At a Glance
- Tasks: Prepare tax returns for private clients and manage tax liabilities.
- Company: Join a supportive team in a leading Private Wealth department.
- Benefits: Enjoy hybrid working, flexible hours, and a focus on wellbeing.
- Other info: Diversity and inclusion are at our core; we welcome all applicants.
- Why this job: Make a real impact while growing your career in a collaborative environment.
- Qualifications: 3 years in personal tax, ATT qualified, and proficient in MS Office.
The predicted salary is between 37129 - 45379 £ per year.
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 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. 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.
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.
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 CCH tax software, is desirable but not essential
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 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. We will offer an interview to candidates with a disability or long-term condition who meet the minimum criteria for this role.
Location: Bristol, Newcastle
Contract Type: Permanent
Work location: Hybrid
Tax and Trust Associate in Bristol employer: Womble Bond Dickinson
Womble Bond Dickinson is an excellent employer, offering a supportive work culture that prioritises diversity, equity, and inclusion. With flexible working arrangements and a strong focus on employee growth, this role as a Pensions Lawyer provides the opportunity to engage with a diverse client base while developing your expertise in pensions law within a collaborative team environment.
StudySmarter Expert Advice🤫
We think this is how you could land Tax and Trust Associate in Bristol
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Womble Bond Dickinson, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Tax and Trust Associate in Bristol
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Womble Bond Dickinson's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Womble Bond Dickinson. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Womble Bond Dickinson!
How to prepare for a job interview at Womble Bond Dickinson
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Womble Bond Dickinson.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Womble Bond Dickinson. It helps to show our commitment!
