Job Description
Tax Assistant \nA 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.\n\nThe successful candidate can be based at the firm's Edinburgh or Glasgow offices, with 50% hybrid working available.\n\nThe Role\n\nPreparing tax returns for individuals, trusts, charities, and estates.\n\nAdvising clients on tax returns, relevant claims, elections, and tax liabilities.\n\nLiaising with clients to obtain necessary information and funds in a timely manner.\n\nSubmitting tax returns and arranging payments to HMRC within relevant deadlines.\n\nHandling straightforward HMRC enquiries into tax returns and assisting clients with tax settlements or refunds.\nTechnical Skills & Experience\n\nRecent experience in preparing and submitting tax returns for individuals, trusts, charities, and estates.\n\nKnowledge of tax compliance and relevant tax laws.\n\nExperience using tax software and HMRC online systems.\n\nStrong communication skills, with the ability to interact effectively with a range of clients.\n\nInitiative to gather relevant information and complete tasks accurately.\n\nAbility to identify areas outside of expertise and seek appropriate guidance.\n\nProblem-solving skills to provide effective solutions to client needs.\n\nStrong written and verbal advocacy skills.\nBusiness & Work Management\n\nWorks collaboratively within the team to meet objectives within set deadlines and budgets.\n\nComplies with all firm policies and legal/regulatory requirements.\n\nKeeps clients and colleagues updated on relevant developments.\n\nLooks for opportunities to improve processes and working methods.\n\nPrepares effectively for client meetings, calls, and video conferences.\n\nUtilises the firm's information management systems effectively.\nThis role offers the opportunity to develop within a highly regarded tax team, working with a diverse client base and receiving support for professional growth