Private Client Tax Senior - Tayside

Johnston Carmichael; Dundee; Hybrid; GBP 42,000 - 58,000; Full time

Job summary

Johnston Carmichael in Dundee is seeking a Private Client Tax Senior to join our tax team. You will manage a portfolio of clients, prepare personal and business tax returns, and liaise with HMRC.

The role requires ATT/CIOT or CA qualifications (or near completion), strong communication, leadership, and a willingness to develop tax knowledge. We offer hybrid/flexible working and a supportive environment.

Qualifications

• ATT/CIOT qualified or near to completion (or experience equivalent).
• Strong leadership of your work and your professional learning.
• Excellent communication skills with the ability to positively impact and influence others.
• Relevant experience in tax roles is preferred.
• Good numeracy and written English with strong teamwork.
• CA qualification or equivalent and above.

Responsibilities

• 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 clients including trusts.
• Dealing with loss relief claims, pension charges and capital gains tax reliefs.
• Completion of CGT 60 day returns for residential property disposals.
• Liaising with clients and HMRC on basic tax/National Insurance queries.
• Assisting tax teams with general tax administration duties.
• Delegating work to Tax Assistants and students, and developing staff.

Skills

ATT/CIOT qualified

CA qualified

Leadership

Communication skills

Team working

Numerical skills

Education

CA qualification

ATT/CIOT qualification

Job description

We are looking for a Private Client Tax Senior to 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.

The Tax 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.

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.