Trainee Tax Assistant

We have a fantastic new opportunity for a Trainee Tax Assistant to join a leading Legal Firm based in the centre of Edinburgh.

You will manage Personal, Trust and Estate Returns, offering tax advice to Clients and Trustees on Income Tax and Capital Gains Tax issues. You will also support colleagues in the Tax department with client assignments and handle all necessary administrative tasks.

This opportunity doesn't come around often and would suit an administrator working in either a legal or accounting setting who is looking to take the next step in their career. There will be an opportunity for you to complete professional tax qualifications with our client.

What you’ll do

You will be working closely with senior members of the team and will learn and carry out the following: 

• Provide support in tax processing, compilation, and administration to team members managing their own client portfolios
• Manage a designated client portfolio
• Cultivate and maintain strong client relationships
• Regularly review client files, records, and tax matters to ensure they are current and compliant
• Promptly report significant issues to the designated Partner
• Offer proactive advice on tax liability mitigation
• Conduct annual reviews of client affairs to identify opportunities for tax mitigation
• Coordinate with HMRC on various tax-related matters
• Responsively address client, HMRC, and other agent queries and correspondence
• Maintain accurate internal records, adhering to departmental protocols
• Ensure the profitability of tax compliance work by accurately recording billable time and executing tasks efficiently
• Prepare and verify dividend schedules
• Perform Capital Gains Tax calculations
• Maintain and update records for Capital Gains Tax and other relevant areas
• Complete Tax Returns for individuals, trusts, and estates using information from internal and external sources
• Ensure timely delivery of Tax Returns to clients for signature, explaining tax positions and payment schedules
• Lodge Tax Returns within stipulated deadlines
• Negotiate accurate tax liabilities with HMRC within specified timeframes
• Arrange timely payment of client tax obligations
• Facilitate tax repayments for clients as necessary
• Stay current with pertinent tax legislation and regulations
• Fulfil administrative duties within the Tax department

What you’ll need

• Prior experience in an administrative role with a keen interest in Tax
• Comfortable working as part of a team but also using your own initiative
• Excellent stakeholder management skills with a positive ‘can do’ attitude
• The ability to attain objectives within agreed timescales and budgets
• Accuracy and a keen eye for detail
• Solid organisational skills and the ability to work under pressure in a busy and demanding environment
• You will be proficient with Word, Excel, and Outlook

What you’ll receive

• Salary up to £23,000
• Professional development with the opportunity to complete tax qualifications

What’s next?

Contact Jason for more info or apply via the link below.

Equal Opportunities

Cross Resourcing is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.