Personal Tax Senior in West End

Our client, a TOP 20 ACCOUNTANCY FIRM, seeks to recruit a suitably experienced Personal Tax Senior Associate to take responsibility for a varied, high quality client portfolio based in their Edinburgh office - good flexible/hybrid working available.

Role:

• Managing a personal tax portfolio including complex cases, HNWIs.
• Ensuring tax returns are completed and filed by the deadline.
• Completion and compliance to all tax return control procedures.
• Checking and updating client PAYE codes.
• National Insurance calculations.
• Dealing with client and HMRC correspondence.
• Preparation of trust & partnership returns.
• Undertake more complex CGT calculations.
• Undertake income tax planning for the client.
• Preparation of forms P11D and P11D(b).
• Tax responsibility for training junior staff as guided by the tax manager.
• Giving clear and unambiguous instructions.
• Assisting the tax manager to ensure junior staff are managing their portfolio.
• Billing clients.
• Take responsibility for own training records.
• To manage personal time and working practices to maximize profitability and protect the good reputation of the firm.
• To maintain the highest standards of personal organisation, setting an example to more junior members of staff.
• Maintaining progress reports.

Ideal person:

• Qualified or studying towards CTA/ACA/ACCA.
• Up to date technical knowledge of taxation and the firm’s software packages.
• Awareness of departmental objectives and key performance indicators.
• Awareness of the firm’s services and product offering.
• Ability to use sector software, in particular accounts prep, Excel, Word and e-mail systems.
• To be able to draft letters which are commercially sensible and appropriate to the client's situation.
• Adapt to different audiences and able to thoroughly research available data and present findings in a way which can be understood by both clients and staff.
• Willingness to combine the demands of a full time role whilst studying for further qualifications.
• Flexibility in approach to tasks.
• Ability to prioritise own workload.
• Ability to use professional judgement where appropriate.
• Ability to work both independently and as part of a team.
• Have an aptitude for figures and an interest in business and commerce.
• Good communication skills.
• Attention to detail and accuracy of work.
• Good IT skills, including Microsoft Word and Excel and IT applications.

Why join?

• Excellent Benefits package: To our client, you’re an individual with unique talents and aspirations, with an excellent benefit package designed to support your well-being, foster your professional growth, and recognise your contributions.
• Agile Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days, allowing you to balance your work and personal commitments seamlessly.
• 25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days).
• Competitive salary package.
• Employee recognition awards: Outstanding Performance Award, Bonus discretionary annual bonus, and other recognition initiatives.
• New and improved programme for succession planning and supportive management structure to help you realise your potential.
• Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counseling sessions and virtual doctors available for you and your family.