Trusts & Estates Opportunities

Trusts & Estates Opportunities

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, and offer an environment where candidates and colleagues feel valued. We 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 recognise that professional development goes beyond building specialist skills. Everyone is encouraged and supported to engage in wider training and networking to create a well-rounded experience.

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.

We are proud that we are the Best Companies 2022 and 2023 number one accountancy firm to work for in the UK, as well as an “Outstanding Place to Work” and a top 20 employer in the South West! We offer a fantastic place to work with a competitive and flexible benefits package.

Our roles

Our Trusts and Estates team act for trustees and executors, with 600+ trusts in the firm.

We’re growing our team, and are keen to hear from candidates with a trusts and estates background (or those looking for a career in the world of trusts and estates), who are keen to join an expanding team. You would be involved with trust and estate administration, tax compliance and accounting.

Our team are predominantly based in Bristol, however we can be flexible on location.

What we need from you

• Ideally for you to be studying towards the STEP qualification or ATT/AAT, although this is not essential
• A minimum of 1 to 2 years practice experience
• To be a confident and collaborative team player
• Excellent people skills and the ability to demonstrate outstanding customer service to clients
• Self-motivation and a strong work ethic