Tax Associate

Womble Bond Dickinson; West of England; On-site; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Hybrid working

Flexible working

Job summary

Womble Bond Dickinson is hiring a Tax and Trust Associate for its Private Wealth department, based in Newcastle or Bristol. This hybrid role requires preparing personal tax returns and managing tax liabilities for private clients and WBD Partners, with supervision from managers.

We welcome part-time discussions and offer a flexible approach to work patterns, along with a collaborative team culture and clear progression within the tax and trust accounting group.

Qualifications

• 3 years' experience in a personal tax environment.
• ATT qualification.
• Proficient in MS Outlook, Word and Excel.
• Experience of preparing partners' self-assessment tax returns.
• Experience of trusts and Inheritance Tax (IHT) desirable but not essential.

Responsibilities

• Prepare tax returns for private clients and WBD Partners.
• Arrange payments of tax liabilities.
• Liaise with internal and external contacts to deliver work.
• Ensure compliance with relevant tax law and provide ad hoc advice.
• Opportunity to progress within a clear, flexible career structure.

Skills

Tax experience

ATT qualified

MS Office

Self-assessment

Trusts IHT

Tools

MS Outlook

Excel

Word

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 CCHtax software, is desirable but not essential

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, emphasizing that we're more than just suits!

As signatories to the Mindful Business Charter, it's important 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.

Through our DEI initiatives we create an environment in which difference is valued. We have an 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, neurodiversity, 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 DEI 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.

We are an in-house recruitment team and will always aim to fill our roles directly in the first instance.