Hiring Now: Probate Executive - Private Client Department Near You – Apply Today!

Your Next Probate Executive - Private Client Department Job Starts Here – Apply Now!

Probate Executive - Private Client Department

Job Posted: 4 days ago

Salary: £ 45,000 - 55,000 / Annum
Job Type: Permanent
Location: Chelmsford, Essex

Expire in: 24 days

Job Description

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 identifies and refers 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

Apply Now

Contact Julie Sheridan at JS Legal Recruitment Ltd, quoting reference JSL2394 OR email now your cv or call for a confidential discussion . For more information on other vacancies JS Legal recruitment Ltd are handling please visit our website.

All successful applications will be responded to within 7 working days. If you have not been contacted within this timescale your application has been unsuccessful on this occasion

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Probate Executive - Private Client Department job near me in Chelmsford, Essex! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!