Private Client Tax Expert

5 days ago


Dundee, Dundee City, United Kingdom Johnston Carmichael Full time

Are you an experienced Tax Senior looking for a new challenge? Do you want to work with a reputable firm that values its employees and provides opportunities for growth and development? Look no further than Johnston Carmichael.

About the Role:

  • You will manage a portfolio of clients, including personal and business tax returns.
  • You will prepare Partnership Tax Returns for a varied portfolio of businesses.
  • You will process Tax Return information and prepare Self-Assessment Tax Returns for a varied portfolio of clients including trusts.
  • You will deal with loss relief claims, pension charges, and capital gains tax reliefs.
  • You will complete CGT 60 day returns for residential property disposals.
  • You will liaise with clients and HM Revenue & Customs in relation to basic tax and national insurance queries.
  • You will check statements of account, repayments, payments, and deal with client queries regarding these.
  • You will assist the tax teams with general tax administration duties.
  • You will provide general support to the wider tax team with their day-to-day tasks, as required.
  • You will review simple tax returns prepared by tax assistants.
  • You will plan, schedule, and delegate work to Tax Assistants and students, including developing staff and providing feedback.
  • You will provide support to Tax Manager/Senior Tax Manager, who in turn manage the team.

Requirements:

  • ATT/CIOT qualification or near to completion (or experience equivalent).
  • Leadership skills and ability to positively impact and influence others.
  • Excellent communication skills.
  • Relevant experience in this or a similar role.
  • Positive 'can-do' attitude and willingness to develop tax knowledge.
  • Good numerical, written English, communication, and team working skills.


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