Personal Tax Senior

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

Benefits offered by this job

Agile Working

25 days holiday

Competitive salary package

Employee recognition awards

Succession planning programme

Employee Assistance Programme

Job summary

Lochead Sandford Recruitment Limited is seeking a Personal Tax Senior Associate for a TOP 20 accountancy firm based in Edinburgh with good flexible/hybrid working available.

You will manage a personal tax portfolio including complex cases (HNWIs), ensure returns are filed by deadlines, and contribute to training junior staff while maintaining the firm's high standards of client service.

Qualifications

• CTA/ACA/ACCA or studying towards relevant qualification.
• Up-to-date taxation knowledge and familiarity with firm software packages.
• Awareness of departmental KPIs and service offerings.

Responsibilities

• Manage a personal tax portfolio including complex cases and HMRC correspondence.
• Ensure tax returns are completed and filed by deadlines.
• Oversee P11D/P11D(b) duties and CGT calculations where required.
• Mentor/train junior staff and monitor progress with the tax manager.
• Billing clients and maintaining accurate records.

Skills

CTA/ACA/ACCA

Attention to detail

Communication skills

IT proficiency

Education

CTA/ACA/ACCA studying

Tools

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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