Morton Fraser MacRoberts LLP
Personal Tax Assistant, Asset Protection
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Personal Tax Assistant, Asset Protection
Location: Edinburgh or Glasgow
Reports To: Personal Tax Senior Tax Manager
About Morton Fraser MacRoberts (MFMac)
Morton Fraser MacRoberts (MFMac) is a leading independent Scottish law firm, known for combining deep legal expertise with clear, practical advice that helps clients achieve their objectives. With more than 480 people across its Edinburgh and Glasgow offices, including 72 partners, the firm provides a full range of legal services to businesses, public sector organisations, charities, individuals and families.
MFMac works with clients across the private, public and third sectors, supporting some of the UK's most recognisable organisations and institutions. Its client base includes the UK and Scottish Governments, Breedon Group plc, CALA Homes, Diageo, HSBC plc, the Ministry of Defence, NHS Scotland, Schuh, Skyscanner and SSE plc. Through its sector knowledge, collaborative approach and commercial focus, the firm delivers practical solutions to complex legal challenges.
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.
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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.
HMRC Liaison
- 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
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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.
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