Wbg is where ambitious careers are built to last. We’re a growing firm where your name is known, your development is taken seriously, and the work you do from day one makes a real difference and is genuinely valued by clients and colleagues alike. Combining deep expertise with insight-led, technology- enabled solutions, we work together to help our clients achieve stronger outcomes.
Our culture is straightforward. We’re open in how we communicate, supportive in how we work together and ambitious in what we’re building. Grounded, consistent, and focused on doing things well. It’s a place where standards are high, but so is the level of support around you.
JOB SPECIFICATION
Department: Tax
Job Title: Mixed Tax - Senior Tax Advisor
About us
Wbg is where ambitious careers are built to last. We’re a growing firm where your name is known, your development is taken seriously, and the work you do from day one makes a real difference and is genuinely valued by clients and colleagues alike. Combining deep expertise with insight-led, technology-enabled solutions, we work together to help our clients achieve stronger outcomes. Our culture is straightforward. We’re open in how we communicate, supportive in how we work together and ambitious in what we’re building. Grounded, consistent, and focused on doing things well. It’s a place where standards are high, but so is the level of support around you.
About our Tax team
Our Tax team provides a broad range of specialist tax services to individuals and businesses, helping clients understand and meet their tax obligations while identifying opportunities and providing practical advice.
Working closely with clients and colleagues across the Firm, the team combines technical knowledge with a practical, client-focused approach to deliver personal and corporate tax services and provide clear, practical advice.
JOB DESCRIPTION – Senior Tax Advisor
Role Purpose
The Senior Tax Advisor makes an effective and positive contribution to the Firm’s personal and corporate tax advisory services, helping deliver accurate, timely and high-quality work for clients.
The role involves managing client relationships and tax assignments, preparing tax returns and supporting computations, advising clients on relevant tax matters, and working with the Head of Department / Manager to ensure statutory requirements and agreed deadlines are met.
Key Responsibilities
Tax Delivery
- Liaise with the Head of Department / Manager to deliver personal and/or corporate tax returns.
- Prepare tax returns, computations and supporting schedules accurately and efficiently.
- Liaise directly with clients to obtain information, resolve queries and manage deadlines.
- Provide advice to clients and help ensure relevant statutory regulations and obligations are understood.
- Attend client meetings where required.
- Research tax technical issues and apply relevant findings to client matters.
- Manage a portfolio of client work, ensuring assignments are completed to agreed deadlines and, where appropriate, completion and submission targets.
- Maintain accurate client records, working papers and supporting documentation.
- Undertake other appropriate tax-related tasks as directed.
Quality, Workflow and Professional Standards
- Ensure work is accurate, well organised and completed to a consistently high standard.
- Manage workflow and monitor the progress of jobs to ensure work is delivered on time.
- Manage and control work in progress (WIP) on a monthly basis.
- Prepare fees on a monthly basis.
- Keep technically up to date through relevant courses, personal reading and research.
- Handle client information confidentially and in accordance with Firm policies and professional requirements.
Client Service and Business Development
- Build and maintain positive, professional relationships with clients and colleagues.
- Communicate clearly and confidently with clients, including requesting information and explaining tax matters.
- Provide a responsive, client-focused service and identify issues that may affect a client’s tax position.
- Promote the Firm’s tax services and contribute to business development as required.
Teamwork and Reporting
- Work closely with the Head of Department / Manager and colleagues to deliver effective tax services
- Take ownership of allocated work and use initiative to resolve issues, seeking guidance where appropriate.
- Contribute to a co-operative, supportive and high-performing team environment.
Professional Development
- Attend relevant training and development sessions.
- Receive regular coaching, mentoring and feedback from experienced colleagues.
- Develop technical knowledge, professional judgement and client-facing skills.
Skills and Experience
- ATT/CTA qualified or equivalent.
- Appropriate tax experience at this level, typically around two years.
- Experience in personal tax and/or corporate tax is essential.
- Experience managing clients and client assignments.
- Excellent day-to-day use of Microsoft Office applications, including Outlook, Excel and Word.
- Excellent organisational skills and the ability to manage competing priorities and deadlines.
