Tax Senior

2 weeks ago


Edinburgh, United Kingdom Lusona Consultancy Full time

Personal Tax Senior sought for a successful and forward thinking CA firm in Edinburgh. This role offers direct contact with clients, exposure to interesting advisory projects and flexible working solutions to best suit your preferences to ensure a strong work-life balance.

The firm is highly-respected and well-liked by both clients and employees, with demonstrable success in developing and promoting team members throughout their careers. They have also made consistent, strategic investment in digital solutions for their many clients, with a keen focus on improving efficiencies in an evolving tax landscape.

Joining a small team of tax professionals, you will be responsible for a portfolio of c. 150 clients, which could include HNWI's, sole traders, partnerships, business owners, property investors, trusts & estates. You will be a key point of contact for clients, deal with incoming client queries, and have autonomy on planning and managing your day.

**Key Responsibilities**
- Client portfolio management, including preparation and review of personal tax returns
- Calculating income tax and CGT liabilities
- Maintaining client records and correspondence
- Answering client queries and requests for advice relating to personal tax
- Supporting with more complex advisory matters with guidance and hands-on support from management

**Key Skills & Experience**
- Minimum 2-3 years working in personal tax compliance, within an accounting or legal firm
- ATT qualification would be advantageous, but not essential.
- Strong client communication skills
- Excellent attention to detail, problem solving and time management skills
- Ability to work effectively both individually and as part of a collaborative team


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