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, and 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.
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