Semi Senior or Senior, Trusts & Estates
Semi Senior or Senior, Trusts & Estates
The role
Are youlooking to take the next step in your career? Are you already working in the Trust & Estates arena? We're excited to offer an opportunity for a Semi Senior or Senior to join our Trusts & Estates team in either our Bristol or Weymouth office.
Our Trusts & Estates team act for trustees, executors and beneficiaries, managing over 600 trusts and providing support across the full spectrum of estate and succession matters. We're keen to hear from candidates with experience in this area, or from those eager to build a career in trusts and estates work. This opportunity may interest those already working in tax, accounts or law.
This is a fantastic chance to broaden your expertise, develop your technical knowledge, and take on increasing responsibility in a supportive team. You'll have the opportunity to be involved in aspects of trust and estate compliance and administration. You will work within a close team who prepare annual accounts/tax returns as well as inheritance tax planning. You'll have the opportunity to work closely with clients, professional advisers and family members - building strong relationships.
Your key responsibilities may include:
* Managing a portfolio of trusts and/or estates, ensuring accurate and timely administration
* Supporting junior members of the team
* Preparing trust and estate accounts, income tax returns, inheritance tax forms and related calculations
* Supporting executors with estate administration and probate requirements
* Liaising with trustees, beneficiaries, solicitors and investment managers
* Assisting senior colleagues with succession and estate planning projects
* Providing clear, practical guidance to clients in a professional and empathetic manner
What we need from you
Ideally you will:
* Be ATT or AAT qualified
* Have 2 to 3 years' practice experience, preferably in trusts, estates or private client work
* Be a confident and collaborative team player
* Show excellent communication skills with the ability to build trusted client relationships
* Have strong attention to detail, discretion and a proactive approach
We'll support your professional growth with a clear career path and full encouragement for further study, including STEP qualifications, so you can continue to progress and specialise in this rewarding area of practice.
If your experience isn't a complete match but you feel you could bring a lot to AG, we'd still encourage you to apply so that we can learn more about you
What we can give you in return
We offer a fantastic place to work with a competitive and flexible benefits package. This includes:
* A minimum of 25 days holiday which increases with length of service. Plus the option to buy and sell holiday
* An annual salary review
* Hybrid working
* Payment of any professional subscriptions relevant to your role
* Group pension scheme
* Life assurance, which includes access to a smart health app
* An employee assistance programme for you and your family
* One volunteering day per year
* Cinema Society discounts
* GymFlex discounts
* Bupa health and cash plans available
* Electric car and cycle to work schemes
About AG
Albert Goodman is a firm of Chartered Accountants, Tax Consultants and Financial Planners, providing high-quality advice to over 5000 local and national businesses and individuals.
We are friendly, fair and forward thinking with a can-do attitude. We collaborate to achieve, and pride ourselves on being trustworthy, progressive and impactful.
Our people are vital to our continued success and we are always looking to train and develop individuals who could be our future Partners and leaders.
Albert Goodman are committed to encouraging equality, diversity and inclusion amongst our people. We are an equal opportunities employer, as well as a Disability Confident Committed employer. We offer an environment where candidates and colleagues feel valued, and ensure that no applicant or employee receives less favourable treatment on the grounds of age, race, religion or belief, disability, gender reassignment, marital status, pregnancy, sex or sexual orientation. We welcome applicants who can bring new perspectives and experiences, that not only help drive our business forward but make this an exciting firm to be part of.
What sets us apart
A career at Albert Goodman can be a varied and rewarding one. We embrace future change and development. By hiring from within and investing in a range of training programmes, we give you the chance to develop and evolve your career, no matter which route you want to take.
We form inclusive relationships that deliver. We celebrate difference and empower people to bring new ideas, solutions, and perspectives.
We make a positive difference to those with whom we work, as well as in our communities and the environment, and were immensely proud to have secured B Corp status in 2023.
We were named the Best Companies number one accountancy firm to work for in the UK in 2022, as well as a "World Class Place to Work" in 2024.
Apply Now
No 1 accountancy firm to work for in the uk 2022.
Watch our careers video.
Best accountancy firm to work for in the uk 2022.