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Personal tax assistant management

Dunfermline
Lochead Sandford Recruitment Limited
Personal tax assistant
Posted: 22h ago
Offer description

Overview

Our client, a highly regarded and expanding Top 20 Accountancy firm with several UK offices and a proud member of a renowned International network, seeks to recruit a suitably qualified and experienced Personal Tax Assistant Manager to join their Edinburgh team.

They prioritise a people-focused approach, offering access to resources and award-winning development programmes to help individuals shape their career while making a meaningful impact. The firm has been awarded gold for Investors in People, reflecting a deep commitment to nurturing talent and ensuring every individual feels valued and supported.

The role involves personal tax work within a dynamic environment, focusing on building client relationships, understanding client businesses, navigating risks, and delivering insights that drive real results.

Why join: you are more than a number; you are an individual with unique talents and aspirations. The firm’s benefits support wellbeing, professional growth, and recognise contributions.

* Agile Working: core hours from 10 AM to 2 PM and two home working days to balance work and personal commitments.
* 33 days holiday (including bank holidays), with the option to buy or sell up to 5 days. Training contract provides 28 days with opportunity to buy 5 days.
* Competitive salary package
* Employee recognition awards (e.g., Outstanding Performance Award Bonus) and other recognition initiatives.
* New and improved programme for succession planning and supportive management structure to help realise potential
* Employee Assistance Programme: 24-hour free confidential support, including unlimited counselling and virtual doctors for you and your family.
* Varied and interesting tax work with a wide range of clients
* Clear potential for development and progression


Main duties

* Manage a portfolio of clients, meeting their requirements and maximising fee income.
* Oversee the production of clients’ personal tax computations.
* Plan, control, and review work carried out by team members to ensure timely delivery within budget.
* Respond to tax queries from Partners/Directors/Managers.
* Carry out consultancy work when required.
* Attend client meetings where appropriate.
* Design and implement standard letters and systems to improve the efficiency of the Tax Department.
* Identify opportunities for relevant advisory work with existing clients.


What our Client seeks

* ICAS, ACA or CTA qualified with Tax experience in practice
* Varied, practical and technical tax knowledge
* Positive, enthusiastic approach
* Ability to train junior staff
* Proficiency in IT packages (Excel, tax software, Word)
* Strong communication and organisational skills
* Commercial awareness and client focus
* Problem solving and decision making
* Ability to work well under pressure

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