Tax Adviser – Personal and Business Tax Support in Coatbridge

1. Job Summary

Fresher Jobs Hub is seeking a knowledgeable, detail-oriented, and client-focused Tax Adviser to provide personal and business tax support. The successful candidate will assist individuals, self-employed professionals, small business owners, and corporate clients with tax preparation, tax compliance, financial documentation, and general tax planning.

This role is ideal for candidates who enjoy working with financial information, interpreting tax regulations, solving problems, and helping clients make informed financial decisions. The Tax Adviser will review financial records, prepare tax returns, identify potential tax-saving opportunities within applicable laws, and ensure that relevant tax obligations are met accurately and on time.

The ideal candidate should possess strong analytical skills, excellent communication abilities, and a commitment to maintaining confidentiality when handling sensitive financial information. Candidates with relevant tax, accounting, finance, or bookkeeping experience are encouraged to apply. Depending on the position level, training and development opportunities may be available for entry-level applicants.

2. Key Responsibilities

Personal Tax Support

• Assist individuals with preparing and reviewing personal income tax returns and supporting documentation.
• Collect and verify information relating to employment income, self-employment income, investments, allowances, deductions, and other relevant financial activities.
• Explain personal tax obligations, filing requirements, deadlines, and available tax reliefs in clear, understandable language.
• Help clients organize receipts, invoices, bank statements, and other documents required for accurate tax reporting.
• Identify potential tax-saving opportunities in accordance with applicable laws and regulations.
• Respond to client questions regarding tax calculations, filing procedures, refunds, and payment obligations.
• Maintain accurate records of client information, tax submissions, and related correspondence.

Business Tax Support

• Assist businesses, sole traders, partnerships, and other eligible business entities with tax compliance activities.
• Review bookkeeping records, income statements, expense reports, invoices, and other financial documents.
• Support the preparation of business tax returns and related schedules, subject to the candidates qualifications and authorization.
• Help clients understand business expenses, allowable deductions, tax liabilities, and relevant reporting obligations.
• Assist with the organization of records relating to payroll taxes, indirect taxes, and other business tax requirements where applicable.
• Monitor filing deadlines and coordinate with clients to obtain missing documents and resolve discrepancies.
• Support tax planning activities that align with business objectives and applicable legislation.

Tax Compliance and Documentation

• Stay informed about relevant changes in tax legislation, filing procedures, reporting requirements, and compliance standards.
• Review tax calculations and supporting documentation to identify inconsistencies, omissions, or potential errors.
• Assist in preparing responses to routine tax authority queries and requests for additional information.
• Maintain organized electronic and physical records in accordance with company policies and applicable legal requirements.
• Escalate complex tax matters, potential compliance risks, and unusual financial transactions to senior advisers or qualified specialists.
• Support internal reviews and quality-control procedures to ensure accurate and timely work.

Client Relationship Management

• Build professional relationships with clients through clear communication, reliability, and responsive service.
• Explain tax concepts and financial information in a practical and accessible manner.
• Schedule consultations, follow up on outstanding documents, and communicate important deadlines.
• Handle confidential client information responsibly and follow applicable data protection requirements.
• Work collaboratively with accountants, bookkeepers, payroll specialists, and other financial professionals.

3. Required Skills and Qualifications

• A bachelors degree or diploma in Accounting, Finance, Taxation, Commerce, Business Administration, or a related field is preferred.
• A relevant professional qualification, such as an appropriate tax or accounting certification, is an advantage.
• Basic to advanced knowledge of personal and business taxation, depending on the level of the position.
• Understanding of accounting principles, financial statements, bookkeeping, and tax documentation.
• Strong numerical, analytical, and problem-solving skills.
• Proficiency in Microsoft Excel, word-processing applications, spreadsheets, and financial recordkeeping tools.
• Excellent written and verbal communication skills.
• Strong organizational skills and the ability to manage multiple client assignments.
• High attention to detail when reviewing financial information and preparing tax documents.
• A professional approach to confidentiality, integrity, and ethical decision-making.
• Willingness to learn new tax software, digital filing systems, and changes in relevant tax regulations.
• Ability to work independently while contributing effectively to a team.

4. Experience

Candidates with varying levels of experience may be considered, depending on the specific position and client requirements.

Entry-Level Candidates and Freshers

• Basic knowledge of accounting, taxation, or financial documentation.
• Academic projects, internships, or training in finance and accounting are beneficial.
• Willingness to learn tax preparation procedures, compliance requirements, and client service practices.
• Strong attention to detail and the ability to follow established processes.

