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Albert Goodman LLP · Finance

Semi Senior or Senior, Trusts & Estates

United Kingdom, Bristol or Weymouth · Job Posted December 05, 2025

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Job Description

The role is for a Semi Senior or Senior to join the Trusts & Estates team, acting for trustees, executors and beneficiaries, managing over 600 trusts and providing support across the full spectrum of estate and succession matters. It's a chance to broaden expertise, develop technical knowledge, and take on increasing responsibility in a supportive team.

Job Responsibility

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

Requirements

ATT or AAT qualified
2 to 3 years’ practice experience, preferably in trusts, estates or private client work
Confident and collaborative team player
Excellent communication skills with the ability to build trusted client relationships
Strong attention to detail, discretion and a proactive approach

Nice to have

Experience in tax, accounts or law
Eagerness to build a career in trusts and estates work

What we offer

A minimum of 25 days holiday which increases with length of service
Option to buy and sell holiday
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
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 LLP - All Job Offers

Bristol or Weymouth

Semi Senior or Senior, Trusts & Estates

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