Job Description
Tax Assistant
A well-established professional services firm is currently recruiting for a Tax Assistant to join their Tax team. The team consists of a Senior Manager and two Tax Assistants, all based in Edinburgh, working on a portfolio of high-net-worth individuals, trusts, estates, and other private clients.
The successful candidate can be based at the firm’s Edinburgh or Glasgow offices, with 50% hybrid working available.
The Role
- Preparing tax returns for individuals, trusts, charities, and estates.
- Advising clients on tax returns, relevant claims, elections, and tax liabilities.
- Liaising with clients to obtain necessary information and funds in a timely manner.
- Submitting tax returns and arranging payments to HMRC within relevant deadlines.
- Handling straightforward HMRC enquiries into tax returns and assisting clients with tax settlements or refunds.
Technical Skills & Experience
- Recent experience in preparing and submitting tax returns for individuals, trusts, charities, and estates.
- Knowledge of tax compliance and relevant tax laws.
- Experience using tax software and HMRC online systems.
- Strong communication skills, with the ability to interact effectively with a range of clients.
- Initiative to gather relevant information and complete tasks accurately.
- Ability to identify areas outside of expertise and seek appropriate guidance.
- Problem-solving skills to provide effective solutions to client needs.
- Strong written and verbal advocacy skills.
Business & Work Management
- Works collaboratively within the team to meet objectives within set deadlines and budgets.
- Complies with all firm policies and legal/regulatory requirements.
- Keeps clients and colleagues updated on relevant developments.
- Looks for opportunities to improve processes and working methods.
- Prepares effectively for client meetings, calls, and video conferences.
- Utilises the firm’s information management systems effectively.
This role offers the opportunity to develop within a highly regarded tax team, working with a diverse client base and receiving support for professional growth.
