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Assistant Tax Manager

Connect Recruit
Posted 14 days ago


Contract type

Full Time

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Assistant Tax Manager


33.75 hours a week – Monday to Friday

We are looking to recruit an Assistant Tax Manager to join our Tax team in Edinburgh. The successful candidate is expected to have previous experience in a similar role. The position is on a full-time permanent basis in the Edinburgh Office.


  • To ensure correct Tax returns, appeals, etc are prepared and submitted to HMRC within time limits
  • To maintain the profitability of Tax compliance work by recording time spent on clients accurately and ensuring work is carried out efficiently and with no time wastage
  • Review own clients regularly to ensure files, section records and other   matters, including feeing tax matters, are up to date
  • Report to client care partner promptly when important issues arise

Core Duties:

  • Undertake the timeous preparation and submission of annual Tax returns for individuals Trustees and Executors
  • Provide pro-active advice on the mitigation of Tax liabilities and the organisation of a client’s Tax affairs. Agreeing correct tax liabilities with HMRC within time limits
  • Respond promptly to clients’ and HMRC’s queries and correspondence and those of other agents
  • Maintain internal records and files to assist in the above
  • Complete draft Tax Returns form, for individuals and trusts after obtaining information from client, internal sources and external sources e.g. banks and brokers etc
  • Prepare schedules of investment income and ensure that all records are present and correct
  • Complete Capital Gains Tax calculation from information obtained internally or from the client
  • Ensure that the Tax Return forms received, are sent to the client for signature with a bound copy and a summary sheet showing which tax is payable and when it is due for payment
  • Liaise with HMRC in connection with Section 9A Enquiries and bring to conclusion
  • Appeal incorrect assessments on behalf of the client
  • Ensure clients receive Tax repayment, as necessary
  • Maintain and up-date the Capital Gains Tax records and other appropriate records
  • Review annually the client’s affairs against a checklist to consider if Tax mitigation is possible
  • Maintain up to date knowledge of relevant Tax legislation and rules
  • Assist Managers in certain management functions, particularly in the areas of mentoring and technical training of other members of the Department, as required by the Director of Tax Services/Senior Managers
  • Undertake preparation of the more complex individual Tax returns with a grade assessment of 4 and 5; provide assistance to Managers on Tax returns with a grade assessment of 5 where required
  • Assist Principal and/or Partners with ad hoc Tax advice and answers to Tax technical queries as and when required

The above list is not exhaustive and additional duties will be allocated as appropriate.

Working Relationships

  • Communicate with clients and external institutions e.g. Banks, HMRC, Stockbrokers, and Building Societies
  • Working relationships with Trust Departments, Finance, Legal Teams and other teams throughout the Firm as necessary
  • Building and maintaining a good working relationship with all clients, Partners and employees


  • At least 3 years working for a Legal Firm, Chartered Accountants or have experience of working in a similar role
  • Strong background in Personal Tax, UK Income Tax and Capital Gains Knowledge
  • Trust and Executry Tax experience
  • Knowledge of Tax Systems including CCH, Word and Excel
  • Ideally ATT/CTA qualified, although not essential

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