Personal Tax & AML Compliance Specialist

Personal Tax & AML Complaince Specialist - Join The Long Partnership

Established in 2001 and with deep-rooted ties in Scottish accountancy since 1986, The Long Partnership prides itself on offering impeccable accountancy & advisory services across the Highlands and Moray.

Location:  Inverness  (with Hybrid working)

Hours:      Monday to Friday, 09:00 hrs – 17:00 hrs 

What Will You Do?

As our Personal Tax & AML Compliance Specialist, you’ll play a pivotal role, reporting to the Office Manager. Your dual-role responsibility will encompass:

Personal Tax

  • Prepare, review, and submit individual and partnership tax returns, including self-assessment tax computations, to HM Revenue & Customs.
  • Engage with clients to obtain accounting records and prepare income & expenditure statements.
  • Review statements in collaboration with the manager and integrate trading results into the tax return software.
  • Coordinate with team members to ensure timely receipt and analysis of directors’ loan accounts.
  • Prepare, review, and submit forms P11D, advise clients on National Insurance implications for employment-related benefits, and ensure all submissions meet HM Revenue & Customs requirements.

AML Compliance Administration

  • Complete AML compliance documentation for all new clients, including ID checks and record onto IRIS.
  • Conduct thorough customer due diligence (CDD) and enhanced due diligence (EDD) checks where necessary.
  • Report any suspicious activities by completing SAR report to the Office Manager / Compliance Officer in a timely manner.
  • Review and update client records, ensuring that documentation is current and compliant with AML regulations.

What We’re Looking For:

Qualifications: HND/Bachelor’s degree in Accounting/Finance. Membership with ACCA, ACA, CIMA, or similar is an advantage but not essential.

Experience: Proven expertise in UK personal tax, knowledge of AML regulations, and familiarity with IRIS.

Qualities: Attention to detail, ethical behaviour, effective communication, adaptability, client-centric mindset, and a collaborative spirit.

Why The Long Partnership?

Being a long-established Accountancy firm, our team truly understands our clients’ unique needs. We believe in continuous growth, offering ongoing training, a flexible work environment, and generous holiday entitlements to our dedicated team.

Join us in our mission to offer unparalleled accountancy services in the region. If you have the skills, experience, and passion, we’re eager to meet you!

Apply Now and Become a Part of Our Dynamic Team in Inverness!

The Long Partnership is an equal-opportunity employer. All applications are to be submitted to our Recruitment Business Partner, via email to, your application will be considered with strict confidentiality.

Contact details for all enquiries:



Striving to deliver exceptional financial services >>>

Scroll to Top