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Personal Tax Associate

Job Description - Personal Tax Associate

?? Personal Tax Associate - Make Your Next Move Count! ??

?? Location: Edinburgh or Dunfermline (Hybrid working available)
?? Experience: Min 2 years in tax
?? Contract: Full-time, permanent
?? Salary: Competitive + great benefits

Want to be part of a growing firm that actually puts people first?
We’re looking for an experienced Personal Tax Associate to join a dynamic team that’s all about collaboration, flexibility, and supporting clients to reach their goals.

If you're someone who’s passionate about tax, loves working with clients, and enjoys being part of a close-knit, supportive team—this could be the role for you.

?? What You’ll Be Doing

  • Preparing personal tax computations and submitting returns to HMRC

  • Managing your own small client portfolio

  • Coordinating tax payments, capital allowances, loss relief and more

  • Spotting tax planning opportunities

  • Supporting proposals and new client onboarding

  • Liaising with HMRC and internal teams

  • Staying sharp with up-to-date technical knowledge

  • Keeping things organised—scanning, filing, and staying on top of deadlines

?? What We’re Looking For

  • ATT qualified, with 2+ years’ experience in a tax role

  • A people person with strong communication skills

  • Great attention to detail and able to work independently

  • Good technical tax knowledge and solid IT skills

  • Someone who’s organised, adaptable, and team-focused

  • Eager to deliver an exceptional service and grow their career

?? What’s In It for You?

  • Hybrid + flexible working—because life happens

  • Competitive salary + bonus opportunities

  • Fully paid CPD + professional subscriptions

  • Workplace pension & 3x life cover

  • Employee Assistance Programme & Reward Gateway access

  • Regular 1-to-1s for your personal development

  • The chance to contribute to meaningful internal initiatives like ESG & Wellbeing groups

If you're ready to join a firm where your voice matters and your work makes a real impact, we’d love to hear from you.

?? Apply now and let’s talk!

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