Tax Assistant - Edinburgh, United Kingdom - Ceres Resourcing Limited

Ceres Resourcing Limited

Verified Company

Edinburgh, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Purpose:

Prepare and complete Personal, Trust, and Estate Return forms;
Provide advice and assistance to clients and trustees regarding Income Tax and Capital Gains Tax matters; and
Support other members of the Tax Team as needed.

Core Duties:

Offer proactive guidance on minimizing tax liabilities for both assigned clients and as needed;
Ensure accurate tax returns are prepared and submitted to HMRC within deadlines, including those for individuals, trusts, estates, and charities;
Submit tax returns within time limits;
Prepare and verify schedules of dividends;
Complete Capital Gains Tax calculations;
Maintain and update Capital Gains Tax records and other relevant records;
Agree on accurate tax liabilities with HMRC within time limits;
Inform clients of their tax payment and repayment status and verify that such payments or repayments are made/received as necessary;
Uphold the profitability of tax compliance work by recording time spent on clients accurately and ensuring work is carried out efficiently without time wastage;
Maintain positive relationships with clients;
Respond promptly to clients', HMRC, and other agents' inquiries and correspondence;
Regularly review clients to ensure files, records, and other matters, including feeing tax matters, are current;
Annually assess clients' affairs against a checklist to consider potential tax mitigation and provide proactive tax advice on minimizing liabilities;
Report to the Head of Tax Services promptly when important issues arise;
Coordinate with HMRC on various tax matters;
Maintain uptodate knowledge of relevant tax legislation and rules; and
Perform administrative duties within the Tax Department.

EXPERIENCE

Minimum of 3 years of relevant work experience, such as at HMRC, a chartered accounting firm, or a legal firm;
Solid background in Personal Tax, UK Income Tax, and Capital Gains Tax knowledge;
ATT qualification preferred but not essential; and
Familiarity with tax computerized systems, including CCH, Word, and Excel.

Job Types:
Full-time, Permanent

Salary:
£26,000.00-£32,000.00 per year

Schedule: