Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Prepare personal and trustees' tax returns for a diverse client portfolio.
- Company: Join a leading Private Wealth team known for its collaborative expertise.
- Benefits: Enjoy flexible working, health care, life assurance, and volunteering days.
- Why this job: Be part of a supportive culture that values diversity and well-being.
- Qualifications: Experience in personal tax and proficiency in MS Office required; ATT qualification preferred.
- Other info: Hybrid work model available; inclusive recruitment process for all backgrounds.
The predicted salary is between 30000 - 42000 £ per year.
We have a new opportunity to join our esteemed Private Wealth team in Newcastle or Bristol. Working as part of our Tax/Trust Accounting team as a Tax Assistant, you'll take responsibility for a portfolio of clients, preparing personal and trustees' tax returns.
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 role involves preparing tax returns for review, dealing with the day-to-day affairs of your client portfolio, ensuring that engagement letters are in place for clients, and that fees are agreed and billed accordingly. Your client list will include personal, trusts, and estates tax returns. You'll also assist other members of the team in the overall management of client affairs. Experience of trusts and Inheritance Tax is desirable but not essential.
What are we looking for?
- Experience of working within a personal tax environment
- Experience of MS Outlook, Word, and Excel
- A relevant professional qualification such as ATT
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, full-time or part-time working patterns.
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, 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 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.
Alongside a competitive salary you'll receive a flexible benefits package so you can choose and vary the benefits that matter most to you.
Benefits:
- Pension
- Health Care
- Life Assurance
- Volunteering Days
- Carbon Offsetting
- Flexi-working
- Holiday-purchase
Tax Assistant (1064) employer: Womble Bond Dickinson
Contact Detail:
Womble Bond Dickinson Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Assistant (1064)
✨Tip Number 1
Familiarise yourself with the specific tax regulations and practices relevant to personal tax and trusts. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the tax field, especially those who work in private wealth management. Attend industry events or join online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 3
Prepare thoughtful questions about the team dynamics and the company's approach to client management. This shows your enthusiasm for the role and helps you assess if it's the right fit for you.
✨Tip Number 4
Highlight any relevant experience you have with MS Outlook, Word, and Excel during your discussions. Being proficient in these tools is crucial for the role, and showcasing your skills can set you apart from other candidates.
We think you need these skills to ace Tax Assistant (1064)
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements of the Tax Assistant position. Highlight key skills such as experience in personal tax environments and familiarity with MS Office applications.
Tailor Your CV: Customise your CV to reflect relevant experience and qualifications that align with the job. Emphasise any previous roles in tax preparation, client management, or related fields, and ensure your professional qualifications like ATT are prominently displayed.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific reasons why you want to join their Private Wealth team and how your skills can contribute to their mission of protecting clients' wealth.
Proofread Your Application: Before submitting, carefully proofread your application materials for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial in a tax-related role.
How to prepare for a job interview at Womble Bond Dickinson
✨Know Your Tax Basics
Brush up on your knowledge of personal tax, trusts, and Inheritance Tax. Being able to discuss these topics confidently will show that you understand the core responsibilities of a Tax Assistant.
✨Familiarise Yourself with Relevant Software
Since experience with MS Outlook, Word, and Excel is essential, make sure you're comfortable using these tools. You might be asked about how you've used them in previous roles, so have some examples ready.
✨Demonstrate Team Collaboration Skills
The role involves working closely with a team of professionals. Be prepared to discuss how you've successfully collaborated with others in the past and how you can contribute to a team environment.
✨Show Your Commitment to Diversity and Inclusion
As the company values diversity and inclusion, be ready to share your thoughts on these topics. Discuss any experiences you have that demonstrate your commitment to creating an inclusive workplace.
