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Private Client Tax Assistant/Senior

  • Posted June 21, 2024
  • Negotiable
  • Aberdeen
  • Permanent

Private Client Tax Assistant/Senior

Our client is looking for a motivated Private Client Tax Assistant/Senior to join their Private Client Tax team. As a Private Client Tax Assistant/Senior, you will manage a diverse portfolio of clients, ensuring accurate and timely tax compliance and advisory services.


  • Hybrid working
  • Flexible working hours
  • Personal training and development plan
  • Generous life assurance policy
  • Generous private pension
  • Private medical insurance


  • Managing a portfolio of clients
  • Preparing Partnership Tax Returns for a varied portfolio of businesses
  • Completion of Capital Gains Tax 60-day returns for residential property disposals
  • Liaising with clients and HMRC in relation to basic tax and national insurance queries
  • Dealing with loss relief claims, pension charges, and capital gains tax reliefs
  • Processing Tax Return information and preparing Self-Assessment Tax Returns for a varied portfolio of clients, including trusts
  • Checking statements of account, repayments, payments, and dealing with clients’ queries regarding these
  • Providing 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
  • Assisting the tax teams with general tax administration tasks and delegation to administrative support teams

At Tax Senior level:

  • Reviewing simple tax returns prepared by Tax Assistants
  • Planning, scheduling, and delegating work to Tax Assistants and students, including developing staff and providing feedback
  • Providing support to the Tax Manager/Senior Tax Manager, by liaising with clients, colleagues, and HMRC

Required Skills:

  • ATT/CIOT qualified or near to completion (or equivalent experience)
  • A willingness to develop your tax knowledge
  • Relevant experience in a similar role is preferred
  • Strong communication and team working skills

If you are a dedicated and detail-oriented professional looking for a new challenge as a Private Client Tax Assistant/Senior, we encourage you to apply. Join our client’s team and advance your career in a supportive and flexible work environment as a Private Client Tax Assistant/Senior.

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