Current Vacancies

We offer a range of exciting career opportunities across the whole firm. As well as careers in our core practice areas of accountancy, tax and financial planning, we regularly seek bright people to work in marketing, human resources and secretarial roles.

All professional and support staff vacancies across all offices are listed below.

See below for further details.

To apply for any of the positions below, please send your CV and a covering letter to This e-mail address is being protected from spambots. You need JavaScript enabled to view it. . This e-mail address is being protected from spambots. You need JavaScript enabled to view it.

NO AGENCIES. Any speculative CV's sent by agencies who have not been appointed to work on our behalf will be automatically disregarded.

Accounting Trainees

We are currently reviewing applications for 2012 trainees. We welcome people who are numerate, bright and ambitious. People with good communication and analytical skills, and a thorough understanding of the business world. If you think you fit the bill, and have at least 300 UCAS points, a 2:1 degree and good A level results (A/B’s), please get in touch. We would be delighted to hear from you.

Accounting Technician – Business Services – Yeovil

We have an immediate need for a part-qualified ACA or ACCA or possibly AAT level 3/4, with good practice experience, to join our Business Services team in Yeovil.. Must have A / B grades at A level and GCSE and a 2.1 degree if applicable.

We welcome people who are numerate, bright and ambitious; with good communication and analytical skills and a good understanding of the business world. If you think you fit the bill, please get in touch. We would be delighted to hear from you.

Agricultural Manager / Senior Manager, Yeovil

We have a new position at our Yeovil office for an Agricultural Manager/Senior Manager to gain and look after farming accountancy clients covering East Somerset, Dorset and parts of Wiltshire. We are looking to significantly expand our coverage of East Somerset and Dorset.

Duties and Responsibilities
• Responsible for gaining farming clients and increasing Albert Goodman’s farm accountancy profile in the area.
• To manage and look after existing farm accountancy clients and those gained through marketing of our farm accountancy specialism.
• Delivery of high quality, accountancy, tax and business advice to farms and closely associated businesses.
• Management of the work including timing and high levels of efficiency.
• Work with other accountancy staff at Yeovil to ensure that the accountancy service is effectively delivered.
• Work with the Albert Goodman farming team (around 16 accountants) to ensure consistency of service across the offices.

Candidate
• The candidate will be a self-starter, capable of taking a lead role in the development of our agricultural accountancy service in the area.
• They will have excellent communication and accountancy skills, with good farm industry knowledge.

Qualifications
• ACCA; ICAEW or CTA qualification needed.
• Some sort of agricultural qualification may be beneficial.

Audit & Accounts Trainee, Taunton

We have an immediate need for an ACA or ACCA graduate to join our audit team.   Must have a minimum of A / B grades at A level and GCSE and a 2.1 degree.

We welcome people who are numerate, bright and ambitious; with good communication and analytical skills and a good understanding of the business world. If you think you fit the bill, please get in touch. We would be delighted to hear from you.

Audit – Semi-Senior – Taunton

We have an immediate need for a part-qualified ACA or ACCA Semi-Senior to join our audit team. Must have good practice experience and a minimum of A / B grades at A level and GCSE and a 2.1 degree.

We welcome people who are numerate, bright and ambitious; with good communication and analytical skills and a good understanding of the business world. If you think you fit the bill, please get in touch. We would be delighted to hear from you.

Business Tax - Assistant Manager / Manager - Taunton

You will be responsible for:

  • Reviewing and completing business and corporate tax computations and returns;
  • Identifying business and corporate tax planning opportunities for OMBs and groups of companies;
  • Assisting with enquiries by HMRC into corporate and business tax returns;
  • Assisting in developing and obtaining new clients and progressing professional contacts;
  • Researching technical queries on behalf of non tax staff, partners and on behalf of clients;
  • Assisting in training staff on technical matters;

Must be capable of showing own initiative in developing role within the firm. Applicants will have a proven track record in Business/Corporate Tax, ideally with ACCA or ACA and CTA.

Insolvency Manager – Weymouth

This is an excellent opportunity for an experienced Insolvency Manager seeking a new challenge. The role will involve managing/administering local cases and proactively maintaining and developing links with local work providers.

The successful candidate will have:

  • Significant experience of all aspects of insolvency
  • Ability to manage/administer a range of insolvency cases
  • Exposure to networking and a proven track record in winning business.

Key Responsibilities

  • The job holder will need to take personal ownership (responsibility and accountability) for their own work and performance
  • Ensure the smooth and efficient running of the department whilst controlling a portfolio of insolvency cases
  • Take responsibility for an existing caseload and ensure compliance with statutory requirements, professional standards and the firm’s guidelines.
  • Devise the overall strategy for each new case and then take responsibility for its implementation as above for existing cases
  • Support and actively take part in guiding and developing the junior members of the team, particularly ensuring that client and referral relationships are maintained by the delivery of a high quality service
  • Devise and execute an agreed marketing plan including extensive networking and business development activities
  • Report on all aspects to the practice IP.

Receptionist/Secretary - Weymouth

To provide reception/secretarial and administrative support to the Weymouth office providing a professional front of office service. Excellent communication, typing/audio skills required.

Secretary – Yeovil

To provide secretarial support to the Business Services Partner and her team, organising duties and activities as required. Also, sharing reception and administrative duties with the secretarial team. Excellent communication, typing/audio skills required

Vacancies with Albert Goodman Financial Planning

Albert Goodman Chartered Financial Planners are one of the largest firms of independent financial advisers in Somerset, providing high quality financial planning services to a wide range of business, professional and private clients, throughout the UK.

Para Planner - Taunton

The main focus of the role will involve:

  • Compilation of client reports
  • Managing the whole process of reviewing clients needs
  • Assessing outstanding information required to proceed
  • Preparing client reports – these may be in relation to pensions,  investments, Trustee Investment, IHT planning and other associated financial planning requirements
  • Reviewing products available to meet client needs and making appropriate recommendation
  • Preparing asset allocation and appropriate fund selection
  • Arranging the ordering and checking of Personalised Illustrations from product provider Research
  • Reviewing new contracts and alterations in product providers terms and making recommendations to the Directors
  • Undertaking quarterly review of the performance of the existing fund manager panel
  • Undertaking review of new funds available to meet the requirements of the asset allocations and make recommendations to the Directors
  • Undertaking assessment of regulatory changes on the company’s procedures and implement necessary changes
  • Compliance of client files
  • Ensuring that the initial disclosure documentation has been forwarded to the client in accordance with FSA guidelines
  • Ensuring that the client questionnaire has been fully completed
  • Ensuring that all research material is on file e.g., Exchange, O&M, TVAS, Defaqto
  • Ensuring that the necessary copies of Micropal data sheets are on file
  • Ensuring that the client database is updated correctly
  • Checking and ‘cleaning’ applications before passing to the New Business administrator Plus project work and other duties

Applicants will ideally have an Advanced Diploma in Financial Planning/Chartered Status with previous experience of using the Adviser Office (1st) client database/back office system and a sound knowledge of Pensions & Trusts, with excellent IT and communication skills and the ability to deal with individuals at all levels within and outside the business.