Experienced Candidates

• Previous experience in tax preparation, tax advisory, accounting, bookkeeping, or financial compliance.
• Experience assisting individuals and businesses with tax returns, documentation, and filing deadlines.
• Familiarity with accounting software, tax preparation tools, and relevant reporting systems.
• Ability to manage client portfolios, identify tax-related issues, and recommend appropriate next steps within professional competence.
• Professional tax advice, representation, and regulated activities must be performed only where the candidate meets the applicable qualification, registration, and authorization requirements in the relevant jurisdiction.

5. Working Hours

• Full-time and part-time schedules may be available, depending on the employers operational requirements.
• Standard business hours will generally apply, with working days and shift arrangements confirmed during recruitment.
• Remote or hybrid employees may be expected to attend scheduled virtual meetings and maintain regular communication with clients and colleagues.
• Flexible working arrangements may be considered where business needs permit.
• Additional hours may occasionally be required during peak tax filing periods or important compliance deadlines.
• Candidates must be able to prioritize assignments, meet agreed deadlines, and maintain accuracy during busy periods.
• Specific working hours, weekly schedules, and overtime arrangements will be communicated during the hiring process.

6. Knowledge, Skills, and Abilities

Technical Knowledge

• Understanding of personal income tax and business taxation principles.
• Familiarity with tax returns, financial statements, bookkeeping records, and supporting documentation.
• Awareness of tax compliance requirements and filing deadlines in the relevant jurisdiction.
• Knowledge of tax deductions, credits, allowances, and reliefs applicable to different client circumstances.
• Familiarity with accounting systems, spreadsheets, and digital document management tools.

Analytical and Problem-Solving Abilities

• Ability to examine financial records and identify errors or inconsistencies.
• Capacity to interpret financial information and organize it into accurate reports.
• Ability to assess routine tax-related questions and determine when specialist advice is required.
• Strong numerical reasoning and a methodical approach to calculations.

Communication and Interpersonal Skills

• Ability to explain tax information in clear, professional language.
• Confidence in communicating with clients from different professional and financial backgrounds.
• Strong listening skills and a customer-focused approach.
• Ability to collaborate with colleagues and external financial professionals.

Personal and Professional Attributes

• High standards of integrity, confidentiality, and accountability.
• Strong time-management skills and attention to detail.
• Ability to manage competing priorities without compromising quality.
• Willingness to accept feedback and participate in professional development.
• Adaptability when tax rules, software systems, and business requirements change.

7. Benefits

• Competitive salary or hourly compensation based on qualifications, experience, and responsibilities.
• Opportunities for professional training in taxation, accounting, and financial compliance.
• Exposure to a variety of personal and business tax cases.
• Opportunities to develop practical skills in tax preparation, client communication, and financial analysis.
• Potential access to mentoring from experienced tax professionals.
• Career development opportunities within tax advisory, accounting, bookkeeping, and financial services.
• Potential flexible, hybrid, or remote working arrangements where available.
• A collaborative work environment that encourages accuracy, accountability, and continuous learning.
• Opportunities to pursue relevant professional certifications and continuing education, subject to eligibility and employer support.
• Actual compensation, leave entitlements, insurance, retirement benefits, training allowances, and other employment benefits will depend on the confirmed employer policy and applicable local laws. No specific benefit is guaranteed unless stated in the formal offer.

8. Why Join Fresher Jobs Hub?

Joining Fresher Jobs Hub for a Tax Adviser opportunity can be a valuable step for candidates interested in building a career in taxation, accounting, and financial advisory services.

This role offers the opportunity to strengthen technical knowledge, develop professional communication skills, and gain practical exposure to the financial challenges faced by individuals and businesses. Candidates can develop an understanding of tax compliance, financial documentation, client relationships, and responsible tax planning.

For early-career professionals, the position may provide a foundation for progression into more specialized areas of taxation and accounting. Experienced professionals may have opportunities to apply their knowledge, support clients with more complex requirements, and contribute to improved tax processes.

The role is suited to individuals who value accuracy, ethical conduct, continuous learning, and meaningful client support. By helping clients understand their tax responsibilities and maintain reliable financial records, the successful candidate can contribute to better financial decision-making and effective compliance.

Equal Opportunity Statement

Fresher Jobs Hub encourages applications from qualified candidates with diverse educational and professional backgrounds. Selection should be based on relevant skills, qualifications, experience, and suitability for the position, in accordance with applicable employment laws.

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