Manager, Trusts & Estates

Manager, Trusts & Estates

The role

Are you an experienced Trusts professional looking to take the next step in your career? Do you enjoy building strong client relationships, managing complex trust matters, and supporting the development of others?

We're excited to offer an opportunity for a Trusts & Estates Manager to join our growing team in Bristol.

Our Trusts & Estates team act for trustees, executors and beneficiaries, managing trusts and providing support across a broad range of estate and succession matters. We are looking for an experienced professional with a strong background in trusts who can confidently manage a portfolio of clients, review technical work, and help develop junior team members.

Whilst experience of estates and estate administration would be advantageous, it is not essential. We'd be particularly interested in speaking with candidates who are keen to broaden their exposure in this area and further develop their expertise.

This is an excellent opportunity to work with a diverse portfolio of clients and play a key role in the continued growth and success of the team.

Your key responsibilities may include:

• Managing a portfolio of trust and estate clients, ensuring a high standard of service  
• Building and maintaining trusted relationships with trustees, beneficiaries, executors and professional advisers
• Reviewing trust accounts, tax returns, inheritance tax returns and related compliance work prepared by the team
• Providing technical guidance and support on trust and estate matters
• Identifying planning opportunities and supporting clients with succession and estate planning needs
• Supporting, mentoring and developing junior team members
• Undertaking line management responsibilities, including performance reviews and coaching, where appropriate
• Working collaboratively with colleagues across the firm
• Assisting with estate administration and probate matters where required

What we need from you

Ideally you will:

• Hold a STEP qualification
• Hold a professional tax or accounting qualification such as ATT, CTA, ACA or ACCA (desirable but not essential)
• Have substantial experience working within trusts and private client services
• Be confident managing a portfolio of clients and acting as the primary point of contact
• Have experience reviewing the work of others
• Have previous supervisory or line management experience, or demonstrate an interest in taking on people management responsibilities
• Possess excellent communication and relationship building skills
• Be highly organised, detail-oriented and proactive in your approach

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
• Group pension scheme
• A Level 1 Medicash Plan provided to all employees
• 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 private medical insurance 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’ve previously been named the Best Companies number one accountancy firm to work for in the UK, as well as a “World Class Place to Work”. To add to the list we’ve recently been officially certified as a Great Place to Work employer, as voted for by feedback from our people!