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: Inclusive culture with strong DEI initiatives and career progression opportunities.
- Why this job: Take on significant responsibility and grow within a collaborative environment.
- Qualifications: 3 years in personal tax, ATT qualified, 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.
Location: Bristol, Newcastle
Contract Type: Permanent
Work location: Hybrid
Tax and Trust Associate 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.
