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Albert Goodman LLP Logo 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
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