Tax Assistant

A leading law firm is currently seeking a Tax Assistant to join their established Private Client Tax team. The team, based in Edinburgh, currently comprises a Senior Manager and two Tax Assistants, working with a portfolio of high net worth individuals, private clients, trusts, charities, and estates.
The successful candidate can be based in Edinburgh or Glasgow with 50% hybrid working available.

• 
  Preparation of tax returns for individuals, trusts, charities, and estates.
• 
  Advising clients on tax returns, claims, elections, and liabilities.
• 
  Liaising with clients to gather necessary information and arrange timely payment of taxes.
• 
  Submitting tax returns and payments to HMRC within statutory deadlines.
• 
  Managing straightforward HMRC enquiries and assisting clients with settlements and refunds.

• 
  Recent experience preparing and submitting tax returns for individuals, trusts, charities, and estates.
• 
  Knowledge of tax compliance requirements and relevant legislation.
• 
  Competence using tax software and HMRC online services.
• 
  Strong client communication skills, both written and verbal.
• 
  Ability to proactively gather required information and seek guidance where necessary.
• 
  Focused on delivering solutions that meet client needs.

• 
  Works collaboratively to meet deadlines and budgets.
• 
  Complies with firm policies, financial procedures, and regulatory obligations.
• 
  Keeps clients and colleagues informed of relevant tax developments.
• 
  Contributes to improving processes and working practices.
• 
  Prepares effectively for client and colleague meetings (both virtual and in-person).
• 
  Utilises internal information systems efficiently.