Personal Tax & Asset Protection Associate

Morton Fraser LLP; Glasgow; Hybrid; GBP 23,000 - 28,000; Full time

Benefits offered by this job

Pension Scheme

Private Medical Insurance (BUPA Twist)

Holidays 25 days + 9 holidays

Tax Efficient Car Lease Scheme

Cycle to Work Scheme

Life Assurance

Income Protection

Retail Discounts

Job summary

Morton Fraser MacRoberts is seeking a Personal Tax Assistant to provide personal tax compliance and administrative support to the Tax Department, handling a portfolio including deceased estates, individuals and trusts, and assisting in Self-Assessment tax returns.

The role requires a solid grasp of UK personal taxation, including Scottish Income Tax, and a commitment to delivering excellent client service; you will liaise with HMRC and maintain accurate records using tax software.

Qualifications

• Strong academic background including Mathematics and English.
• Experience dealing with tax reporting for deceased estates.
• Experience preparing Self-Assessment tax returns and HMRC correspondence.
• Experience working to deadlines in a professional services environment.
• Experience using tax software and Microsoft Office.

Responsibilities

• Provide personal tax compliance and administrative support for deceased estates, individuals, and trusts.
• Assist in preparing Self-Assessment tax returns.
• Liaise with HMRC and manage tax administration tasks.
• Maintain accurate client records and tax software databases.
• Support billing and engagement administration where required.

Education

Strong academic background including Mathematics and English

Tools

Tax software

Microsoft Office

Job description

Morton Fraser MacRoberts is seeking a Personal Tax Assistant to provide personal tax compliance and administrative support to the Tax Department, handling a portfolio including deceased estates, individuals and trusts, and assisting in Self-Assessment tax returns.

The role requires a solid grasp of UK personal taxation, including Scottish Income Tax, and a commitment to delivering excellent client service; you will liaise with HMRC and maintain accurate records using tax software.