Are you looking 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 acts 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.
Responsibilities
* 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
Qualifications
* 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!
Benefits
* A minimum of 25 days holiday which increases with length of service. Plus the option to buy and sell holiday
* An annual salary review
* Payment of any professional subscriptions relevant to your role
* 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.
Equality, Diversity and Inclusion
Albert Goodman is committed to encouraging equality, diversity and inclusion among 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 help drive our business forward and make this an exciting firm to be part of.
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