Estates/Probate/Wills Assistant- Southend - Part Time ( 3 days a week)

Coast Specialist Recruitment
9.00 - 10.00 GBP Hourly
20 Jul 2021
24 Jul 2021
Part Time
Contract Type

Probate Assistant/Administrator

We are seeking an individual with good experience in the administration of estates.

Duties and Responsibilities

The individual will need to be able to assist with running a busy workload of probate and administration work, consisting of varied value estates, and specifically the following duties and responsibilities, under supervision:

  • Co-ordinating the collection of assets and identification of liabilities, dealing with third parties such as banks, accountants, valuers and financial institutions to obtain date of death valuations via correspondence/telephone calls as required;
  • Preparing applications for letters of administration either on HMCTS' online portal or via postal application where appropriate;
  • Preparing and filing initial and supplementary inheritance tax forms and applications for relief, and negotiating valuations and tax computations with HMRC;
  • Reporting estate income and capital gains to HMRC, and preparing statements of income for beneficiaries;
  • Preparing and maintaining estate administration accounts; and
  • Dealing with the distribution of funds to beneficiaries in the appropriate manner.

The ideal candidate will have the following skills and qualifications:

  • knowledge of inheritance tax rules, accounting and procedure, as well as Income and Capital Gains Tax compliance in the context of estate administration;
  • a proven record of having administered, or assisted with the administration of estates;
  • good administrative skills and an eye for detail;

Part-time hours: 22 per week

Interviews available now.

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