Tax Senior (Private Client)

Johnston Carmichael Llp

Tax Senior (Private Client)

Salary Not Specified

Johnston Carmichael Llp, Forfar, Angus

  • Full time
  • Permanent
  • Onsite working

Posted 2 weeks ago, 1 Jul | Get your application in now before you miss out!

Closing date: Closing date not specified

job Ref: c4e39b1d45e14184ac3c1a864986a1f3

Full Job Description

We are looking to recruit a Tax Senior. As a Tax Senior you will work closely with the Private Client tax team and Client Relationship Managers, assisting in the preparation of personal and business tax returns., The Tax Senior will be responsible for (but not limited to):

  • Managing a portfolio of clients

  • Preparing Partnership Tax Returns for a varied portfolio of businesses

  • Processing Tax Return information and preparing Self-Assessment Tax Returns for a varied portfolio of clients including trusts.

  • Dealing with loss relief claims, pension charges and capital gains tax reliefs

  • Completion of CGT 60 day returns for residential property disposals

  • Liaising with clients and HM Revenue & Customs in relation to basic tax and national insurance queries

  • Checking statements of account, repayments, payments and dealing with clients queries regarding these

  • Assisting the tax teams with general tax administration duties

  • Provide general support to the wider tax team with their day to day tasks, as required, including identifying and drafting tax advisory assignments such as Capital Gains Tax planning, Inheritance Tax and Succession planning etc.

  • Reviewing simple tax returns prepared by tax assistants.

  • Plan, schedule and delegate work to Tax Assistants and students, including developing staff and providing feedback.

  • Provide support to Tax Manager/Senior Tax Manager, who in turn are managing the team, by liaising with clients, colleagues and HMRC.

    The successful candidate will ideally be ATT/CIOT qualified or near to completion (or experience equivalent)

  • A leader of your work and your professional learning

  • Excellent communication skills with the ability to positively impact and influence others

  • Relevant experience in this or a similar role is preferred

  • Positive 'can-do' attitude

  • A willingness to develop their tax knowledge.

  • A good level of numerical, written English, communication and team working skills.

    With 12 offices across Scotland and beyond, we're one of the country's leading firms of Chartered Accountants and Business Advisers. Working at Johnston Carmichael means working in a team of over 900 sharp minds - each of which is valued and heard. We support our people to ensure they can grow their own way through proactive learning and development.


  • At Johnston Carmichael we want what's best for our clients, our people, and our communities. You'll be joining a team that's engaged with its local communities and committed to supporting them. Over the last decade, we've raised over £450,000 for charitable causes across Scotland and we're also Gold Sponsors of the Kiltwalk. You can read more about our culture and the values that define us here.

    We have a People and Culture Forum that generates ideas for positive change and has several subgroups including LGBTQIA+ and Gender Equality which seek to educate and encourage everyone in our firm to be themselves in order to do their best work.

    If you value enabling leadership, quality, integrity, and a workplace that prioritises giving back as much as you put in, then Johnston Carmichael is the firm for you.

    Why Tax?

    Our vision remains a constant - to be the firm of choice in all our markets. How we get there is what changes year on year.

    The role of a tax adviser is transforming, and we need to keep up with this fast pace of change; both technology and legislation are ever evolving, and us with them. A career in Tax at Johnston Carmichael is diverse and challenging, as we continually strive to provide the best service for our clients - more efficiency, greater innovation, deeper insight. You'll be joining one of Scotland's most comprehensive tax practices, spanning an extensive range of corporate, personal and specialist tax services. Winners of the 2019 Tolley's Taxation Award for Best Tax Practice in a Regional Firm, our team doesn't merely crunch numbers - you'll build close relationships with our clients, truly getting under the skin of their businesses and providing advice and guidance that offers real value.

    And, with 14 key industry sectors, there's no shortage of variety when it comes to our client base. We're also an independent member firm of Moore Global Network Limited, a global accounting and advisory network of over 30,000 advisers across more than 110 countries, so you'll have the opportunity to work with businesses all over the globe.