* 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 enquires from HMRC into tax returns, and liaising with clients to settle liabilities and arrange for any overpaid tax to be reclaimed., 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., Shepherd and Wedderburn, is committed to protecting the privacy and security of your personal information that we collect as a "data controller". The information provided by you will be processed in accordance with our GDPR Privacy Notice for Applicants and Work Experience Students. If you are successful in obtaining paid employment with us, we will hold your information in accordance with our Privacy Notice and Data Retention Policy for Personnel, which will be provided to you at the relevant time.
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.
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.