Tax Associate - Advisory - Private Client

Gillespie Macandrew LLP; City of Edinburgh; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

Gillespie Macandrew LLP in Edinburgh invites a Tax Associate to join its Private Client team. The role focuses on sophisticated tax planning, estates, trusts, and executry work for high net worth clients.

The successful candidate will have ATT or CTA qualification (or be experience-qualified) and at least 5 years’ practical tax advisory experience. A supportive, client-focused environment with opportunities for continued professional development is offered.

Qualifications

• Strong technical tax advisory skills across personal taxation, trusts and executry.
• Experience with inheritance tax planning, CGT and income tax issues.
• Ability to contribute to business development and cross-service referrals.

Responsibilities

• Provide tax planning advice for private client and landed estates.
• Advise on tax compliance and reporting including property-related tax matters.
• Collaborate with Tax partners and senior colleagues to support complex cases.
• Participate in training and developing knowledge for the Private Client team.

Skills

Tax advisory

Inheritance Tax

CGT

Income Tax

VAT awareness

Land transactions

Education

ATT or CTA

Qualified by experience

Job description

Tax Associate – Advisory – Private Client

Edinburgh
Permanent

Gillespie Macandrew is a successful independent Scottish legal firm with a strong focus on private client and property-related legal work. Our strategy focuses on 4 core sectors; Private Client, Land & Rural Business, Renewable Energy and Commercial Real Estate. To clients in these sectors, the firm offers a comprehensive range of legal services spread across 8 practice teams. With over 180 Partners and staff, we operate from offices in Edinburgh, Glasgow and Perth.

Our Private Client team is one of the largest in Scotland and is central to the strategy of the firm representing a significant proportion of the firm’s overall turnover. We provide a full-spectrum of wealth protection, tax and inheritance, trusts and executries advice to high net worth individuals, the elderly, and family-owned and SME business owners in addition to wills, probate, executry and tax compliance services.

We have an excellent opportunity for a senior tax advisor to join our leading Private Client team, which provides tax and succession advice to a wide range of clients including landed estates, rural businesses, trusts, executries and high-net worth families.

The successful candidate will hold excellent technical tax skills, along with the confidence and ability to advise on all areas of tax planning relating to personal, succession, trust and executry taxation with support provided by the Tax partners and senior colleagues, where required. They will have experience in providing succession planning advice around Inheritance Tax (particularly APR and BPR), CGT and Income tax. A basic understanding of VAT would be an advantage but is not essential. Knowledge of LBTT and SDLT is desirable, but training can be provided. Experience of advising on tax aspects of land transactions and heritable property is also required.

This role requires a highly motivated and collaborative team player with excellent technical skills and a strong client focussed approach. The ideal candidate will be very personable and have a commitment to providing an excellent level of client service, demonstrating a strong positive, proactive attitude. Candidates will also be expected to contribute to business development opportunities and in house training to generate cross service line referrals.

The successful candidate will be ATT or CTA Qualified or be qualified by experience. Support may be available to follow the Society of Trust and Estate Practitioners syllabus to achieve TEP status or other appropriate professional qualifications. It is expected they will have at least 5 years’ practical tax advisory experience and an understanding of the procedures relating to tax compliance. Applications from Solicitors with tax experience will also be considered. This is a full-time position however, consideration will also be given to part time and flexible working.

This is a fantastic opportunity to develop your career in a modern, professional and rewarding environment, supported by a competitive remuneration and benefits package.

We are committed to promoting equal opportunities in employment and creating a workplace culture in which diversity and inclusion is valued and everyone is treated with dignity and respect. As part of our zero-tolerance approach to discrimination in any form, you and any job applicants will receive equal treatment regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief, sex or sexual orientation (Protected Characteristics). We are also committed to providing equitable treatments to all those we deal with as an organisation, including our clients and suppliers.