Probate Executive - Private Client Department

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 client...