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Tax Associate

Greater Bristol Area, United Kingdom Full-time Posted 2 days ago

You'll be responsible for preparing tax returns for our private clients and the WBD Partners, and arranging payments of tax liabilities, working with external and internal contacts on the delivery of that work, under the supervision of managers. You will ensure compliance with all relevant tax law and provide ad hoc advice on personal tax-related queries throughout the year.


This is a great opportunity to immerse yourself in varied and engaging work, where you'll take on significant responsibility. You'll be part of a supportive team that values collaboration and mutual growth.


There is opportunity to progress, within a very clear but flexible career structure


What are we looking for?


To be successful in this role you'll need as a minimum:

  • 3 years' previous experience of working within a personal tax environment
  • To be ATT qualified
  • To be proficient in the use of MS Outlook, Word and Excel
  • Experience of the issues associated with preparing partners self-assessment tax returns

Experience of trusts and Inheritance Tax, and CCH tax software, is desirable but not essential


What makes it great to work here?


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.

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, neurodiversity, 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 DEI 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.


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