Tax Assistant

April 25, 2025
Urgent

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.

Location