Personal Tax Assistant, Asset Protection
Not disclosed
Salary
Not disclosed by employer
£41,700
Going rate
Skilled Worker going rate
This role likely qualifies for a Skilled Worker visa
SOC 4129 (85% match) is an eligible occupation, with a going rate of £41,700, and Morton Fraser MacRoberts LLP is a licensed sponsor. That is our reading of the rules. Whether they issue a Certificate of Sponsorship is still their call.
This could also be SOC 2423 (Taxation experts, Advert mentions tax advisory support and technical knowledge). We read the code off the advert, so it is our best guess, not the employer's.
About the role
Personal Tax Assistant, Asset Protection
Location: Edinburgh or Glasgow
Reports To: Personal Tax Senior Tax Manager
Morton Fraser MacRoberts (MFMac) is a leading independent Scottish law firm, known for combining deep legal expertise with clear, practical advice that helps clients achieve their objectives. With more than 480 people across its Edinburgh and Glasgow offices, including 72 partners, the firm provides a full range of legal services to businesses, public sector organisations, charities, individuals and families.
MFMac works with clients across the private, public and third sectors, supporting some of the UK's most recognisable organisations and institutions. Its client base includes the UK and Scottish Governments, Breedon Group plc, CALA Homes, Diageo, HSBC plc, the Ministry of Defence, NHS Scotland, Schuh, Skyscanner and SSE plc. Through its sector knowledge, collaborative approach and commercial focus, the firm delivers practical solutions to complex legal challenges.
Summary of Role
To provide personal tax compliance and administrative support to the Tax Department by assisting on a portfolio of deceased estates, individual clients and trusts, assisting in the preparation of Self-Assessment tax returns and providing tax administration support, including liaising with HMRC. The role requires an understanding of UK personal taxation, including Scottish Income Tax, and a commitment to delivering excellent client service.
Key Tasks
Personal Tax Compliance
- Assist with the preparation of self-assessment tax returns and informal tax reporting for estates.
- Assist with the preparation of self-assessment tax returns for individuals.
- Assist with the preparation of self-assessment tax returns for trusts.
- Prepare personal tax computations and supporting schedules.
HMRC Liaison
- Correspond with HMRC regarding client affairs.
- Resolve routine tax queries and compliance matters.
- Monitor HMRC notices and ensure appropriate action is taken.
Tax Advisory Support
- Support work relating to:
- Scottish Income Tax
- Capital Gains Tax
- Property taxation
- Trust taxation
Administration and Systems
- Maintain accurate client records and tax software databases.
- Manage workflow and document management systems.
- Ensure compliance with internal quality control procedures.
- Support billing and engagement administration processes where required.
Professional Development
- Maintain and develop technical tax knowledge.
- Attend internal and external training sessions.
- Work towards a relevant professional qualification.
- Keep up to date with changes in tax legislation and HMRC practice.
Qualifications and Experience
- Strong academic background including Mathematics and English.
- You are personable and good at building and developing client relationships.
- Experience dealing with tax reporting for deceased estates.
- Experience preparing Self-Assessment tax returns.
- Experience dealing with HMRC correspondence.
- Experience working to deadlines within a professional services environment.
- Experience using tax software and Microsoft Office applications.
This description is the source posting as it read when we added it. We are not affiliated with Morton Fraser MacRoberts LLP, so check their own site for the current details.
Where this offer sits in the market
SOC 4129 · UK · ONS ASHE 2025 · ~79k in sampleSimilar sponsored roles
See all UK visa jobsNo close matches live right now.
Browse more sponsored jobs at Morton Fraser MacRoberts LLPAbout sponsorship for this role
Does this job guarantee visa sponsorship?
Not necessarily. Morton Fraser MacRoberts LLP holds a sponsor licence, but sponsorship for a specific hire is always the employer's decision. Be upfront in your application that you'll require it.
What salary is needed for this role to be eligible?
The offer must clear both the general threshold and the SOC 4129 going rate of £41,700. New-entrant and shortage discounts can lower it.