Senior Tax Assistant - Personal Tax

We are seeking a part-time Senior Tax Assistant - Personal Tax to join our Tax team in Glasgow.

About Us

Wbg's roots lie in a forward-thinking and dynamic business that has evolved through vision, energy and the quality of its people. The company's heritage stretches back 300 years as a reputable and trusted partner. We are in a new period of evolution as an ambitious player in an exciting market, and our mission is to help our people and clients achieve their ambitions.

About the Job

This role encompasses making an effective and positive contribution to our personal tax advisory services.

Key Responsibilities

1. To liaise with the Head of Dept/Manager to deliver tax returns
2. To liaise with clients to obtain information and manage deadlines
3. To prepare tax returns, computations and schedules
4. To offer advice to clients and ensure statutory regulations are understood
5. To attend client meetings where required
6. To research tax technical issues where required
7. To manage workflow and ensure jobs are delivered on time and, where appropriate, to meet agreed completion/submission targets
8. To manage and control wip on a monthly basis
9. To prepare fees on a monthly basis
10. To keep technically up to date with attendance at courses, personal reading and research
11. To promote tax services and develop business as required
12. Any other appropriate tasks, as directed

Reporting To

Head of Dept/Manager

About You

Successful candidates must be able to work within a busy office environment across our client base. As first point of contact for many clients, you must be a confident communicator. You will be ATT/CTA qualified or equivalent, with proven tax experience at this level (approx. 5 years). Experience in personal and/or corporate tax is essential. A quality approach to work is essential, along with excellent organisational skills.

Personal Qualities

1. Proven organisational skills
2. Takes ownership of the task
3. Excellent communication skills (verbal and written)
4. Enthusiastic, results-driven, co-operative
5. Positive and confident approach to work
6. Client focussed
7. Quality approach to work (first time, on time, every time)
8. Can work effectively in a team environment or on own initiative

Other Information

Based: The role will be based at the office location; 50% hybrid
Hours: x3 days per week. Other flexible working patterns may be considered.
Salary: Competitive
Other:

• We have developed a set of Essential Behaviours which form part of every role profile and contribute to positive culture
• Some overtime may be expected at times of peak workload