Tax Senior - Newcastle
We have a brand new opportunity to join our esteemed Private Wealth team in Newcastle. 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.
You will be preparing tax returns for review, 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, partners, trusts and estates with some international exposure. You'll also assist other members of the tax team in the overall management of client affairs. Experience of trusts and Inheritance Tax is desirable but not essential.
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.
Womble Bond Dickinson is a full-service transatlantic law firm, created on 1 November 2017 through the combination of UK firm Bond Dickinson and US firm Womble Carlyle.
A Top 100 law firm globally and Top 20 law firm in the UK, Womble Bond Dickinson has more than 420 partners and 1,000 lawyers based across 16 US cities and eight UK cities including a significant presence in London. The firm's reach also extends to Europe where it has strategic partnerships with other law firms in Germany and France.
In the UK, Womble Bond Dickinson advises in excess of 40 FTSE 350 companies, many of the largest businesses in the country, government organisations and wealthy individuals. With a focus on eleven key sectors (Energy & Natural Resources; Financial Institutions; Healthcare; Insurance, Manufacturing; Real Estate; Retail and Consumer; Transport, Logistics & Infrastructure; Pharmaceuticals, Biotechnology & Life Sciences; Technology and Private Wealth) the firm’s experience allows it to build strong relationships and deliver an excellent service to clients.
What are we looking for?
We are of course looking for someone with previous experience of working within a personal tax environment and a relevant professional tax qualification such as ATT or CTA would be desirable. You'll be well-versed in the use of MS Outlook, Word and Excel and knowledge of CCH Personal Tax would be great. Professional communication is an essential part of this role, so a confident telephone manner and personable approach are both required. You'll also need be able to work closely with your team members in delivering a first class service to our clients. A working knowledge and understanding of trust accounts would also be useful, but we can support you with training in this area.
Why Womble Bond Dickinson?
We've recently been recommended as a top tier law firm across 76 practice areas in the Chambers UK Guide to Law Firms. We've won various awards this year and have an Investors in People accreditation.
In addition, through our D&I practices and programmes we work hard to ensure that difference is visibly valued and welcomed. Visit our D&I page to find out more.
Our offices are all impressive and looked after by our great Facilities and Guest Services team. We have a catering company who run our onsite delis and our forward thinking IT team are always updating our systems. As you'd expect in a firm our size you'll receive a comprehensive benefits package which you can manage personally.
But most of all – it's our people and culture that make it a great place to work.
If you would like to join a committed, talented and dynamic team, who go the extra mile to provide excellent service, then please get in touch to find out more. If you have any questions, please do not hesitate to contact me, Lisa Gater.
If this isn't the role for you (or the right time) why not connect with me on LinkedIn or follow us on Twitter to keep up to date with all of our opportunities. We also have a Facebook page.