Estates Manager - Private Client

Higgs LLP

Brierley Hill

Hybrid

GBP 40,000 - 60,000

Full time

14 days+

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Benefits offered by this job

Hybrid working environment

Flexible work arrangements

Commitment to diversity and inclusion

Job summary

A reputable law firm in Brierley Hill is seeking a Resourcing Manager for their Private Client department. The role involves managing estate administration cases, preparing IHT returns, and collaborating with external advisers. Ideal candidates will possess strong communication and organizational skills, with a flexible and dependable attitude. The firm offers a hybrid working model and is committed to diversity and inclusion.

Qualifications

Good understanding of estate administration processes.
Experience with inheritance tax allowances and estate accounts.
Able to build trust and respect with external advisers and team members.

Responsibilities

Responsible for a varied caseload of estate administration files.
Prepare IHT returns and handle high-value estates.
Interact with external advisers and maintain estate accounts.

Skills

Communication skills

Organizational skills

Team skills

Initiative

Ability to work autonomously

Knowledge of Probate Registry systems

Knowledge of Inland Revenue processes

Job description

Overview

Resourcing Manager at Higgs LLP - People Driven. Legal Excellence. Investors in People Gold Accredited Employer.

Note: This description retains the original language and context about the role and firm commitments.

Role Purpose

To join the Private Client department as an estate manager in the Estates team. To take responsibility for a varied caseload of estate administration files to include taxable and non-taxable estates.

Key Responsibilities

A good understanding of the process of estate administration.
Preparation of all relevant IHT returns.
A good working understanding of relevant inheritance tax allowances to include the nil rate band and the transferable nil rate band. Experience in business relief and agricultural relief are also desirable but not essential. The ability to handle estates that are often high in value and that include trust structures e.g. discretionary wills, nil rate band wills and life interest trust wills.
A working understanding of will validity and interpretation (with assistance provided on complex matters from the Private Client, wealth team).
Maintenance and preparation of estate accounts.
Ability to interact with external advisers e.g. accountants and tax advisers.
Confident to take and exercise initiative to ensure responsibility for the completion of an estate administration.
The ability to work autonomously but also alongside more senior fee earners in the team and to engage with a number of more junior members to include paralegal level.
Good working knowledge of the Probate Registry systems.
Good working knowledge of Inland Revenue processes and procedures.

Person Specification

Personal effectiveness and self-management.
Good communication, organisational and team skills.
Flexible and dependable, able to take the initiative.
Able to remain calm under pressure and work to tight deadlines.
Able to quickly build confidence, respect and trust with others.

What We Offer You

We offer more than just a job. Our benefits reflect our commitment to your development, wellbeing and work-life balance. Click here to discover more.

Higgs offers hybrid working wherever possible. Our Higgs’ Best FIT (flexible, inclusive, together) principles are designed to ensure that people can complete their best work from the most appropriate location. If you are looking to work flexibly then let us know and we will do what we can to accommodate your request.

We also encourage a ‘dress for your diary’ approach which means dressing in a manner appropriate for your schedule or the specific appointments you have on any given day.

Higgs LLP is proud to be a signatory of The Law Society’s Diversity, Inclusion Charter and a Disability Confident Committed Employer. These commitments reflect our dedication to building a workplace that is inclusive, accessible, and welcoming to all. We actively encourage applications from individuals of all backgrounds, experiences, and identities.

As part of our Disability Confident commitment, we offer a guaranteed interview to disabled applicants who meet the essential criteria for the role and choose to opt into the Disability Confident Interview Scheme.

We are also committed to ensuring that all applicants can fully participate in the recruitment process. If you require any reasonable adjustments, please let us know by contacting us at recruitment@higgsllp.co.uk

We recognise that inclusion is an ongoing journey, and we regularly review and publish our diversity data, which can be accessed here.

Seniority level