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 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.

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 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.

This is a great opportunity to immerse yourself in engaging work, where you'll enjoy direct client contact and 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:

• 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

Experience of trusts and Inheritance Tax is desirable but not essential.

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. 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.