Wills and probate case manager

Location Sheffield
Discipline: Legal
Job type: Permanent
Salary: ££23000 - £27000 per annum
Contact name: Ross Roberts

Contact email: ross.roberts@craconsultants.com
Job ref: BBBH14933_1673284989
Published: 21 days ago
Startdate: Asap
Wills & Probate Case Manager
Sheffield
Up to £27,000 + bonus
Full Time, Permanent Contract

Who are we:
CRA Consulting are a specialist legal / finance recruiter, operating across the UK. CRA works in partnership with reputable law firms / accountancy practices with either local, regional, national or international presence. We recruit at all levels from board, director and partnership level through to support staff.
For additional information on how we can assist you with your next career move, visit the CRA Consulting Website at www.craconsultants.com.

About the business:
Our client is a leading legal firm specialising in wills, trusts, lasting powers of attorney, inheritance protection, probate and other private client areas of law.
With a nationwide client base this firm prides itself on offering market leading professional legal documentation in a friendly and cost efficient manner.
This is an excellent opportunity for an experienced wills and probate case manager/paralegal to join a supportive and expanding business with fantastic scope to grow and progress within the role. You will be working closely with the directors to have an active input into the business's further success.
Progression in to other areas such as business development will be encouraged and as such we are looking for a candidate who wishes to be an active part of the firms growth.

Key responsibilities:

* Communicating and maintaining a relationship with clients and associates via letter, email, and telephone.
* Collect relevant financial information in order for our solicitor to submit the probate application.
* Liaise with solicitors in relation to the probate application and HM Revenue & Customs queries on taxable estates.
* Collection or transfer of assets to the beneficiaries.
* Handle the transfer or sale of the deceased property, to include liaise with estate agents, solicitors and Executors.
* Have a full understanding of the administration of trust-based Wills including nil rate band trusts and interest in possession trusts. To also understand the tax consequences of these trusts.
* Complete and submit relevant income tax returns.
* Reconcile Executor accounts.
* Draft and complete estate accounts, reconciled to the Executor account.
* Obtain Executor approval of estate accounts.
* Make adequate searches in order to settle the estate upon completion of the administration

To apply, you will be required to meet the following criteria:
* Previous experience in the administration of estates both taxable and non-taxable, simple and trust based.
* Experience in managing a full case load of files.
* Previous experience in drafting Wills and Trusts.
* Experience communicating with clients and third parties.
* Preferably STEP or CILEX qualified or working towards the qualification.

How to apply:
If this vacancy is of interest to you , please click the apply button. Alternatively, if you would like to discuss with Ross Roberts who is managing this vacancy, call 0114 241 8030 for a confidential discussion.
Are you wanting to review additional career opportunities? Visit our jobs page at www.craconsultants.com.