Personal Tax Assistant

Personal Tax Assistant required for a highly-respected firm of Accountants and Advisers in Edinburgh. This role sits within a very friendly and motivated team, who work collaboratively to support and develop their tax technical knowledge and trusted client offering. They work on a hybrid basis, committing to the same in-office days to maximise team-working and support for all staff.

This is an opportunity to join a sociable and down-to-earth tax team, boasting an excellent attitude to creating a friendly working environment that feeds through to their honest and warm client relationships. The firm also encourages team members to get involved with many sociable and charitable activities and events throughout the year, as well as regular information sharing with clients on relevant tax/accounting changes and insights.

Reporting to management, you will work with a varied portfolio of clients including HNWI’s, partnerships, sole traders, investors and trusts. Key responsibilities will include:

  • Preparing all aspects of tax administration and compliance work through to submission of tax returns
  • Completing personal, partnership and trust tax returns and P11Ds for review
  • Discussing individual tax affairs with clients in meetings, by e-mail and telephone
  • Supporting the tax team with ad hoc client queries and internal projects
  • Developing and maintaining tax technical knowledge

Coming from a technical background in personal tax, mixed-tax or general practice, you will have a minimum of 1-2 years of relevant experience gained in either UK accounting firm or in-house tax team of a UK legal firm. You will be an extremely organised individual with excellent communication skills. Study support can be offered to those keen to pursue ATT/CTA qualification, although this is not essential to succeed in this team.

Excellent salary, benefits and hybrid/compressed working hours on offer. For further information contact Lynsey Kerr on 07960 874 969 or lynsey@lusona.co.uk

Permanent
17 May 2024
Tax
Personal Tax
0141 530 4333