Private Tax Adviser

6 months ago


East Midlands, United Kingdom Duncan & Toplis Full time

Tax | Full-time | East Midlands

We have an opportunity for a qualified individual with UK tax knowledge to join our team as a Private Tax Adviser, providing advice to clients while supporting the team in the delivery of their work and ensuring that operational objectives are met.

Duncan & Toplis, one of the UK’s top regional accountancy firms, specialise in accountancy, tax, business advice, legal services and wealth management. Established in 1925, the team provide services to more than 12,000 businesses and individuals. We help each other as well as our communities, taking our social responsibility seriously by supporting local initiatives.

We develop talent and encourage ambitious individuals to progress their careers and expand their professional and personal development, whilst always ensuring we put our values at the forefront of everything we do.

**We’re looking for talented people like you**:
Joining us as a Private Tax Adviser, you will be ACA, ACCA, or CTA qualified or ATT qualified with a minimum of two years post-qualification experience. You will have good communication skills that enable you to work effectively in collaboration with other team members to scope out client requirements and ensure that assignments are carried out efficiently within specified budget(s) as well as actively participating in pitching for new business opportunities and developing tender documents.

It would be advantageous to have the following knowledge and skills, but we welcome all applicants to join our talented team:

- Ability to work as part of a wider team as well as independently
- Excellent written and verbal communication skills and interpersonal skills
- Familiarity with cloud accounting software and Microsoft Office 365

**What does this role involve?**:
As a Private Tax Adviser, you will be a key member of the team delivering UK tax support and advice to clients, ensuring client relationship managers are well informed and receive regular updates on project progress, along with identifying and escalating any issues as necessary. You will write technical reports of findings and review those prepared by other team members, providing timely feedback on their work. You will be responsible for the overall quality of individual client assignments and the production of a complete product, whilst ensuring invoices are raised in a timely manner.

In addition, you will ensure that everyone in your team is equipped with the skills they need to deliver the best possible client experience, coupled with clear career opportunities and a supportive work environment in which talents can flourish. You will conduct performance reviews and set clear objectives, maintaining fairness, equality, diversity, and inclusivity.

Working alongside our team of tax experts, there is a great opportunity to share your experience and expertise whilst also expanding your own technical knowledge. Study for the CTA qualification will be fully supported for those who have not yet achieved it but have the ambition to do so.

**Be a Duncan & Toplis team member**:
At Duncan & Toplis we offer flexible working arrangements through our flexible working guide, called ‘How we work’. You can read more about How we work here.

As part of our benefits package, we also offer mental health support, time to volunteer for charitable work, and a discretionary Christmas bonus. These are just some of the perks of working at Duncan & Toplis.


  • Tax Adviser

    6 months ago


    East Midlands, United Kingdom Duncan & Toplis Full time

    Tax | Full-time | East Midlands, Grantham We have an exciting opportunity available for a Tax Adviser to join our trust team. **We’re looking for talented people like you**: As a Tax Adviser, you will be part or fully qualified in AAT, ATT, CTA, ACA, or ACCA or qualified by experience and deliver high-quality compliance services and tax advice to our...


  • East Midlands, United Kingdom Cedar Full time

    We are looking for a Private Wealth Tax Specialist to join our growing team at Cedar.In this role, you will be responsible for providing expert tax advice to high-net-worth individuals and trusts, building strong relationships with clients and trust teams, and collaborating with senior management to drive business growth.The ideal candidate will have a solid...


  • East Midlands, United Kingdom Cedar Full time

    About Cedar:Cedar, a leading financial services company, is seeking a highly skilled Private Client Tax Manager to join their growing team. This role is perfect for an individual with a solid background in delivering technical tax advice on advisory projects, who excels in a commercial setting and possesses strong leadership qualities.Key...


  • East Staffordshire, United Kingdom Cedar Recruitment Full time

    Private Client Tax Assistant Manager - Staffordshire A leading firm is recruiting a Private Client Tax Assistant Manager to join its supportive and dedicated Tax team, delivering high standards of compliance and tax advice in a professional and consultative manner.The firm values its people as its greatest asset, providing a positive working environment...

  • Tax Director

    4 weeks ago


    South East England, United Kingdom Bennett and Game Recruitment LTD Full time €90,000 - €120,000

    Corporate Tax Director required. Our client are a leading top 40 firm of accountants and financial advisers, who are seeking a qualified Corporate Tax Director in Central London area. The successful Tax Director will be ideally CTA qualified with at least 3 years' experience post qualification. The Tax Director will be tasked with directly supporting the...


  • West Midlands, United Kingdom Realm Recruit Full time

    No individual targets - Specialist private client/tax law firm, highly ranked in the Legal 500 - Hybrid working A highly reputable specialist private client firm based in Warwickshire is recruiting for a Private Client Solicitor with 2+ PQE and demonstrable tax experience to join its growing team. The opportunity comes with the chance to work with the very...


