Estates and Probate Manager

A well-respected Private Client team are currently looking for an Estates and Probate Manager to join them. The post offers an excellent opportunity for personal involvement in this important area of the firm. The role will include fee earning work appropriate to the post holder’s level of knowledge and experience plus administration. The post holder will be a member of a team of four probate managers; team members have joint responsibility for assisting and supporting the other members of the team with work on the team files and sharing knowledge and experience. You will:

• Maintaining estate accounts
• Obtaining and processing asset and liability valuation data
• Preparing documentation for PR meetings
• Preparing PR Oaths, procuring settlement by Probate Registry
• Asset collection, payment of liabilities, payment of legacies
• Ensuring provision of regular reports to client relationship partner
• Administration of inheritance tax returns
• Identifying and managing income and capital gains tax liabilities

You will require previous legal experience within a Probate capacity in order to apply for the post.