Working hours: Full-time (will consider part-time arrangements)
Department: Private Wealth & Tax
Location: Edinburgh
The team Shepherd and Wedderburn are recruiting for a Senior Tax Manager to join our Private Wealth and Tax team based in Edinburgh.
The role Main Duties Managing the Tax Compliance Team (currently 3 full-time employees).
Ensuring that procedures are in place to obtain information from clients to enable tax returns and provisions to be prepared within appropriate timescales.
Reviewing tax returns for individuals, trusts, charities and estates prepared by the Team to ensure high service levels.
Ensuring that procedures are in place for tax returns and forms to be submitted timeously to HMRC and for tax to be paid within relevant time limits.
Ensuring that Team members comply with the firm's time recording and record-keeping policies and that fees are issued timeously by the Team.
Dealing with appraisals, holiday requests and absence notifications for the members of the Team.
Advising clients in relation to tax returns, claims and elections, and tax liabilities.
Experience Recent experience of managing a team.
A good knowledge of tax returns for individuals, trusts, charities and estates.
Experience of advising clients in relation to tax compliance.
Experience in the use of tax software and HMRC online forms.
Excellent organisational and communication skills.
A proven ability to interact successfully with clients, sometimes in difficult situations.
Keen to expand knowledge of tax and develop wider experience.
Skills Demonstrates appropriate knowledge of tax compliance and tax law.
Ability to communicate successfully with a wide range of clients.
Ability to design and implement procedures to ensure high service levels.
Effective spoken and written advocacy skills.
Ability to manage the Team to meet objectives within agreed timescales and budgets.
Complies with all firm policies and procedures, including financial, legal and regulatory requirements.
Keeps clients and colleagues up-to-date with latest developments where appropriate.
Designs and implements improvements in working methods.
Makes effective use of the firm's information management systems and financial systems.
Displays a commitment to ensuring the Team meets relevant targets.
Participates in development of new Team objectives.
Participates willingly in business development and, where appropriate, client and firm events.
Other information If you would like further information on the role or require accommodations to make your application please contact Cara Harper at or call 07768 153 317.
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