Personal Tax Assistant

Lusona Consultancy (Financial) Limited
Dunfermline, Fife
15 Jun 2017
15 Jul 2017
Contract Type
Full Time

Personal Tax Assistant required for this fast growing independent firm of Accountants based in the east coast of Scotland. The role offers the opportunity to work with a varied portfolio of personal tax clients, mainly but not exclusively in the medical sector, including sole traders and partnerships, providing both compliance and advisory services.

Role responsibilities:

  • Prepare personal and partnership tax returns, including business tax and capital allowances computations and partners' expense claims
  • Manage the compliance process for a portfolio of clients, ensuring that deadlines are met and that management is kept informed
  • Preparation of capital gains tax computations and advising clients accordingly
  • Preparation of sole trader income and expenditure accounts
  • Preparation of GP annual certificates of pensionable profits
  • advising clients of tax, national insurance and NHS superannuation liabilities as appropriate
  • Dealing with general correspondence, telephone calls, e-mails with clients, HMRC and others

Skills required:

  • Minimum of 2 years experience of personal and business tax and capital allowances computations
  • Previous experience of dealing with medical practitioners is an advantage but not essential
  • Knowledge of CCH software
  • Proficient use if Word and Excel
  • Good communications skills
  • Good time management skills and ability to manage multiple workstreams and deadlines

Competitive salary DOE + benefits. For further information contact Lesley Drew