Senior Tax Assistant - Edinburgh, United Kingdom - Millyard Peoples

Millyard Peoples

Verified Company

Edinburgh, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

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Description

Millyard Peoples is delighted to be partnering with a forward thinking, professional services firm looking to appoint a Senior Tax Assistant to join their growing team.

You will advise individuals and Trustees on income and capital gains tax matters and possible tax planning opportunities as well as ensuring compliance with all legal and regulatory requirements.

Key responsibilities:

Managing a portfolio of clients including collating and processing tax information, preparation of personal tax returns; computation of tax liabilities; trust taxation; managing the process through to submission of tax returns; and providing tax advice for matters arising from the portfolio
Collating information from 'inhouse' records or other sources
Work closely with colleagues in the Tax Group on all client matters, providing support and assistance to colleagues
Maintaining regular contact with clients in order to obtain information and provide advice on any difficulties with tax return
Attend meetings with existing clients and potential new clients
Dealing with HMRC compliance checks, ensuring prompt and full responses
Liaising as necessary with external asset management companies
Taking a proactive approach to managing clients and identifying their tax and legal requirements
Keeping internal control records up to date and ensuring compliance with quality control procedures
Working with colleagues across the firm to provide assistance and support on tax matters and technically challenging tax areas
Providing excellent client service at all times
Supporting the firm to achieve its strategic and commercial objectives
Meeting financial targets in relation to the Tax Group
Take part constructively in the performance review process and undertake agreed training and development activities
Adhere to firm processes in relation to financial policies, time recording and AML compliance.
Highly motivated and committed to delivering an excellent level of service to clients and colleagues
Excellent attention to detail and the ability to deal with competing priorities and deadlines
Excellent interpersonal skills, both written and oral
Team player with a 'can do' attitude

The firm is offering a competitive salary and benefits package, a generous hybrid working model and will offer study support if you are looking to study towards any tax qualifications.

Job Types:
Full-time, Permanent

Salary:
£30,000.00-£35,000.00 per year

Benefits: