Tax Associate

Womble Bond Dickinson; United States; Hybrid; USD 56,000 - 83,000; Full time

Job summary

Womble Bond Dickinson is seeking a tax professional to prepare tax returns for private clients and partners, coordinating payments and liaising with internal and external contacts. You’ll ensure compliance with tax law and provide ad hoc personal tax advice throughout the year.

With a strong focus on collaboration and career progression, this hybrid role offers support for ongoing professional development and an inclusive, flexible work culture.

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; CCH tax software desirable.

Responsibilities

• Prepare tax returns for private clients and WBD Partners.
• Arrange payments of tax liabilities and coordinate with external/internal contacts.
• Ensure compliance with relevant tax law and provide ad hoc personal tax advice.
• Work under supervision of managers and take on responsibility as you progress.

Skills

Personal tax experience

ATT qualified

MS Outlook

MS Word

MS Excel

Partners self-assessment

Trusts & IHT knowledge

CCH tax software

Tools

CCH tax software

Job description

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?

• 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

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.

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, 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). We encourage applicants from all social backgrounds, ethnicities, disabilities, gender identities and sexual 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.

What makes it great to work here?

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