Tax Assistant

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.