Personal Tax Assistant, Asset Protection

To provide personal tax compliance and administrative support to the Tax Department by assisting on a portfolio of deceased estates, individual clients and trusts, assisting in the preparation of Self-Assessment tax returns and providing tax administration support, including liaising with HMRC. The role requires an understanding of UK personal taxation, including Scottish Income Tax, and a commitment to delivering excellent client service.

Assist with the preparation of self-assessment tax returns and informal tax reporting for estates.

Assist with the preparation of self-assessment tax returns for individuals.

Assist with the preparation of self-assessment tax returns for trusts.

Prepare personal tax computations and supporting schedules.

Review client information for completeness and accuracy.

Calculate tax liabilities and payments due.

Monitor filing deadlines and assist in managing workflow across the client portfolio.

Correspond with HMRC regarding client affairs.

Resolve routine tax queries and compliance matters.

Monitor HMRC notices and ensure appropriate action is taken.

Support work relating to:

Scottish Income Tax

Capital Gains Tax

Property taxation

Trust taxation

Maintain accurate client records and tax software databases.

Manage workflow and document management systems.

Ensure compliance with internal quality control procedures.

Support billing and engagement administration processes where required.

Maintain and develop technical tax knowledge.

Attend internal and external training sessions.

Work towards a relevant professional qualification.

Keep up to date with changes in tax legislation and HMRC practice.

You have excellent communication skills, you are articulate, you communicate clearly, concisely and without any jargon.

You enjoy working within a team and autonomously on your own initiative.

You are personable and good at building and developing client relationships.

You are confident and you have a strong belief in yourself and your own ability.

You are committed to providing a good client experience and willing to put in extra time and effort when required

Here at Morton Fraser MacRoberts we believe in a positive work life balance and in an inclusive and friendly working environment.

We are proud to be a diverse and inclusive workplace where everyone is welcome. We know that a culture of inclusion drives great results, and we're committed to making sure all our people feel valued and empowered. If you need any adjustments or accommodations during the application process, just let us know in your application. We will support you every step of the way. If you have a disability and meet the basic requirements for the role, we will guarantee you an interview.

We offer a generous benefits package including:

Profit Related Pay

Pension Scheme

Private Medical Insurance for all employees (BUPA)

Holidays starting at 25 days plus 9 public holidays (plus birthday off)

Tax Efficient Car Lease Scheme

Cycle to Work Scheme

Life Assurance

Income Protection

Access to Comprehensive Wellbeing resources

Retail Discounts

We operate our business on an agile basis reflecting the needs of our clients and our people to deliver outstanding client service. We will agree a suitable office/homeworking arrangement with all candidates.

As signatories of the Armed Forces Covenant, we recognise the value that serving personnel, reservists, veterans and military families bring to our business. Please ensure you include any military skills and qualifications you hold when applying for a vacancy with us to ensure they are recognised during our recruitment and selection process.