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Personal Tax Senior Associate
Are you ready to take your personal tax expertise to the next level?
The Organisation
- A prominent regional professional services firm, known for delivering high-quality advice to a diverse client base.
- Features one of Scotland’s largest tax departments outside the Big Four, serving both private clients and businesses of all sizes.
- Values collaborative working, continuous development, and a balance between flexibility and client service.
- Provides a wide range of professional services across multiple locations.
- Employs over 170 specialists, with a focus on high standards and client success.
- Offers flexible working, including in-person client meetings and team catch-ups.
- Operates within a global network of firms, enabling international capabilities.
The Role
The firm is seeking a motivated Personal Tax Senior Associate to join their growing team. This position offers a structured career development path and the opportunity to work on complex technical projects in a supportive environment.
Key Responsibilities:
- Manage a varied portfolio of private client and unincorporated business clients, ensuring compliance deadlines are met.
- Prepare and review:
- Income tax returns
- Capital gains tax computations
- Partnership/trust returns
- Supervise junior staff, providing guidance and review on routine compliance tasks.
- Support ad-hoc advisory projects, developing technical expertise over time.
- Draft correspondence with:
- Clients
- HMRC
- Third-party advisers
- Engage with HMRC and assist in client meetings to present tax advice.
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The Ideal Candidate
We are looking for an enthusiastic professional with a proactive mindset, eager to grow their technical knowledge. The right candidate will thrive in both independent and team-based work environments while delivering excellent client service.
Mandatory
- Minimum of 2 years’ experience in a tax department, with proven technical competence in private client work or unincorporated businesses.
- Strong numeracy, written communication, and attention to detail.
- Demonstrates a good understanding of tax compliance processes and deadlines.
- Holds (or is working towards):
- ATT qualification (or equivalent).
- Ambition to complete CTA (preferred but not mandatory).
- Ability to explain complex technical issues clearly and confidently.
- Willingness to learn, develop, and adapt quickly.
Preferred
- Experience preparing:
- Capital gains tax returns
- Partnership tax returns
- Trust tax returns
- Knowledge of:
- UK tax legislation
- IFRS
- UK GAAP/FRS 102
- Strong:
- Client care skills
- Commercial awareness
- Confidence in:
- Handling correspondence with HMRC
- Participating in tax-related client meetings
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On Offer
- A dynamic, growth-focused work environment.
- Competitive salary and benefits.
- Varied, high-quality client work opportunities.
- Flexible working arrangements.
- Supportive collaborative culture.
- Partnership and progression pathways.
- Dedicated support for ongoing professional development and qualifications.
“If you are passionate about private client tax and ready to make a difference, this could be the perfect next step in your career.”
iMultiply is committed to diversity and equal opportunity. They adhere to anti-discrimination policies and encourage applications from all groups, particularly women and those from Black and Minority Ethnic (BME) backgrounds. Research shows these groups are often less likely to apply when they do not meet 100% of role requirements. Applicants who feel they could succeed with growth opportunities are strongly encouraged to apply.
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