Personal Tax Assistant

Tax Assistant – Edinburgh (Hybrid) | Up to £30,000 + Study Support

Are you a detail-driven tax professional looking to join a highly respected private client and trust advisory team? This is a unique opportunity to build your tax career within a prestigious legal and tax planning firm known for its tailored and personal approach to client service.

Working with individuals, families, trustees, business people, landowners, and charities, our client offers a truly bespoke service that guides clients through complex personal and financial matters.

The Opportunity

We are now seeking a Tax Assistant to join their Edinburgh office on a full-time, permanent basis. Hybrid working is offered, allowing you to combine office-based collaboration with the flexibility of remote working.

This role would suit a candidate with some prior experience in personal or trust tax compliance, who is eager to grow within a supportive, knowledgeable team. Whether you’re ATT qualified, studying towards it, or simply bring strong practical experience – we want to hear from you.

Key Responsibilities

  • Prepare and complete Personal, Trust and Estate Tax Returns

  • Advise clients and trustees on Income Tax and Capital Gains Tax

  • Compile schedules of investment income and Capital Gains

  • File returns and liaise with HMRC to ensure accurate tax liability agreement

  • Maintain tax records and support clients on payment and repayment queries

  • Conduct annual reviews of client files and proactively identify tax planning opportunities

  • Stay current with tax legislation and contribute to best practice within the team

What We're Looking For

  • Prior experience in tax administration or a similar role (personal or trust tax ideally)

  • Numerate with strong attention to detail and excellent processing skills

  • Competent in Microsoft Office (Excel especially)

  • Proactive, well-organised, and able to work independently or as part of a team

  • ATT qualification (or studying towards it) is advantageous but not essential

  • Willingness to pursue further professional development – study support is offered

Why Apply?

  • Join a respected firm offering genuine career progression

  • Work alongside industry leaders in tax, legal, and estate planning

  • Hybrid working model and flexible approach to work-life balance

  • Opportunity to specialise in high-quality private client and trust work

  • Study support for professional tax qualifications available


Apply now to take the next step in your career with a firm that is trusted, people-focused, and deeply committed to excellence.

Permanent
3 April 2025
Tax
Personal Tax
up to £30,000 + Benefits
0141 530 4333