Personal Tax Assistant, Asset Protection

Personal Tax Assistant, Asset Protection (0285)

At Morton Fraser Mac Roberts we are a new style of law firm, independent by choice and a place where we make our own decisions and our people can have their own say. Our culture empowers all of our people to be the best they can be.

You'll get responsibility early on and the support to make great things happen. And because we understand that hard work comes from people who are empowered to be at their best more of the time, we offer an agile working environment.

We are charting our way to become the best in our field, so if you share our ambition, come chart your best course with us.

Summary of Role

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.

Key Tasks

Personal Tax Compliance

• 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.

Tax Advisory Support

• Support work relating to:
• Scottish Income Tax
• Capital Gains Tax
• Property taxation
• Trust taxation

Administration and Systems

• 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.

Professional Development

• 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.

Qualifications and Experience

• Strong academic background including Mathematics and English.
• You are personable and good at building and developing client relationships.
• Experience dealing with tax reporting for deceased estates.
• Experience preparing Self-Assessment tax returns.
• Experience dealing with HMRC correspondence.
• Experience working to deadlines within a professional services environment.
• Experience using tax software and Microsoft Office applications.

Person Specification

• 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 Mac Roberts 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.

Create an alert subscription based on this vacancy