Tax Compliance Manager

The Shepherd + Wedderburn Tax Team works on a portfolio of high net worth individuals and other individual clients of the firm, together with a large number of trusts and estates. The team also carries out ancillary work such as CGT 60 day reporting for residential property transactions.

Our current Tax Team structure consists of a Tax Compliance Manager, three Tax Assistants and associated administrative support across our Edinburgh and Glasgow offices.

This position is a hybrid working role based at our Edinburgh office.

The role Main Duties

• Managing the junior members of the Tax Compliance Team (currently 3 full-time employees).
• Advising clients in relation to tax returns, claims and elections, and tax liabilities.
• Working alongside the existing manager to ensure 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 fees are issued in a timely manner by the Team.

The candidate

• Recent tax compliance experience ideally with knowledge of trusts 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.
• Recent experience of managing a team.
• A proven ability to interact successfully with clients, sometimes in difficult situations.
• Keen to expand knowledge of tax and develop wider experience.

Technical Skills/Experience

• Demonstrates appropriate knowledge of tax compliance and tax law.
• Ability to communicate successfully with a wide range of clients.
• Ability to implement procedures to ensure high service levels.
• Effective spoken and written advocacy skills.

Business/Work Management

• Ability to manage the Team to meet objectives within agreed timescales and budgets.
• Complies with all firm policies and procedures, including financial, and legal and regulatory requirements.
• Keeps clients and colleagues up-to-date with latest developments where appropriate.
• Suggests and implements improvements in working methods.
• Makes effective use of the firm's information management systems and financial systems.

Firm Contribution

• 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

HR Contact

If you would like further information on the role or require accommodations to make your application please contact .

Diversity and Inclusion

At Shepherd and Wedderburn we strive to provide a supportive, inclusive and high performance working environment, where everyone feels they belong. Diversity and inclusion is at the heart of our business and we therefore welcome applicants from different backgrounds to all levels of the organisation. To foster inclusivity we particularly encourage applications from those who may be from underrepresented groups, including candidates from Black, Asian and minority ethnic backgrounds, LGBT+ people, people with disabilities or who are neurodivergent and those from lower socio-economic backgrounds.

Data Protection

Shepherd and Wedderburn is committed to protecting the privacy and security of your personal information that we collect as a "controller". The information provided by you will be processed in accordance with our Privacy Notice for Applicants. If you are successful in obtaining paid employment with us we will hold your information in accordance with our Privacy Notice and Data Retention Policy for Personnel, which will be provided to you at the relevant time.

Relevant information will be disclosed to the interview panel and Human Resources staff members. We may contact any referees provided for the purposes of discussing your application and will ask your permission before doing so.

If you provide any information deemed to be "special category" information under the General Data Protection Regulation, we may use this as follows:

• We will use any information provided in relation to reasonable adjustments to make appropriate arrangements for interview or other selection processes.
• We will use any information provided in our diversity monitoring form to ensure meaningful monitoring and reporting. Any analysis of this data will be done on an anonymous basis.

Should your application be unsuccessful, the information provided will be deleted on the basis of the timescales set out in our Privacy Notice for Applicants.

If you have any further questions about how we process and store your information, or your rights in relation to this, please refer to our Privacy Notice for Applicants.