The Estate Manager

Job Description
Probate Trust and Estates Manager
Our client, a leading business services company in the South West, is looking to recruit an experienced Probate, Trust and Estates Manager to join their busy team based in the clients Exeter Office.
As the Probate, Trust and Estates Manager, you'll be responsible for managing the entire probate process, from initial consultation to resolving complex cases, alongside refining probate processes and system improvements.
The ideal candidate will demonstrate a wealth of experience in Probate Services, adeptly managing Probate matters, and exhibit a thorough comprehension of probate regulations and inheritance tax.
Work closely with Personal Representatives to meticulously gather information on the deceased's assets and liabilities.
Meticulously prepare all requisite IHT accounts, meticulously calculate payable IHT, and offer informed advice on payment methods.
Efficiently oversee asset collection and offer insightful guidance on equitable asset distributions to beneficiaries.
Prepare meticulously detailed estate accounts and tax returns.
Execute monthly billing and reporting tasks with precision and efficiency.
Possess a comprehensive understanding of probate regulations and inheritance tax.
Excel in dynamic environments, showcasing outstanding time management and organisational skills to consistently meet deadlines.
Proficiency in utilising IT tools, systems and software.
If you would like to know more about this Probate, Trust and Estates Manager opportunity, please get in touch with Kate King, here at Lloyd Barnes Commercial Recruitment.