At a Glance
- Tasks: Join our Private Wealth team as a Tax Senior, managing client portfolios and preparing tax returns.
- Company: Womble Bond Dickinson is a leading law firm known for its collaborative approach and esteemed expertise.
- Benefits: Enjoy hybrid working, flexible hours, and a supportive culture focused on health and wellbeing.
- Why this job: Be part of a unique team that values diversity and offers full-service advice to high net-worth clients.
- Qualifications: Minimum 3 years in personal tax, proficient in MS Office, and experience managing client lists.
- Other info: We promote an inclusive recruitment process and welcome applicants from all backgrounds.
The predicted salary is between 36000 - 60000 ÂŁ per year.
We have an excellentopportunityto joinouresteemed Private Wealthteamin either Newcastle or Bristol.Workingas part ofourTax/Trust & Accountingteamas aTaxSenior, you’ll takeresponsibilityfor aportfolioof clients, preparing personal and trustees’taxreturns. 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. The role You will be preparing tax returns for review and undertaking peer reviews. Dealing with the day to day tax 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 high net-worth individuals, company directors, trusts and estates with some international exposure. You’ll also assist other members of the tax team in the overall management of client affairs. Experience of trusts and Inheritance Tax is desirable but not essential. What are we looking for? To be successful in this role you’ll need as a minimum: Minimum of 3 years’ previous experience of working within a personal tax environment Well-versed in the use of MS Outlook, Word and Excel Experience of handling your own client list What makes it great to work here? We continuallywork hard to create an open culturethatsetsusapart from other firms.Ourculture givesusmuch more of a humanfeel,emphasisingthatwe’re more than just suits! As signatoriesto the Mindful Business Charter, it’s important to usthatourpeople are able to maintain healthy and happy lives, both in and out of work. We have a number of resources andinitiativesdesigned tosupporthealth and wellbeing and we’re very happy to talk flexible working, full-time or part-time working patterns. Through our DEI initiativeswe create anenvironment in which difference is valued. We have an Diversity, Equity and InclusionGroup, led by ourBoard Sponsor, which workswithourcolleague 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 constantdialoguewithourpeople about how we expandournetworks to bettersupporteverybody). Find out more aboutED&I at WBD here. We encourageapplicants from all social backgrounds,ethnicities,disabilities, genderidentities and sexualorientations. 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, pleaseclick herefor ways that you can work with us. JBRP1_UKTJ
Womble Bond Dickinson | Tax Senior employer: Womble Bond Dickinson
Contact Detail:
Womble Bond Dickinson Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Womble Bond Dickinson | Tax Senior
✨Tip Number 1
Familiarize yourself with the specific tax regulations and practices relevant to high net-worth individuals and trusts. This knowledge will not only help you stand out during the interview but also demonstrate your commitment to understanding the unique needs of the clients you'll be working with.
✨Tip Number 2
Network with professionals in the private wealth sector, especially those who work in tax roles. Attend industry events or join relevant online forums to connect with others in the field, which can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Highlight your experience with client management and your ability to handle a diverse portfolio. Be prepared to discuss specific examples of how you've successfully managed client relationships and resolved any challenges that arose.
✨Tip Number 4
Research Womble Bond Dickinson's culture and values, particularly their commitment to diversity, equity, and inclusion. Be ready to share how your personal values align with theirs and how you can contribute to maintaining a positive and inclusive workplace.
We think you need these skills to ace Womble Bond Dickinson | Tax Senior
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Tax Senior position. Understand the responsibilities, required experience, and the unique aspects of working within the Private Wealth team.
Tailor Your CV: Customize your CV to highlight your relevant experience in personal tax environments. Emphasize your familiarity with MS Outlook, Word, and Excel, as well as any experience handling client portfolios.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the firm's culture and values. Mention your interest in flexible working arrangements and how you can contribute to the team's success.
Highlight Your Soft Skills: In your application, emphasize your interpersonal skills and ability to work collaboratively within a diverse team. Mention any experience you have with high net-worth individuals or trusts, as this will be valuable in the role.
How to prepare for a job interview at Womble Bond Dickinson
✨Understand the Role
Make sure you have a clear understanding of the responsibilities of a Tax Senior. Familiarize yourself with preparing personal and trustees' tax returns, as well as managing client portfolios. This will help you answer questions confidently.
✨Showcase Your Experience
Highlight your previous experience in a personal tax environment, especially if you have handled your own client list. Be prepared to discuss specific examples of how you've managed tax affairs for high net-worth individuals or trusts.
✨Emphasize Flexibility
Since the company values flexible working arrangements, be open about your preferences regarding part-time or hybrid work. Discuss how you can maintain productivity while working from home or in the office.
✨Cultural Fit
Demonstrate your alignment with the company's culture by discussing your commitment to diversity, equity, and inclusion. Share any experiences that reflect your values and how you can contribute to a positive team environment.