Tax and Trust Associate

Womble Bond Dickinson (UK) LLP; Newcastle upon Tyne; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

Womble Bond Dickinson (UK) LLP in Newcastle or Bristol is seeking a Tax and Trust Associate in Private Wealth. You will prepare tax returns for private clients and WBD Partners, arrange tax payments, and work with internal and external contacts under supervision.

You will ensure compliance with tax law and provide ad hoc personal tax advice throughout the year. This role offers a hybrid working policy with office and home days and welcomes part-time discussions; there is potential for

Qualifications

• 3 years' experience in a personal tax environment.
• ATT qualification is required.
• Proficient with MS Outlook, Word and Excel.
• Experience of partners' self-assessment tax returns.
• Experience with trusts and Inheritance Tax; CCH tax software is desirable but not essential.

Responsibilities

• Prepare tax returns for private clients and WBD Partners.
• Arrange payments of tax liabilities and liaise with internal/external contacts.
• Ensure compliance with tax law and provide ad hoc personal tax advice.
• Take on significant responsibility and progress within a flexible career structure.

Skills

Personal tax experience

MS Outlook

Word

Excel

Education

ATT qualified

Tools

MS Outlook

Word

Excel

CCH tax software

Job description

If you're looking for a challenging and rewarding role as the next step in your career, we have a fantastic opportunity within our Private Wealth department in either Newcastle or Bristol.

Working as part of our Tax & Trust Accounting team as a Tax and Trust Associate, you'll take responsibility for the preparation of tax returns for our private clients and WBD Partners.

This role falls under our hybrid working policy. Most full-time employees typically spend around 3 days in the office and 2 days working from home - however we operate a flexible approach in practice.

We're very open to hearing from candidates looking for part-time working hours and are open to discussions around what that looks like for you.

The team

Our Private Wealth team is a collaboration of lawyers, accountants, financial advisors and tax specialists. Their expertise is highly regarded and ensures that our clients' wealth is protected, now and for future generations. For law firms, this is a unique setup which allows us to offer our clients the very best full-service advice possible.

Our firm is built on the principle that everyone is important and needs to make a contribution to our collective success. The Tax and Trust Accounts team is made up of dedicated professionals working together to achieve great results. Many of the team members stay with us long-term, becoming an integral part of our clients' success stories.

The role

You'll be responsible for preparing tax returns for our private clients and the WBD Partners, and arranging payments of tax liabilities, working with external and internal contacts on the delivery of that work, under the supervision of managers. You will ensure compliance with all relevant tax law and provide ad hoc advice on personal tax-related queries throughout the year.

This is a great opportunity to immerse yourself in varied and engaging work, where you'll take on significant responsibility. You'll be part of a supportive team that values collaboration and mutual growth.

There is opportunity to progress, within a very clear but flexible career structure

What are we looking for?

To be successful in this role you'll need as a minimum:

• 3 years' previous experience of working within a personal tax environment
• To be ATT qualified
• To be proficient in the use of MS Outlook, Word and Excel
• Experience of the issues associated with preparing partners self-assessment tax returns

Experience of trusts and Inheritance Tax, and CCH tax software, is desirable but not essential