We have an excellent opportunity to join 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 a portfolio of clients, preparing personal and trustees' 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.
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.
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?
We are of course looking for someone with previous experience of working within a personal tax environment and a relevant professional tax qualification such as ATT or CTA would be desirable. You'll be well-versed in the use of MS Outlook, Word and Excel and knowledge of CCH Personal Tax would be great. Professional communication is an essential part of this role, so a confident telephone manner and personable approach are both required. You'll also need be able to work closely with your team members in delivering a first class service to our clients. A working knowledge and understanding of trust accounts would also be useful, but we can support you with training in this area.
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 an 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). Find out more about ED&I at WBD here. 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 on the right hand side of this page.
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.