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- Tasks: Prepare self-assessment tax returns and manage tax liabilities for WBD Partners.
- Company: Join a leading Private Wealth team known for its collaborative approach and expertise.
- Benefits: Enjoy hybrid working, flexible hours, and a supportive team environment.
- Why this job: Take on significant responsibility in a role that fosters personal and professional growth.
- Qualifications: 3 years' experience in personal tax and proficiency in MS Office required.
- Other info: Opportunity to supervise and develop Tax Apprentices while working with a dedicated team.
The predicted salary is between 36000 - 60000 £ 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 esteemed Private Wealth team in either Newcastle or Bristol.
Working as part of our Tax & Trust Accounting team as a Tax Senior, you\’ll take responsibility for the preparation of the WBD Partners\’ self-assessment tax returns.
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
Our Private Wealth 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. For law firms, this is a pretty unique 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 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 the WBD Partners\’ self-assessment tax returns 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.
You\’ll also help supervise and develop our two Tax Apprentices.
This is a great opportunity to immerse yourself in engaging work, where you\’ll take on significant responsibility. You\’ll be part of a supportive team that values collaboration and mutual growth.
What are we looking for?
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 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 CCHtax 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, emphasizing 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). Find out more about DEI at WBD here.
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 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.
We are an in-house recruitment team and will always aim to fill our roles directly in the first instance. If you\’re an agency, please click here for ways that you can work with us.
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Tax Senior employer: Womble Bond Dickinson
Contact Detail:
Womble Bond Dickinson Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Senior
✨Tip Number 1
Network with professionals in the tax and accounting field, especially those who work in private wealth. Attend industry events or webinars to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest tax laws and regulations relevant to personal tax and self-assessment returns. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Consider reaching out to current or former employees of our Private Wealth team on platforms like LinkedIn. They can provide insights into the team culture and expectations, which can help you tailor your approach.
✨Tip Number 4
Prepare to discuss your experience with tax software during the interview. Even if you haven't used CCH tax software specifically, being able to articulate your proficiency with similar tools will be beneficial.
We think you need these skills to ace Tax Senior
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in personal tax environments, particularly any work related to self-assessment tax returns. Use specific examples to demonstrate your skills and achievements.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role within the Private Wealth team. Mention your understanding of the importance of collaboration in achieving client success.
Highlight Relevant Skills: In your application, emphasise your proficiency with MS Outlook, Word, and Excel, as well as any experience you have with CCH tax software. If you have knowledge of trusts and Inheritance Tax, be sure to include that too.
Showcase Your Teamwork Abilities: Since the role involves working closely with a team, provide examples of how you've successfully collaborated with others in previous positions. This will demonstrate your ability to contribute to a supportive team environment.
How to prepare for a job interview at Womble Bond Dickinson
✨Showcase Your Tax Knowledge
Make sure to brush up on your knowledge of personal tax, especially regarding self-assessment tax returns. Be prepared to discuss specific cases or scenarios you've handled in the past, as this will demonstrate your expertise and experience in the field.
✨Familiarise Yourself with the Team Structure
Understand the dynamics of the Private Wealth team, including the roles of lawyers, accountants, and financial advisors. This will help you articulate how you can contribute to the team's collaborative approach and support their clients effectively.
✨Prepare for Technical Questions
Expect questions related to trusts, Inheritance Tax, and the use of CCH tax software. Even if you don't have direct experience with all these areas, showing a willingness to learn and adapt can impress the interviewers.
✨Discuss Your Supervisory Experience
Since the role involves supervising Tax Apprentices, be ready to talk about any previous mentoring or supervisory roles you've held. Highlight your ability to develop others and foster a supportive learning environment.
