Tax Assistant

2 weeks ago


Dunfermline, Fife, United Kingdom Lochead Sandford Recruitment Limited Full time

Unlock Your Tax Career Potential

Lochead Sandford Recruitment Limited is seeking a talented Tax Assistant to join our team. As a Tax Assistant, you will play a key role in preparing UK and US tax returns, processing client information, and coordinating returns with clients.

Key Responsibilities:

  • Preparation of UK and US tax returns
  • Processing client information to complete first draft of return
  • Making changes to return based on reviewer comments
  • Preparation of covering letters to outline tax position to clients
  • Coordinating returns being sent out to client and preparation of fees
  • Assisting with answers to client queries on return
  • Developing professional relationships with clients

Working with HMRC and IRS:

  • Corresponding with HMRC and IRS on general issues relating to clients
  • Assisting with client take on process (coordinating engagement paperwork and KYC and AML information)

What We Offer:

Our client works with a wide range of clients, from those with straightforward tax affairs to those with complex positions requiring careful consideration of UK and US tax legislation. As a Tax Assistant, you will have the opportunity to develop your tax career and gain experience in preparing complex returns and assisting in giving tax planning advice to clients.

Interviewing Now:


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