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!
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Manager or Senior Manager, Landed Estates in Taunton employer: Albert Goodman
At Albert Goodman, we pride ourselves on being a fantastic employer, offering a supportive and inclusive work culture that values diversity and personal growth. With a competitive benefits package, including generous holiday allowances, professional development opportunities, and a commitment to employee well-being, our Yeovil and Taunton offices provide an ideal environment for those looking to make a meaningful impact in the payroll sector, particularly within the NHS and public sectors. Join us to be part of a forward-thinking team that celebrates innovation and collaboration while making a positive difference in our communities.
StudySmarter Expert Advice🤫
We think this is how you could land Manager or Senior Manager, Landed Estates in Taunton
✨Get Involved in Local Property Events
Dive into local property expos and networking events! Real estate thrives on connections, so attending these events helps us meet potential employers and industry leaders, plus it's a chance to show off your enthusiasm for the field.
✨Connect with Local Agents on Social Media
Follow and engage with local real estate agents and firms on platforms like Instagram and LinkedIn. Sharing their posts and commenting with your insights can put you on their radar and might even lead to job opportunities at companies like Albert Goodman.
✨Don’t Underestimate the Power of Cold Outreach
Got your eye on a specific company like Albert Goodman? Don't hesitate to send a direct message or an email expressing your interest. Personalise your approach, maybe mentioning a recent listing or project of theirs, and it could set you apart from other candidates.
✨Utilise Property Management Platforms
Check out property management platforms and job boards tailored for the real estate sector. They often have exclusive listings, especially for full-time roles. Don't forget to visit Albert Goodman's careers page directly; we love seeing passionate candidates applying through our website!
Some tips for your application 🫡
Show Your Real-Estate Savvy:When crafting your CV and cover letter, make sure to highlight any relevant experience in the real estate sector. If you've done internships, assistant roles, or even relevant coursework, lay it out clearly. We want to see your familiarity with market trends, property management, or any sales experience you've got under your belt!
Quantify Your Achievements:In real estate, numbers speak volumes! When detailing your past roles, use concrete figures to demonstrate your achievements. For example, mention how many properties you sold, the percentage increase in client satisfaction, or any successful negotiations. These metrics can give your application that extra punch it needs!
Tailor Your Documents for the Job:Every application should feel personal. When applying for the Manager or Senior Manager, Landed Estates role at Albert Goodman, tweak your CV to focus on aspects that are important to them. If they value client relationships, emphasise your interpersonal skills. We want to see you aligning your experiences with what they're looking for!
Keep It Professional Yet Approachable:While we want you to show off your expertise, don't forget to let your personality shine through in your cover letter. A touch of friendliness can set you apart, especially in real estate where client interaction is key. Show that you're ready not just to work with the property but also with people!
How to prepare for a job interview at Albert Goodman
✨Know Your Market Trends
In real estate, it’s all about staying ahead of the curve. Make sure we brush up on the latest market trends in the area where Albert Goodman operates. Being able to discuss local property values, demand, and upcoming developments will show that we’re not just interested in the job, but genuinely invested in the industry.
✨Prepare for Scenario Questions
Expect some scenario-based questions during the interview. We might get asked how we’d handle different client situations or property evaluations. Preparing our responses for common real estate scenarios not only demonstrates our problem-solving skills but also shows that we can think on our feet in a client-facing role.
✨Showcase Your Connections
In full-time real estate, networking is key! Let’s think about our connections in the industry and what we can bring to Albert Goodman. Whether it’s insights on prospective clients or relationships with local contractors, talking about these experiences can set us apart from other candidates.
✨Demonstrate Technical Savvy
Familiarity with different real estate software tools is a big plus. We should be ready to discuss any platforms we've used, whether it's for property management, CRM, or data analysis. Being comfortable with technology not only makes us more efficient, but also shows that we’re adaptable to the tools used at Albert Goodman.
