Tax Assistant - Edinburgh, United Kingdom - Turcan Connell

Turcan Connell

Verified Company

Edinburgh, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Advert

We are looking to recruit a Tax Assistant to join our Tax team. The position is on a full-time permanent basis and the role will principally be based in our Edinburgh office.

Initially full-time office based, however, in the long term the Firm supports a hybrid working approach through our Smarter Working policy.

Responsibilities
As a Tax Assistant the individual's main duties will be:

Prepare and complete Personal, Trust and Estate Return forms;
Provide advice and assistance to Clients and Trustees in relation to Income Tax and Capital Gains Tax matters;
To ensure correct tax returns are prepared and submitted to HMRC within time limits. This will include preparing returns for individuals, trusts, estates and charities;
Lodge Tax Returns within time limits;
Prepare and check schedules of dividends;
Complete Capital Gains Tax calculations;
Maintain and update the Capital Gains Tax records and other appropriate records;
Agree correct tax liabilities with the HMRC within time limits;
Ensure clients are advised of their tax payments and repayments position and check that such payments or repayments are made/received as necessary;
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;
Maintain good relations with clients;
Respond promptly to clients', HMRC and other agents queries and correspondence;
Review own clients regularly to ensure files, section records and other matters, including feeing tax matters, are uptodate;
Review annually the client's affairs against a check list to consider if tax mitigation is possible and provide proactive tax advice on the mitigation of tax liabilities;

Report to Principal

Tax Services promptly when important issues arise;
Liaise with HMRC on various tax matters;
Maintain up to date knowledge of relevant tax legislation and rules;
Administration duties within the Tax Department; and
Assist other members of the Tax Section as required.

Skills/Qualifications
Previous tax administration or experience in a similar role is required and knowledge of Microsoft Office Packages is essential. You should have strong processing skills, be numeric and a high degree of accuracy is essential.

You are expected to be a strong team player who also has the ability to work on their own initiative with minimum supervision.