Personal Tax Assistant

Are you ready to play a vital role in supporting clients with their tax needs?

The Practice

A well-established, independent firm of accountants and business advisors operating across a central region of the UK. The firm has a strong reputation for providing clear advice and long-term support to a diverse range of clients, including owner-managed businesses, SMEs, and larger corporations. With a team of over 100 staff and a commitment to professional development, the organisation values a collaborative environment and personal growth.

The Role

This is a varied and supportive position suited for someone looking to grow within personal and corporate tax. You will assist in preparing tax computations, liaise with HMRC, and help manage a portfolio of small clients. The role aims to provide practical experience and opportunities to develop technical skills and client management abilities.

Prepare corporate and personal tax computations supporting HMRC submissions

Assist in drafting proposals for new client engagements

Coordinate tax payments, loss relief claims, and capital allowances

Keep up-to-date with UK tax legislation and regulations

Communicate with HMRC on behalf of clients, both orally and in writing

Handle administrative tasks such as scanning, filing, and maintaining tax documentation

Liaise with the audit and accounting teams to ensure integrated service delivery

Manage a small portfolio of clients, ensuring timely filings and identifying tax-saving opportunities

Contribute positively to the team environment, supporting colleagues and taking ownership of tasks

The Person

A capable professional with solid UK tax experience, eager to develop further, and committed to delivering high-quality service. The right candidate will be well-organised, commercially aware, and a good communicator.

Mandatory

At least 2 years’ experience within a UK tax team

Studying towards a tax qualification or ATT qualified

Strong technical knowledge of UK corporation and personal tax

Proficient in Excel and MS Office; familiarity with tax software preferred

Ability to work independently and meet deadlines

Effective communicator, both written and orally

Preferred

CTA qualification or progress towards it

Experience with tax planning, compliance, and HMRC procedures

Exposure to accounting software such as Sage, Xero, or QuickBooks

Knowledge of tax automation and reporting tools

Experience working in SME or practice environments

ON OFFER

This is a full-time, permanent role based in a friendly office environment in the Dunfermline area. The organisation offers a competitive salary package and a range of benefits designed to support your career and personal life. Opportunities for professional development are built into the role, ensuring continuous growth.

Workplace pension scheme and three times life assurance

Employee assistance and wellbeing programmes

High street discounts and online perks

Regular personal development meetings

Participation in ESG and health initiatives

iMultiply is committed to diversity and will promote diversity for all employees, workers and applicants. iMultiply will treat everyone equally and will not discriminate on the grounds of an individual's 'protected characteristic’. If you like the look of this vacancy and think you could perform the role, but, you don't think you meet all the requirements, please DO APPLY for this opportunity. Data shows that certain groups, mainly women and people from Black and Minority communities, are less likely to apply for jobs where they don't meet 100% of role requirements. iMultiply would encourage you to apply for roles where there is room for development and growth.