Shepherd and Wedderburn are currently recruiting for a Tax Assistant to join our Tax team. The current team structure consists of a Senior Manager and two Tax Assistants all based in Edinburgh. The team works on a portfolio of high net worth individuals and other individual clients of the firm, together with a large number of trusts and estates.
The successful candidate can be based at our Edinburgh, Glasgow or Aberdeen offices with 50% hybrid working.
The role
* Preparation of tax returns for individuals, trusts, charities and estates.
* Advising clients in relation to their tax returns, relevant claims and elections, and tax liabilities.
* Liaising with clients to ensure that all necessary information and funds are obtained timeously.
* Submitting tax returns and arranging payments to HMRC within relevant time limits.
* Dealing with straightforward enquiries from HMRC into tax returns, and liaising with clients to settle liabilities and arrange for any overpaid tax to be reclaimed.
Technical Skills/Experience
* Recent experience of preparing and submitting tax returns for individuals, trusts, charities and estates.
* Experience of advising clients in relation to tax compliance.
* Experience in the use of tax software and HMRC online forms.
* Demonstrates appropriate knowledge of tax compliance and tax law.
* Ability to communicate successfully with a wide range of clients.
* Demonstrates initiative to obtain relevant information to complete tasks.
* Able to identify issues outside their expertise and seek appropriate advice.
* Produces a solution best addressing the client’s requirements.
* Effective spoken and written advocacy skills.
Business/Work Management
* Works as part of a team to meet objectives within agreed timescales and budgets.
* Complies with all firm policies and procedures, including financial, legal and regulatory requirements.
* Keeps clients and colleagues up-to-date with latest developments where appropriate.
* Implements improvements in working methods.
* Prepares well for phone or video calls and meetings with clients and colleagues.
* Makes effective use of the firm’s information management systems.
Other Information
If you would like further information on the role or require accommodations to make your application please contact cara.harper@shepwedd.com.
At Shepherd and Wedderburn we strive to provide a supportive, inclusive and high performance working environment, where everyone feels they belong. Diversity and inclusion is at the heart of our business and we therefore welcome applicants from different backgrounds to all levels of the organisation. To foster inclusivity we particularly encourage applications from those who may be from underrepresented groups, including candidates from Black, Asian and minority ethnic backgrounds, LGBT+ people, people with disabilities or who are neurodivergent and those from lower socio-economic backgrounds.
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