Private Client Tax Senior

Johnston Carmichael; Dundee; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

Johnston Carmichael in Dundee is seeking a Tax Senior to join our Private Client tax team, working closely with Client Relationship Managers to prepare personal and business tax returns.

You will manage a portfolio of clients, supervise junior staff, and contribute to tax advisory work including CGT, IHT, and succession planning, with a focus on development and leadership.

Qualifications

• ATT/CIOT qualification or near completion preferred.
• Strong leadership qualities and willingness to develop tax knowledge.
• Excellent communication skills with ability to influence others.
• Relevant experience in private client tax or similar role beneficial.
• Positive 'can-do' attitude and teamwork.

Responsibilities

• Managing a portfolio of private client tax matters.
• Preparing Partnership Tax Returns for varied businesses.
• Processing Tax Return information and Self-Assessment returns for clients and trusts.
• Handling loss relief, pension charges and CGT reliefs.
• Completing CGT 60 day property disposals and liaising with HMRC.
• Reviewing returns prepared by tax assistants and supervising staff.
• Scheduling and delegating work to Tax Assistants and students.
• Supporting Tax Manager/Senior Tax Manager and contributing to advisory work.

Skills

ATT/CIOT qualified

Leadership

Excellent communication

Numerical skills

Teamwork

Education

ATT/CIOT qualified or near to completion

Qualified CA (or equivalent)

Job description

Note for Recruitment Agencies:
We prefer to hire directly and we will be in touch with our agency partners if this role is eligible for release.

We do not accept speculative CVs from agencies. Please direct all queries to the recruitment team.

We are looking for a Private Client Tax Seniorto join our team in Dundee / Tayside

Job Purpose:

We are looking to recruit a Tax Senior. As a Tax Senior you will work closely with the Private Client tax team and Client Relationship Managers, assisting in the preparation of personal and business tax returns.

TheTax Senior will be responsible for (but not limited to):

• Managing a portfolio of clients
• Preparing Partnership Tax Returns for a varied portfolio of businesses
• Processing Tax Return information and preparing Self-Assessment Tax Returns for a varied portfolio of clients including trusts
• Dealing with loss relief claims, pensionchargesand capital gains tax reliefs
• Completion of CGT 60 day returns for residential propertydisposals
• Liaising with clients and HM Revenue & Customs in relation to basic tax and national insurance queries
• Checking statements of account, repayments, payments and dealing with clients queriesregardingthese
• Assistingthe tax teams with general tax administration duties
• Providegeneral supportto the wider tax team with theirday to daytasks, asrequired, includingidentifyingand drafting tax advisory assignments such as Capital Gains Tax planning, Inheritance Tax and Succession planning etc
• Reviewing simple tax returns prepared by tax assistants
• Plan, schedule and delegate work to Tax Assistants and students, including developing staff and providing feedback
• Provide support to Tax Manager/Senior Tax Manager, who in turn are managing the team, by liaising with clients,colleaguesand HMRC.

About You:

• The successful candidate will ideally be ATT/CIOT qualified or near to completion (or experience equivalent)
• A leader of your work and your professional learning
• Excellent communication skills with the ability to positivelyimpactand influenceothers
• Relevant experience in this or a similar role ispreferred
• Positive 'can-do' attitude
• A willingness to develop their tax knowledge
• A good levelof numerical, written English, communication and team working skills.
• Excellent communication skills with the ability to positively impact and influence others
• Qualified CA (or equivalent) and above
• Excellent communication skills with the ability to positively impact and influence others
• A leader of your work and your professional learning.

Candidates must have the right to work in the UK permanently and without any restrictions. We are unable to offer visa sponsorship for this role.

Why JC?

Johnston Carmichael helps to build success stories that change lives - whether it’s our clients, our communities, or most importantly, our people, who now number over 900 across the UK.

We work with individuals and businesses all over the country and our expertise covers almost every industry sector. We’re also an independent member firm of Moore Global Network Limited, a global accounting and advisory network of over 37,000 advisers across more than 114 countries.

Everything we do at Johnston Carmichael is underpinned by our four core values – Doing The Right Thing, Standing In Other People’s Shoes, Leading Our Future and Remaining Relevant. We’ve created a range of ways to support our people to make sure every voice is heard, including our People and Culture Forum, and we encourage each of our sharp minds to be leaders of their work and learning. You can read more about our culture and values here.

In the last 10 years we’ve raised more than £450,000 for charity and continuously evolved our commitment to sustainable business practices. We are Gold sponsors of the Kiltwalk and also partner with Netball Scotland and England Netball, creating an enduring impact on the ground in our communities.

Why Tax?

The role of a tax adviser is transforming; technology and legislation present opportunities for us to differentiate ourselves and provide an unsurpassed client service – with more efficiency, greater innovation and deeper insight.

A career in tax at Johnston Carmichael is diverse and challenging, and you’ll be joining an award-winning tax practice, spanning an extensive range of corporate, personal and specialist tax services.

In 2019 we won the 2019 Tolley’s Taxation Award for Best Tax Practice in a Regional Firm, and 2024 saw the team take home another Tolley’s win - Best Private Client Tax Practice, praised by judges for how we put clients “at the heart” of all our work. We do more than crunch numbers - you’ll build close relationships with our clients, truly getting under the skin of their businesses and providing advice and guidance that offers real value.

And, with expertise across a range of industry sectors, there’s no shortage of variety in the work we do. We’re also an independent member firm of Moore Global Network Limited, a global accounting and advisory network of over 30,000 advisers across more than 110 countries, so you’ll have the opportunity to work with businesses all over the globe.

What you can expect

As well as working with a great team of colleagues and enjoying the balance of hybrid and flexible working, we offer a range of benefits to make your time at JC even more fulfilling. Click here to see what’s on offer.

Different backgrounds and different opinions make for more interesting work and better outcomes. We’re sure we don’t have to say this, but we welcome people from all backgrounds, regardless of your heritage, ethnicity, religious beliefs, sexual identity or gender identity. We also actively encourage applications from anyone who’s had an extended time away from paid employment.

Our team is made up of people who’ve taken varied routes through their careers. We’re here to give you the tools, support, and materials to develop your expertise so you can pursue your ambitions. Our JC Aspire learning programme helps everyone reach their personal goals, and we’ve also carefully created our own Leadership Development Programme, which is accredited by the University of Strathclyde Business School at Masters degree level.

We look forward to hearing from you

At Johnston Carmichael we are committed to diversity, equality and inclusion in the workplace. A copy of this policy will be made available on request. We also welcome applications from individuals who have had time away from paid employment.