We are thrilled to bring a fantastic new opportunity for a Tax Assistant to the market, for a leading Private Client Law Firm based in Central Edinburgh.

This is a full time, permanent, office based role with the opportunity for Hybrid working in the future.

What you’ll do

• Compile and finalise Personal, Trust and Estate Return forms

• Offer guidance and support to Clients and Trustees regarding Income Tax and Capital Gains Tax affairs

• Ensure accurate and timely submission of tax returns to HMRC, covering individuals, trusts, estates and charities

• Prepare and verify dividend schedules

• Execute Capital Gains Tax computations

• Manage and update Capital Gains Tax records alongside other documentation

• Agree liabilities with HMRC within stipulated timeframes

• Communicate tax payment and refund statuses to clients, overseeing their processing as required

• Enhance the profitability of tax compliance endeavours by meticulously recording client-related time and executing tasks efficiently

• Cultivate positive relationships with clients

• Provide swift responses to inquiries and correspondence from clients, HMRC and other agents

• Regularly review client files and records, ensuring they are current, including fee-related tax matters

• Conduct annual reviews of client affairs to explore potential tax mitigation strategies and offer proactive advice

• Promptly report significant issues to the Tax Services Senior/Manager

• Coordinate with HMRC on diverse tax-related matters

• Stay abreast of tax legislation and regulations

• Fulfil administrative responsibilities within the Tax Department

• Assist fellow members of the Tax team as needed

What you’ll need

• Prior experience in a similar role, ideally within Professional Services

• You will be proficient with Word, Excel, and Outlook

• Strong processing skills

• Highly numeric

• Accuracy and a keen eye for detail

• Comfortable working as part of a team but also using your own initiative

• Excellent stakeholder management skills with a positive ‘can do’ attitude

• The ability to attain objectives within agreed timescales and budgets

• Solid organisational skills and the ability to work under pressure in a busy and demanding environment

What you’ll receive

• Competitive salary

• Excellent Benefits package

What’s next?

Contact Jason for more info or apply via the link below.

Equal Opportunities

Cross Resourcing is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.