Job Title: Probate Estate Administrator
Permanent/Temporary: Permanent
Location: Cardiff Gate Business Park CF23, although with some flexibility for working remotely at home. Occasional travel may be required to clients based in the South Wales area, so own transport preferred.
Hours: 37.5 hours per week within standard office hours Monday to Friday.
Job Outline:
This is an exciting opportunity for an individual to join an award-winning firm of Chartered Accountants and Tax Advisors based in North Cardiff within the team that undertakes tax, probate and estate administration and associated tax advisory work.
There is a wide range of involvement available to a suitable candidate and the role would ideally suit an individual with strong organisational skills, who has experience of reading legal documents, an interest in investigating and solving ad hoc practical or technical challenges, and an interest in developing their knowledge in relation to the probate process generally.
You will be working within a small team, and there may be a requirement from time to time to assist the wider team at MHA with other similar business activities, so we ask that you have a positive attitude to becoming involved in other areas of the business.
Main duties:
- Providing administrative support with drafting letters of engagement with executors, letters to third parties and assisting with the collation of information for preparation of certain formal documents associated with a probate application, to include but not limited to Statements of Truth, inheritance tax forms, tax returns and other similar work.
- Monitoring and assisting with HMRC Trust Registration requirements and collation of required data.
- Engaging with other professionals to whom we provide ad hoc taxation advice for estates and trusts, to obtain information.
- Supporting work procedures undertaken to comply with ICAEW regulations for probate work
- Providing support with case file procedures.
- Liaising with clients by telephone, email, letter and attending meetings where appropriate to progress matters.
Other duties may also include:
- Ad hoc assistance with internal administrative matters of the firm and establishment of procedures.
- Ad hoc assistance with projects, for example advisory reports or seminar arrangements from time to time.
Qualifications and skills:
- Experience in an office environment with a proven track record of providing administration assistance to individuals and to a team (guideline - 5 years minimum).
- Excellent accuracy and attention to detail.
- Positive and assertive manner.
- Ability to work under pressure when managing several deadlines.
- Excellent communication skills and high standards of grammar - verbal and written.
- Proven ability to deal with clients, partners, and all levels of staff.
- Excellent organisational skills using a methodical and flexible approach to tasks.
- Strong Microsoft Office skills particularly in Excel, Word, Teams, Outlook and PowerPoint and experience of PDF building software, and of database and practice management systems.