Personal Tax Senior

Clark Wood - Tax Recruitment; City of Edinburgh; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A well-established firm of accountants is looking for a Senior Associate to join their tax team in Edinburgh. The ideal candidate will manage tax returns for high-net-worth clients, handle compliance tasks, and liaise with HM Revenue & Customs. This position offers a flexible working environment, with the option to work remotely up to three days a week, and excellent benefits including a pension scheme and 25 days of annual leave.

Benefits

Contributory pension scheme

25 days annual leave

Profit-Sharing Plan

Paid overtime or time off in lieu

Qualifications

• Experience in managing compliance for client portfolios.
• Ability to problem solve and use initiative.
• Experience in providing advisory work related to tax.

Responsibilities

• Manage tax returns for a portfolio of high-net-worth clients.
• Prepare tax computations and respond to client inquiries.
• Liaise with HM Revenue & Customs regarding client affairs.

Skills

Self-motivated

Excellent organisational skills

Excellent IT skills

Confident communicator

Job description

A well-established firm of accountants in Edinburgh are seeking a Senior Associate to join their growing tax team.

You will be responsible for a portfolio of high-net-worth private clients, including trusts, partnerships and non-UK domiciliaries. The role will include the preparation of tax returns for those clients, preparation of business tax and CGT computations, preparing responses to client queries and dealing with HM Revenue & Customs in connection with the clients’ affairs.

The Ideal Candidate:

• Self-motivated, committed, and flexible team player, with a positive and enthusiastic attitude and the ability to work with stretching targets and deadlines.
• Experience in running the day-to-day compliance affairs of a portfolio of clients reporting to a portfolio manager.
• Experience of supporting the delivery of ad hoc advisory work connected to the client.
• The ability to use their own initiative and to problem solve.
• Excellent organisational and interpersonal skills and provide accurate work in a timely and cost-effective manner.
• Confident communicator to liaise with the client, intermediaries and other internal departments to gather the clients tax return information to complete their annual return.
• Excellent IT skills.

What’s On Offer:

• A 35-hour working week with a hybrid working policy with the flexibility to work from home for up to three days per week (core hours are 10-4)
• Excellent benefits including contributory pension scheme, 25 days annual leave, Life Assurance cover and great flexible benefits and family friendly policies,
• Eligibility for the firm’s Profit-Sharing Plan. Paid in December.
• Paid overtime or time off in lieu.

For further details about this opportunity in Edinburgh, please contact Hannah Dolan at Clark Wood: [e-mail] / 07534 842108

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