Probate Executive - Chelmsford, United Kingdom - Gepp & Sons Solicitors LLP

Gepp & Sons Solicitors LLP

Verified Company

Chelmsford, United Kingdom

1 week ago

Posted by:

Tom O´Connor

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Description

Job Purpose:

We have an opportunity for a Probate Executive to join Gepp Solicitors' Private Client Department as part of the dynamic and growing tax team.

We will consider both part time and full time for this role.

As a leading law firm in Essex, Gepp Solicitors can trace its roots back to 1768 and is a well-known name in the area.

With a rating of 4.8/5.0 on Review Solicitors and over 1,000 reviews to back this up, the firm is one with a great reputation.

Meeting with personal representatives to explain the process of dealing with an estate.
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.
Comfortable with liaising with clients and third parties but identifies and refers any technical queries to Partners within the Department.
Liaising with the personal representatives and beneficiaries in relation to estate distributions, including providing forms R185 where required.

The Successful Applicant

A basic understanding of inheritance tax income tax and capital gains tax and the probate process.
Experience of preparing estate accounts desirable.
Ability to work in within a team with mínimal 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.
Shows initiative and seeks help with any potential issues identified.
Motivated and with a positive outlook and willingness to learn and develop.

Salary and Benefits
Competitive Salary

Free parking

Death in Service

Income Protection

Health Cash Plan which includes discounted gym membership

Hybrid working

Job Types:
Full-time, Part-time

Part-time hours: 30 per week

Benefits: