:15 (with flexibility to shift this by 45 minutes either side)
* 22 days annual leave + birthday off + bank holidays
* 1 extra day off to support a charity each year
* Hybrid working (60% in office and 40% at home)
* Enhanced Pension Scheme
* Death in Service Policy
* Private Healthcare
* Annual Bonus
To apply, please submit your application or alternatively please contact James at Aspiria Recruit (contact details on the Aspiria Recruit website)
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