Tax Associate

Overview

In this role you will prepare tax returns for private clients and WBD Partners, manage tax payments, and liaise with internal and external contacts under supervision. You’ll ensure compliance with tax laws and provide ad hoc personal tax advice. The position offers significant ownership and growth within a collaborative Private Wealth team. It combines expert technical work with a supportive culture that values wellbeing and flexible working. This is an opportunity to contribute to a trusted private wealth practice while advancing your career in a flexible, inclusive environment.

Pay / Benefits

• hybrid working policy
• flexible working
• wellbeing resources
• inclusive culture (DEI)

Responsibilities

• Prepare tax returns for private clients and WBD Partners
• Arrange payments of tax liabilities
• Coordinate with internal and external contacts to deliver work
• Ensure compliance with relevant tax law
• Provide ad hoc personal tax advice throughout the year

Key requirements

• 3 years’ experience in a personal tax environment
• ATT qualified
• Proficient in MS Outlook, Word and Excel
• Experience with partners’ self-assessment tax returns
• Experience of trusts and Inheritance Tax; CCH tax software desirable but not essential

• collaboration
• communication
• adaptability
• MS Outlook
• MS Word
• MS Excel

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