Tax Assistant (1064)

Womble Bond Dickinson; Newcastle upon Tyne; Hybrid; GBP 25,000 - 45,000; Full time

Job summary

An esteemed firm is seeking a Tax Assistant to join their Private Wealth team in Newcastle or Bristol. In this role, you'll be responsible for preparing personal and trustees' tax returns, managing a diverse client portfolio, and ensuring compliance with tax regulations. This innovative firm fosters a collaborative environment, emphasizing the importance of health and wellbeing with flexible working arrangements. Join a team of experts dedicated to providing top-notch service while valuing diversity and inclusion. If you're ready to make a meaningful impact in a supportive setting, this opportunity is for you.

Benefits

Pension

Health Care

Life Assurance

Volunteering Days

Carbon Offsetting

Flexi-working

Holiday-purchase

Qualifications

• Minimum experience in personal tax environment required.
• Relevant qualification such as ATT is essential.

Responsibilities

• Prepare tax returns for personal, trusts, and estates clients.
• Manage client affairs and ensure engagement letters are in place.

Skills

Personal tax experience

MS Outlook

MS Word

MS Excel

Experience with trusts and Inheritance Tax

Education

Relevant professional qualification (e.g., ATT)

Job description

Job description

• Location:
  Bristol, Newcastle
• Contract Type:
  Permanent
• Work location:
  Hybrid

Tax Assistant (1064)

We have a new opportunity to join our esteemed Private Wealth team in Newcastle or Bristol. Working as part of our Tax/Trust Accounting team as a Tax Assistant, you'll take responsibility for a portfolio of clients, preparing personal and trustees' tax returns.

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 pretty unique setup which allows us to offer our clients the very best full-service advice possible.

The role

You'll be preparing tax returns for review, dealing with the day-to-day affairs of your client portfolio, ensuring that engagement letters are in place for clients, and that fees are agreed and billed accordingly. Your client list will include personal, trusts, and estates tax returns. You'll also assist other members of the team in the overall management of client affairs. Experience of trusts and Inheritance Tax is desirable but not essential.

What are we looking for?

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

• Experience of working within a personal tax environment
• Experience of MS Outlook, Word, and Excel
• A relevant professional qualification such as ATT

What makes it great to work here?

We continually work hard to create an open culture that sets us apart from other firms. Our culture gives us much more of a human feel, emphasising that we're more than just suits!

As signatories to the Mindful Business Charter, it's important to us that our people are able to maintain healthy and happy lives, both in and out of work. We have a number of resources and initiatives designed to support health and wellbeing and we're very happy to talk flexible working, full-time or part-time working patterns.

Through our DEI initiatives we create an environment in which difference is valued. We have a Diversity, Equity, and Inclusion Group, led by our Board Sponsor, which works with our colleague networks (we currently have firm-supported networks for race, ethnicity, and cultural heritage, LGBTQ+, disabilities, families, and women's career development and we're in constant dialogue with our people about how we expand our networks to better support everybody). Find out more about ED&I at WBD here. We encourage applicants from all social backgrounds, ethnicities, disabilities, gender identities, and sexual orientations.

We are committed to ensuring our recruitment process is inclusive and accessible to all. If you have a disability or long-term condition and need us to make any adjustments to give you the best possible recruitment process, please let us know by contacting the recruiter on the right-hand side of this page. Please also let us know if you need this job advert or the application form in a different format.

We will offer an interview to candidates with a disability or long-term condition who meet the minimum criteria for this role. You can opt into this scheme within the application form. Your response to this question is only used for this purpose, is only visible to the recruitment team and is not used for data monitoring.

3 Temple Quay, Temple Back East, Bristol, UK, BS1 6DZ
The Spark, Draymans Way, Newcastle Upon Tyne, UK, NE4 5DE

Need any adjustments to give you the best possible recruitment process or want to find out more about this role?

Contact your recruiter now.

Kim Southway

[phone]

Meet the manager

Steven Dodds

Alongside a competitive salary you'll receive a flexible benefits package so you can choose and vary the benefits that matter most to you

Benefits

Pension
Health Care
Life Assurance
Volunteering Days
Carbon Offsetting
Flexi-working
Holiday-purchase
Learn more