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Tax Assistant
A well-established professional services firm is currently recruiting for a Tax Assistant to join their Tax team. The team consists of a Senior Manager and two Tax Assistants, all based in Edinburgh, working on a portfolio of high-net-worth individuals, trusts, estates, and other private clients.

The successful candidate can be based at the firm's Edinburgh or Glasgow offices, with 50% hybrid working available.

The Role

Preparing tax returns for individuals, trusts, charities, and estates.

Advising clients on tax returns, relevant claims, elections, and tax liabilities.

Liaising with clients to obtain necessary information and funds in a timely manner.

Submitting tax returns and arranging payments to HMRC within relevant deadlines.

Handling straightforward HMRC enquiries into tax returns and assisting clients with tax settlements or refunds.
Technical Skills & Experience

Recent experience in preparing and submitting tax returns for individuals, trusts, charities, and estates.

Knowledge of tax compliance and relevant tax laws.

Experience using tax software and HMRC online systems.

Strong communication skills, with the ability to interact effectively with a range of clients.

Initiative to gather relevant information and complete tasks accurately.

Ability to identify areas outside of expertise and seek appropriate guidance.

Problem-solving skills to provide effective solutions to client needs.

Strong written and verbal advocacy skills.
Business & Work Management

Works collaboratively within the team to meet objectives within set deadlines and budgets.

Complies with all firm policies and legal/regulatory requirements.

Keeps clients and colleagues updated on relevant developments.

Looks for opportunities to improve processes and working methods.

Prepares effectively for client meetings, calls, and video conferences.

Utilises the firm's information management systems effectively.
This role offers the opportunity to develop within a highly regarded tax team, working with a diverse client base and receiving support for professional growth