Tax Assistant - #1770139

Shepherd and Wedderburn are currently recruiting for a Tax Assistant to join our Tax team. The current team structure consists of a Senior Manager and two Tax Assistants all based in Edinburgh. The team works on a portfolio of high net worth individuals and other individual clients of the firm, together with a large number of trusts and estates

The successful candidate can be based at our Edinburgh, Glasgow or Aberdeen offices with 50% hybrid working

The role Preparation of tax returns for individuals, trusts, charities and estates

Advising clients in relation to their tax returns, relevant claims and elections, and tax liabilities

Liaising with clients to ensure that all necessary information and funds are obtained timeously

Submitting tax returns and arranging payments to HMRC within relevant time limits

Dealing with straightforward enquiries from HMRC into tax returns, and liaising with clients to settle liabilities and arrange for any overpaid tax to be reclaimed

Technical Skills/Experience Recent experience of preparing and submitting tax returns for individuals, trusts, charities and estates

Experience of advising clients in relation to tax compliance

Experience in the use of tax software and HMRC online forms

Demonstrates appropriate knowledge of tax compliance and tax law

Ability to communicate successfully with a wide range of clients

Demonstrates initiative to obtain relevant information to complete tasks

Able to identify issues outside their expertise and seek appropriate advice

Produces a solution best addressing the client’s requirements

Effective spoken and written advocacy skills

Business/Work Management Works as part of a team to meet objectives within agreed timescales and budgets

Complies with all firm policies and procedures, including financial, and legal and regulatory requirements

Keeps clients and colleagues up-to-date with latest developments where appropriate

Implements improvements in working methods

Prepares well for phone or video calls and meetings with clients and colleagues

Makes effective use of the firm’s information management systems

If you would like further information on the role or require accommodations to make your application please contact ***********@shepwedd.com

At Shepherd and Wedderburn we strive to provide a supportive, inclusive and high performance working environment, where everyone feels they belong. Diversity and inclusion is at the heart of our business and we therefore welcome applicants from different backgrounds to all levels of the organisation. To foster inclusivity we particularly encourage applications from those who may be from underrepresented groups, including candidates from Black, Asian and minority ethnic backgrounds, LGBT+ people, people with disabilities or who are neurodivergent and those from lower socio-economic backgrounds



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