Private Wealth Tax Specialist

2 days ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Womble Bond Dickinson (UK) LLP Full time

We have an exciting opportunity for a Private Wealth Tax Specialist to join our team in Newcastle or Bristol. As a key member of our Tax/Trust Accounting team, you will be responsible for preparing tax returns, managing client relationships, and ensuring that all tasks are completed efficiently.

Your main responsibilities will include:

  • Preparing and reviewing tax returns for clients
  • Managing client portfolios, including personal and trusts tax returns
  • Ensuring that engagement letters are in place and fees are agreed and billed accordingly

You will work closely with our team to ensure that all tasks are completed to a high standard. Experience of trusts and Inheritance Tax is desirable but not essential.

Salary: £40,000 - £60,000 per annum, based on location and experience.



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