Semi Senior or Senior, Trusts & Estates
Join to apply for the Semi Senior or Senior, Trusts & Estates role at Albert Goodman
Key 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
What We Need From You
* Be ATTR 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
What We Can Give You In Return
* 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
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.
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.
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