Tax Assistant Specialist

2 days ago


Bristol, Bristol, United Kingdom Womble Bond Dickinson (UK) LLP Full time

We are seeking a highly skilled and experienced Tax Assistant to join our dynamic Private Wealth team in the UK. The role offers an exciting opportunity to work as part of our collaborative tax/trust accounting team.

About the Team

Our Private Wealth team is a unique environment consisting of lawyers, accountants, financial advisors, and tax specialists who work together to deliver exceptional service to our clients.

About the Role

As a Tax Assistant, you will be responsible for preparing tax returns for review, managing client portfolios, ensuring engagement letters are in place, and fees are agreed and billed accordingly. Your client list will include personal, trusts, and estates tax returns. Experience with trusts and Inheritance Tax is desirable but not essential.

Key Responsibilities:
  • Preparing tax returns for review
  • Managing client portfolios
  • Ensuring engagement letters and fees are in place
Requirements:
  • Experience working in a personal tax environment
  • Proficiency in MS Outlook, Word, and Excel
  • Rlevant professional qualification such as ATT
Estimated Salary: £42,500 per annum

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