Personal Tax Senior

Lochead Sandford Recruitment Limited; Dunfermline; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Agile working

Hybrid working

25 days holiday + bank holidays

Discretionary annual bonus

Job summary

Lochead Sandford Recruitment Limited is seeking a Personal Tax Senior Associate for their Edinburgh office. The role involves managing a complex personal tax portfolio, ensuring timely tax returns, and overseeing junior staff.

A strong CTA/ACA/ACCA pathway is preferred, with flexibility for hybrid working. The ideal candidate will have up-to-date tax knowledge, proficient IT skills, and the ability to communicate clearly with clients and HMRC.

Qualifications

• Qualified or studying towards CTA/ACA/ACCA.
• Up-to-date knowledge of taxation and standard software packages.

Responsibilities

• Manage a personal tax portfolio including complex cases.
• Ensure tax returns are completed and filed by deadlines.
• Prepare and review P11Ds and related forms.
• Draft letters and communicate with clients and HMRC.

Skills

Communication

Attention to detail

IT skills

Team collaboration

Time management

Education

CTA/ACA/ACCA (studying or qualified)

Tools

Accounts prep

Excel

Word

Job description

**EXCITING NEW TAX OPPORTUNITY**

Our client, a TOP 20 ACCOUNTANCY FIRM, seeks to recruit a suitably experienced Personal Tax Senior Associate to take responsibility for a varied, high quality client portfolio based in their Edinburgh office- good flexible/hybrid working available.

Role:

• Managing a personal tax portfolio including complex cases, HNWIs.
• Ensuring tax returns are completed and filed by the deadline.
• Completion and compliance to all tax return control procedures
• Checking and updating client PAYE codes
• National Insurance calculations
• Dealing with client and HMRC correspondence
• Preparation of trust & partnership returns.
• Undertake more complex CGT calculations
• Undertake income tax planning for the client.
• Preparation of forms P11D and P11D(b).
• Tax responsibility for training junior staff as guided by the tax manager.
• Giving clear and unambiguous instructions.
• Assisting the tax manager to ensure junior staff are managing their portfolio
• Billing clients
• Take responsibility for own training records.
• To manage personal time and working practices to maximize profitability and protect the good reputation of the firm.
• To maintain the highest standards of personal organisation, setting an example to more junior members of staff.
• Maintaining progress reports

Ideal person:

• Qualified or studying towards CTA/ACA/ACCA
• Up to date technical knowledge of taxation and the firm's software packages.
• Awareness of departmental objectives and key performance indicators.
• Awareness of the firm's services and product offering.
• Ability to use sector software, in particular accounts prep, Excel, Word and e-mail systems.
• To be able to draft letters which are commercially sensible and appropriate to the client's situation.
• Adapt to different audiences and able to thoroughly research available data and present findings in a way which can be understood by both clients and staff.
• Willingness to combine the demands of a full time role whilst studying for further qualifications.
• Flexibility in approach to tasks.
• Ability to prioritise own workload.
• Ability to use professional judgement where appropriate.
• Ability to work both independently and as part of a team.
• Have an aptitude for figures and an interest in business and commerce.
• Good communication skills.
• Attention to detail and accuracy of work.
• Good IT skills, including Microsoft Word and Excel and IT applications.

Why join?

Excellent Benefits package:

To our client, you're an individual with unique talents and aspirations, with an excellent benefit packasge designed to support your well-being, foster your professional growth, and recognise your contributions.

• Agile Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days, allowing you to balance your work and personal commitments seamlessly.
• 25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)
• Competitive salary package
• Employee recognition awards: Outstanding Performance Award Bonus discretionary annual bonus, and other recognition initiatives.
• New and improved programme for succession planning and supportive management structure to help you realise your potential
• Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counseling sessions and virtual doctors available for you and your family.

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