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Tax Senior (Private Client)
Forfar, DD8
Competitive Per Annum
Permanent * Full time
Posted: Wednesday, January 15, 2025
AB1226679ForTSC
Documents
We are looking to recruit a Tax Senior.As a Tax Senior you will work closely with the Private Client tax team and Client Relationship Managers, assisting in the preparation of personal and business tax returns.
We are flexible on location within Dundee/Forfar/Tayside
The Tax Senior will be responsible for (but not limited to):
Managing a portfolio of clients
Preparing Partnership Tax Returns for a varied portfolio of businesses
Processing Tax Return information and preparing Self-Assessment Tax Returns for a varied portfolio of clients including trusts.
Dealing with loss relief claims, pension charges and capital gains tax reliefs
Completion of CGT 60 day returns for residential property disposals
Liaising with clients and HM Revenue & Customs in relation to basic tax and national insurance queries
Checking statements of account, repayments, payments and dealing with clients queries regarding these
Assisting the tax teams with general tax administration duties
Provide general support to the wider tax team with their day to day tasks, as required, including identifying and drafting tax advisory assignments such as Capital Gains Tax planning, Inheritance Tax and Succession planning etc.
Reviewing simple tax returns prepared by tax assistants.
Plan, schedule and delegate work to Tax Assistants and students, including developing staff and providing feedback.
Provide support to Tax Manager/Senior Tax Manager, who in turn are managing the team, by liaising with clients, colleagues and HMRC.
About You:
The successful candidate will ideally be ATT/CIOT qualified or near to completion (or experience equivalent)
A leader of your work and your professional learning
Excellent communication skills with the ability to positively impact and influence others
Relevant experience in this or a similar role is preferred
Positive 'can-do' attitude
A willingness to develop their tax knowledge.
A good level of numerical, written English, communication and team working skills.
Why JC?
With 12 offices across Scotland and beyond, we’re one of the country’s leading firms of Chartered Accountants and Business Advisers. Working at Johnston Carmichael means working in a team of over 900 sharp minds - each of which is valued and heard. We support our people to ensure they can grow their own way through proactive learning and development.
At Johnston Carmichael we want what’s best for our clients, our people, and our communities. You’ll be joining a team that’s engaged with its local communities and committed to supporting them. Over the last decade, we’ve raised over £450,000 for charitable causes across Scotland and we’re also Gold Sponsors of the Kiltwalk. You can read more about our culture and the values that define us here.
We have a People and Culture Forum that generates ideas for positive change and has several subgroups including LGBTQIA+ and Gender Equality which seek to educate and encourage everyone in our firm to be themselves in order to do their best work.
If you value enabling leadership, quality, integrity, and a workplace that prioritises giving back as much as you put in, then Johnston Carmichael is the firm for you.
Why Tax?
Our vision remains a constant - to be the firm of choice in all our markets. How we get there is what changes year on year.
The role of a tax adviser is transforming, and we need to keep up with this fast pace of change; both technology and legislation are ever evolving, and us with them. A career in Tax at Johnston Carmichael is diverse and challenging, as we continually strive to provide the best service for our clients - more efficiency, greater innovation, deeper insight. You’ll be joining one of Scotland’s most comprehensive tax practices, spanning an extensive range of corporate, personal and specialist tax services. Winners of the 2019 Tolley’s Taxation Award for Best Tax Practice in a Regional Firm, our team doesn’t merely crunch numbers - you’ll build close relationships with our clients, truly getting under the skin of their businesses and providing advice and guidance that offers real value.
And, with 14 key industry sectors, there’s no shortage of variety when it comes to our client base. We’re also an independent member firm of Moore Global Network Limited, a global accounting and advisory network of over 30,000 advisers across more than 110 countries, so you’ll have the opportunity to work with businesses all over the globe.
How working for us can work for you:
As a valued member of the Johnston Carmichael team, you’ll benefit from a number of employee benefits including but not exhaustive to; a personal pension scheme, annual leave, and life assurance, as well as your own personal training and development plan. Click here to see what’s on offer at Johnston Carmichael.
We know that 9-5 office hours aren’t for everyone. We support flexible working and also use a hybrid working model. One size doesn’t fit all, so let’s discuss what might work for you and our firm.
Doing the Right Thing and Standing in Other People’s Shoes are two of our core values. We nurture and celebrate individuality at Johnston Carmichael. We are an equal opportunities employer and welcome applications from all communities. Our culture is one where everyone is enabled to be a leader of their work and their learning.
If you’re ready to work in an innovative and forward-thinking firm alongside talented, sharp minds, apply today.
At Johnston Carmichael we are committed to diversity, equality and inclusion in the workplace. A copy of this policy will be made available on request. We also welcome applications from individuals who have had time away from paid employment.
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