Tax Assistant Manager

Johnston Carmichael Chartered Accountants and Business Advisers; Dundee; On-site; GBP 45,000 - 65,000; Full time

Job summary

Johnston Carmichael Chartered Accountants and Business Advisers in Dundee, Tayside, is seeking a Private Client Tax Assistant Manager to lead a portfolio of private clients. The role reports to the Tax Partner and Senior Manager, delivering compliance and advisory services with the Private Client tax team.

You will supervise personal tax returns, engage with HMRC on enquiries, and ensure timely delivery within budget.

Qualifications

• Experience delivering private client tax compliance and advisory services.
• Ability to mentor and develop Tax Seniors and Assistants.
• Strong knowledge of UK tax legislation and HMRC processes.
• Ability to manage deadlines and budgets across portfolios.
• Client-facing experience with professional communication.

Responsibilities

• Supervise and manage the personal tax return process for a portfolio of private clients.
• Engage in HMRC correspondence and written negotiations as required.
• Communicate with HMRC to ensure compliance with statutory requirements.
• Meet deadlines within allocated budget and monitor WIP and billing.
• Provide guidance and training to Tax Seniors and Assistants.
• Coordinate with Client Relationship Managers and other teams to deliver a seamless service.

Skills

Leadership

Communication

UK tax

Time management

Education

Qualified Tax Professional

Job description

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 Assistant Manager to join our team in Dundee / Tayside.

Job Purpose:

We are looking to recruit a Tax Assistant Manager who will be responsible for a portfolio of private clients. Working closely with the Tax Partner and Senior Manager to shape and deliver the objectives of the Private Client department. The successful candidate will work closely with the Private Client tax team and Client Relationship Managers, assisting in the delivery of both compliance and advisory services to clients.

The Private Client Tax Assistant Manager will be responsible for (but not limited to):

• Supervision and management of the personal tax return process
• Involvement in written negotiations on HMRC enquiries
• Oral and written communication with HMRC ensuring compliance with the relevant statutory requirements
• Meeting deadlines within the allocated budget
• Billing and WIP management
• Monitoring the tax compliance position using tax administration software, keeping internal control records up to date and ensuring compliance with quality control procedures
• Mentoring and training Tax Seniors and Assistants
• Delegating work to Tax Seniors and Assistants
• Giving regular constructive feedback to those completing work for you
• Liaising with the client service team and with colleagues in other disciplines to provide a co-ordinated service to the client.

About You:

• A leader of your work and your professional learning
• Excellent communication skills with the ability to positively impact and influence others
• Relevant experience in this or a similar role is preferred
• Good working knowledge of UK tax legislation
• Project and time management skills, where they are used to working to tight deadlines and budgets
• The ability and interest in understanding the client’s business.
• Confident in client-facing situations.

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.

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.