Assistant Tax Manager

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Personal Tax Assistant Manager required for a large independent CA practice in Edinburgh where the business provides a range of services geared towards providing quality business advice as well as personal financial and tax planning. This role sits within a very friendly and motivated team, who work collaboratively to support and develop in-house technical knowledge and client offering.

Reporting to Partners, you will manage a varied portfolio of clients including HNWI’s, professional partnerships, company Directors, sole traders, investors and trusts. Key responsibilities will include:

  • Managing all aspects of compliance work through to submission of tax returns, including income tax, CGT and IHT
  • All aspects of reviewing and completing personal, partnership and trust tax returns and P11Ds
  • Discussing individual tax affairs with clients in meetings, by e-mail and telephone
  • Assisting the Partners with ad hoc technical matters and tax planning
  • Monitoring budgets, preparation of fees, ensuring deadlines are met and quality standards are adhered to.

Coming from a technical background in Personal / Private Client Tax, you will have a minimum of 3 years of relevant experience gained in either accounting or legal profession. ATT/CTA qualification preferred and experience at review level would be advantageous. Strong communication and team working skills are imperative as is the ability to prioritise workloads and meet strict deadlines.

Salary up to £38,000 (DOE) + Benefits. Our client offers a friendly and professional working environment and flexible/hybrid working arrangements.  For further information contact Lynsey Kerr on 07960 874 969 or lynsey@lusona.co.uk

Permanent
27 June 2022
Tax
Personal Tax
Up to £38,000 (DOE) + Benefits
0141 530 4333