Manager or Senior Manager, Landed Estates

Albert Goodman; Taunton; On-site; GBP 75,000 - 110,000; Full time

Benefits offered by this job

Minimum 25 days holiday

Annual salary review

Life assurance with health app

Private medical insurance available

Employee assistance programme

Job summary

Albert Goodman is a reputable Chartered Accountants, Tax Consultants and Financial Planners firm seeking a Manager or Senior Manager for its Landed Estates team in the South West. You will advise high-net-worth individuals, landed estates and rural property clients on inheritance tax, trusts, and wealth structuring, whilst leading advisory projects and nurturing long-term client relationships.

Based in Taunton or Bristol, you will influence strategy, develop business, and shape the service

Qualifications

• CTA and/or TEP qualifications required or advantageous.
• ACA or ACCA qualifications are desirable but not essential.
• Strong background in private client tax advisory services.
• Experience advising high-net-worth individuals, landed estates, trusts, or rural property clients.
• Excellent technical grounding in inheritance tax, capital gains tax, succession planning and trust taxation.
• Excellent interpersonal and communication skills with ability to build trusted adviser relationships.

Responsibilities

• Manage and develop a portfolio of landed estates and high-net-worth individuals.
• Lead technically complex tax planning across personal tax, trusts and estate planning.
• Provide bespoke tax advisory services on inheritance tax, capital gains tax and wealth structuring.
• Lead advisory assignments with practical, commercially-focused solutions.
• Build relationships with clients, advisers, solicitors and land agents.
• Identify planning opportunities while ensuring compliance with evolving tax rules.
• Review and oversee tax compliance matters when required, ensuring accuracy.

Skills

Private client tax advisory

High-net-worth individuals experience

Landed estates / trusts knowledge

Interpersonal skills

Advisory leadership

Education

CTA and/or TEP qualifications

ACA or ACCA qualifications desirable

Job description

Manager or Senior Manager, Landed Estates

Manager or Senior Manager - Landed Estates - Private Tax Client Advisory

The role

We are recruiting for an experienced Private Client Tax Advisory Manager or Senior Manager to join our specialist Landed Estates team. This role could be based in either our Taunton or Bristol office.

This is an exciting opportunity to work with a diverse portfolio of landed estates, rural businessesand highnetworth individuals, providing expert tax and succession planning advice tailored to the unique needs of complex family wealth structures.

As a trusted adviser, you will play a key role in helping clients navigate an increasingly complex tax and regulatory environment, deliveringadvice across inheritance tax, capital gains tax, trusts, estate planning, property ownership structures, and wider wealth preservation matters.

Working closely with colleagues across tax, trusts, accounting and financial planning disciplines, you will build longterm client relationships, lead advisory projects, and contribute to the continued growth and reputation of our Landed Estates offering.

Depending on experience, the successful candidate will join at either Manager or Senior Managerlevel, with opportunities to influence strategy, support business development initiatives, and help shape the future direction of the service line.

Key Responsibilities

• Manage and develop a portfolio of landed estates, rural businesses and high-net-worth individuals, acting as a trusted adviser across a range of personal and family wealth matters
• Demonstrate pro-activity and leadership of technically complex tax planning with focus on holistic view across personal tax, partnership tax, trusts and estate planning and close company planning with consideration and awareness of where to seek specialist assistance in relation to indirect taxes (VAT and Stamp Duty Land Tax principally)
• Provide bespoke tax advisory services covering inheritance tax, capital gains tax, income tax, awareness of indirect taxes and wealth structuring, with a theme of working with a varied portfolio of clients and their property-related tax matters
• Lead advisory assignments, ensuring practical and commercially focused solutions
• Build and maintain strong relationships with clients, professional advisers, solicitors, land agents and other key stakeholders
• Identify planning opportunities while ensuring clients remain compliant with evolving tax legislation and regulatory requirements
• Review and oversee tax compliance matters where required, ensuring high standards of technical accuracy, risk management and client service
• Support business development activities, including networking, thought leadership, and identifying opportunities to expand existing client relationships

What we need from you

You will ideally hold:

• CTA and/or TEP qualifications
• ACA or ACCA qualifications are desirable but not essential
• A strong background in private client tax advisory services
• Experience advising high-net-worth individuals, landed estates, trusts, family investment structures or rural property clients
• A good technical grounding in inheritance tax, capital gains tax, succession planning and trust taxation
• Excellent interpersonal and communication skills, with the ability to build trusted adviser relationships

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
• 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, progressiveand impactful.

Our people are vital to our continued success, and we are alwayslooking to train and develop individuals who could be our future Partners and leaders.

Albert Goodman is 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!