Personal Tax Assistant

iMultiply; Dunfermline; On-site; GBP 26,000 - 36,000; Full time

Benefits offered by this job

Workplace pension

Life assurance

Employee wellbeing programmes

Discounts and perks

Personal development meetings

ESG and health initiatives

Job summary

iMultiply in Dunfermline is seeking a tax assistant to support a portfolio of small clients and assist in preparing tax computations, liaise with HMRC, and help deliver compliant submissions. This is a hands-on role in a friendly practice, offering practical experience in personal and corporate tax and room to grow within the tax team.

You will work with the audit and accounting colleagues, use Excel and tax software, and develop client-management skills while meeting deadlines in a supportive,

Qualifications

• At least 2 years’ experience within a UK tax team.
• Studying towards a tax qualification or ATT qualified.
• Strong technical knowledge of UK corporation and personal tax.
• Proficient in Excel and MS Office; familiarity with tax software preferred.
• Ability to work independently and meet deadlines.
• Effective written and oral communication.

Responsibilities

• Prepare corporate and personal tax computations supporting HMRC submissions
• Assist in drafting proposals for new client engagements
• Coordinate tax payments, loss relief claims, and capital allowances
• Keep up-to-date with UK tax legislation and regulations
• Communicate with HMRC on behalf of clients, both orally and in writing
• Handle administrative tasks such as scanning, filing, and maintaining tax documentation
• Liaise with the audit and accounting teams to ensure integrated service delivery
• Manage a small portfolio of clients, ensuring timely filings and identifying tax-saving opportunities
• Contribute positively to the team environment, supporting colleagues and taking ownership of tasks

Skills

UK tax experience

Strong communication

Independent working

Deadline management

Education

ATT qualification / tax qualification in progress

CTA qualification in progress (preferred)

Tools

Excel

MS Office

Tax software

Job description

Are you ready to play a vital role in supporting clients with their tax needs?

The Practice

A well-established, independent firm of accountants and business advisors operating across a central region of the UK. The firm has a strong reputation for providing clear advice and long-term support to a diverse range of clients, including owner-managed businesses, SMEs, and larger corporations. With a team of over 100 staff and a commitment to professional development, the organisation values a collaborative environment and personal growth.

The Role

This is a varied and supportive position suited for someone looking to grow within personal and corporate tax. You will assist in preparing tax computations, liaise with HMRC, and help manage a portfolio of small clients. The role aims to provide practical experience and opportunities to develop technical skills and client management abilities.

• Prepare corporate and personal tax computations supporting HMRC submissions
• Assist in drafting proposals for new client engagements
• Coordinate tax payments, loss relief claims, and capital allowances
• Keep up-to-date with UK tax legislation and regulations
• Communicate with HMRC on behalf of clients, both orally and in writing
• Handle administrative tasks such as scanning, filing, and maintaining tax documentation
• Liaise with the audit and accounting teams to ensure integrated service delivery
• Manage a small portfolio of clients, ensuring timely filings and identifying tax-saving opportunities
• Contribute positively to the team environment, supporting colleagues and taking ownership of tasks

The Person

A capable professional with solid UK tax experience, eager to develop further, and committed to delivering high-quality service. The right candidate will be well-organised, commercially aware, and a good communicator.

Mandatory

• At least 2 years’ experience within a UK tax team
• Studying towards a tax qualification or ATT qualified
• Strong technical knowledge of UK corporation and personal tax
• Proficient in Excel and MS Office; familiarity with tax software preferred
• Ability to work independently and meet deadlines
• Effective communicator, both written and orally

Preferred

• CTA qualification or progress towards it
• Experience with tax planning, compliance, and HMRC procedures
• Exposure to accounting software such as Sage, Xero, or QuickBooks
• Knowledge of tax automation and reporting tools
• Experience working in SME or practice environments

ON OFFER

This is a full-time, permanent role based in a friendly office environment in the Dunfermline area. The organisation offers a competitive salary package and a range of benefits designed to support your career and personal life. Opportunities for professional development are built into the role, ensuring continuous growth.

• Workplace pension scheme and three times life assurance
• Employee assistance and wellbeing programmes
• High street discounts and online perks
• Regular personal development meetings
• Participation in ESG and health initiatives

iMultiply is committed to diversity and will promote diversity for all employees, workers and applicants. iMultiply will treat everyone equally and will not discriminate on the grounds of an individual's 'protected characteristic’.