Graduate Trainee Tax Advisor

People First; Glasgow; Hybrid; GBP 24,000 - 30,000; Full time

Job summary

Wbg is seeking a Graduate Trainee in Tax to join our Tax team in Glasgow. You will support the delivery of personal and corporate tax services, assist with return preparation, and liaise with clients under the guidance of senior staff.

You’ll work toward the ATT qualification, supported by coaching, mentoring, and professional development. This role offers a clear path to growth within a collaborative, values‑driven firm.

Qualifications

• Degree in Finance, Accountancy or related discipline.
• Strong written and verbal communication skills.
• Attention to detail and ability to manage time.

Responsibilities

• Assist with preparation and submission of personal and corporate tax returns.
• Review client information for completeness and accuracy.
• Liaise with clients to obtain required information and documentation.
• Support the ATT qualification through coaching and study.

Skills

Excellent communication

Analytical skills

Written and verbal communication

Time management

Attention to detail

Independent yet collaborative

Education

Relevant honours degree

Finance or Accountancy degree advantageous

Job description

At Wbg, we’re building something ambitious - and we want you to be part of it.

This is an exciting time for our firm as we step into a bold new phase of growth. We help our people and our clients achieve their ambitions by delivering high-quality, specialist services with collaboration, forward-thinking, and integrity at our core. And we do it all with a commitment to doing business sustainably.

Right now, we’re expanding our services, strengthening our local presence, and nurturing a culture of excellence. Whether you’re taking your first career step or bringing a wealth of experience, Wbg offers the platform to grow, thrive, and make an impact.

We champion development, embrace flexibility, and live by the values of integrity, professionalism, and collaboration that define who we are.

Join us and be part of shaping the future of Wbg.

JOB SPECIFICATION

Department: Tax

Job Title: Graduate Trainee – Tax

About us

Wbg is where ambitious careers are built to last. We’re a growing firm where your name is known, your development is taken seriously, and the work you do from day one makes a real difference and is genuinely valued by clients and colleagues alike. Combining deep expertise with insight-led, technology-enabled solutions, we work together to help our clients achieve stronger outcomes. Our culture is straightforward. We’re open in how we communicate, supportive in how we work together and ambitious in what we’re building. Grounded, consistent, and focused on doing things well. It’s a place where standards are high, but so is the level of support around you.

About our Tax team

Our Tax team provides a broad range of specialist tax services to individuals and businesses, helping clients understand and meet their tax obligations while identifying opportunities and providing practical advice.

Working closely with clients and colleagues across the Firm, the team combines technical knowledge with a practical, client‑focused approach. As a Graduate Trainee, you’ll gain hands‑on experience across personal and corporate tax work while developing the technical and professional skills needed to build a successful career in Tax.

JOB DESCRIPTION – Graduate Trainee – Tax

Role Purpose

The Graduate Trainee supports the delivery of high-quality tax services to clients, developing their technical knowledge and professional skills through practical experience and structured training.

Working alongside experienced tax professionals, the role involves assisting with the preparation and submission of personal and corporate tax returns, communicating with clients, maintaining accurate records and developing an understanding of relevant tax legislation.

The role also provides the opportunity to work towards the ATT qualification, with ongoing coaching, mentoring and professional development throughout.

Key Responsibilities

Tax Delivery

• Assist with the preparation and processing of personal tax and corporate tax returns and supporting information.
• Review client information and documentation to ensure information is complete and accurate.
• Develop an understanding of relevant tax legislation and how it applies to individual client circumstances.
• Liaise with clients to obtain information and supporting documentation required to complete tax returns.
• Support the approval and submission process for both personal tax and corporate tax returns.
• Develop responsibility for a small portfolio of personal tax and corporate tax clients as knowledge and experience develops.
• Maintain accurate and up‑to‑date client records and documentation.
• Work to agreed deadlines and quality standards, keeping colleagues informed of progress and any issues arising.
• Undertake appropriate additional tax‑related tasks as directed by senior members of the Tax team.

Quality, Workflow and Professional Standards

• Complete work accurately and with a high level of attention to detail.
• Maintain clear, organised and appropriate client records and working papers.
• Identify missing information, queries or issues and seek appropriate guidance where required.
• Ensure work is completed within agreed timescales and to the required quality standards.
• Apply a professional and thorough approach to all client work.
• Maintain confidentiality and handle client information appropriately and in accordance with Wbg policies and procedures.
• Develop an understanding of professional standards and the importance of quality in the delivery of tax services.

Client Service and Relationships

• Liaise professionally and confidently with clients throughout the tax return process.
• Build positive and constructive working relationships with clients and colleagues.
• Communicate queries and requests for information clearly and appropriately.
• Develop an understanding of clients’ individual circumstances and how these may impact their tax position.
• Support the delivery of a consistent, responsive and high‑quality service to clients.
• Develop confidence in communicating with clients as experience and knowledge increase.

Team Support and Development

• Work collaboratively with Tax colleagues and the wider Firm to deliver work effectively.
• Take ownership of allocated tasks, seeking support and guidance where needed.
• Support the wider Tax team with routine administrative activities, including daily mail, annual information requests and payment reminders.
• Participate in training, professional development and knowledge‑sharing activities.
• Take responsibility for developing technical and professional knowledge relevant to Tax.
• Apply knowledge gained through professional study to practical client situations.
• Contribute to a positive, supportive and high‑performing team environment.
• Undertake additional appropriate responsibilities as skills and experience develop.

Professional Development

• Work towards the ATT qualification with full support from Wbg.
• Balance professional study with practical client experience
• Receive regular coaching, mentoring and feedback from experienced colleagues.
• Develop technical knowledge, professional judgement and client‑facing skills.
• Work towards achieving professional exam success alongside delivering a high‑quality service to clients.
• Take increasing responsibility for client work as knowledge, skills and confidence develop.

Skills and Experience

• Working towards, or holding, a relevant honours degree, with a minimum 2:1 preferred.A degree in Finance, Accountancy, or a related discipline would be advantageous
• Strong academic background with excellent communication and analytical skills.
• Strong written and verbal communication skills, with the ability to communicate effectively with clients and colleagues.
• Organised and able to manage time effectively across client work, professional development and other responsibilities.
• Comfortable working independently while also contributing effectively as part of a team.
• Able to demonstrate attention to detail and a commitment to producing high‑quality work.
• A genuine interest in developing a career within Tax
• Previous experience within a professional office environment is beneficial but not essential.

Our people and values are at the heart of everything we do. We are committed to fostering an inclusive workplace where everyone feels respected, valued, and empowered to be their authentic selves.

We celebrate diversity in all its forms and actively seek to create opportunities for individuals from a wide range of backgrounds and experiences. As an equal opportunities employer, we assess all applications fairly, based on merit and potential.

Our recruitment process is designed to be accessible and supportive. If you require any adjustments or reasonable accommodations during your application or interview, please let us know - we’re here to support you every step of the way.

Please download to view supporting documents below.

168 Bath StreetGlasgowG2 4TPUnited Kingdom