Tax & Trust Associate, Private Wealth (Hybrid)

Womble Bond Dickinson; West of England; Hybrid; 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

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.