Tax Assistant (1064)

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., You'll be 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., Find out more about our Responsible Business initiatives here, including our net zero goals, local community engagement and social inclusion

• Experience of working within a personal tax environment
• Experience of MS Outlook, Word and Excel
• A relevant professional qualification such as ATT
  
  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.

Alongside a competitive salary you'll receive a flexible benefits package so you can choose and vary the benefits that matter most to you, Pension Health Care LifeAssurance Volunteering Days CarbonOffsetting Flexi-working Holiday-purchase Learn more