  • East Midlands, United Kingdom Duncan & Toplis group Full time

    Tax Adviser RoleWe are seeking a qualified Financial Advisory Professional to provide expert advice and compliance services as part of our private tax team.This role involves delivering all elements of tax projects, advice, and compliance services while managing your own workflow and client expectations. You will work closely with clients to maximise yield...


  • East Midlands, United Kingdom Duncan & Toplis group Full time

    About the RoleWe are seeking an experienced Tax Adviser to join our private tax team as a key member of staff.Key ResponsibilitiesDeliver all elements of tax projects, advice, and compliance services while managing your own workflow and client expectations.Work as part of a team with your work reviewed by your manager or director.Assist in the training and...


  • West Midlands Combined Authority, United Kingdom Clark Wood - Tax Recruitment Full time

    Clark Wood - Tax Recruitment is proud to offer a challenging and rewarding Corporate Tax Senior role in our Worcester office.This exciting opportunity allows you to utilise your skills and experience in tax advisory and compliance services to support a wide range of businesses, OMBs, SMEs, and Listed clients. As a Corporate Tax Senior, you will be part of...

  • Tax Director

    2 weeks ago


    East Midlands, United Kingdom Duncan & Toplis group Full time

    Our Corporate Tax team is seeking a Tax Director to lead the delivery of UK corporate tax compliance work, taking responsibility for client relationships and delivering projects. As part of the management team, you will provide direction and leadership within your service line in accordance with our culture and values, including formulating plans and...

  • Private Client

    2 weeks ago


    Eastbourne, East Sussex, United Kingdom Henderson Scott UK Full time

    Join a highly regarded, Lexcel-accredited law firm with over 110 years of history and a reputation for approachable and reliable legal service. They are committed to client-focused care, a welcoming environment, and a forward-looking approach to legal practice. Accredited by the Solicitors Regulation Authority, they combine traditional values with modern...

  • Private Client

    2 weeks ago


    Eastbourne, East Sussex, United Kingdom Henderson Scott UK Full time

    Join a highly regarded, Lexcel-accredited law firm with over 110 years of history and a reputation for approachable and reliable legal service. They are committed to client-focused care, a welcoming environment, and a forward-looking approach to legal practice. Accredited by the Solicitors Regulation Authority, they combine traditional values with modern...

  • Senior Tax Advisor

    2 weeks ago


    West Midlands Combined Authority, United Kingdom Clark Wood - Tax Recruitment Full time

    Are you a seasoned tax professional looking for a new challenge?We are seeking an experienced Corporate Tax Senior to join our team in Worcester, where you will have the opportunity to work with a variety of clients across different industries.The successful candidate will possess a strong understanding of tax advisory and compliance services, as well as...


  • East Anglia, United Kingdom Taylor Rose Recruitment Ltd Full time

    We are seeking a highly skilled Private Client Tax Manager or Senior Manager to join our client, a forward-thinking firm of Chartered Accountants in St Albans. As a CTA Qualified individual, you will be allocated an impressive client portfolio including HNWIs, Directors, Partnerships, Trusts and Estates, where you will have the opportunity to provide tax...


  • East Liverpool, Ohio, United Kingdom Association of International Certified Professional Accountants Full time

    Tax Compliance Expert for Private ClientsWe are recruiting a tax compliance expert to join our private client team in Liverpool.This role presents an excellent opportunity to gain experience in personal tax and trust work while working with a reputable and growing firm.Your Key Responsibilities: As a tax compliance expert, you will be responsible for...


  • West Midlands Combined Authority, United Kingdom Clark Wood - Tax Recruitment Full time

    An exciting opportunity has arisen for a Corporate Tax Senior to join our client's Worcester office.The successful candidate will be responsible for providing tax advisory and compliance services to a diverse range of clients, including businesses, OMBs, SMEs, and Listed companies.Key Responsibilities:Preparing tax computationsFiling corporate tax...


  • East Midlands, United Kingdom Cedar Full time

    Cedar is seeking a seasoned Tax Advisory Director to lead their Private Client Tax team.As a key member of the management team, you will play a crucial role in driving business growth and developing strategic relationships with high-net-worth individuals and trusts.The ideal candidate will have a strong track record in delivering technical tax advice on...

  • Tax Director

    2 months ago


    South East England, United Kingdom Curtis Recruitment Full time

    We are recruiting for a Tax Director on behalf of our client, a well-established medium sized accountancy practice based in Londons West End. The role is to support the firms expanding tax department and would suit a CTA qualified mixed tax professional. This Tax Director role offers a competitive salary, depending upon experience, a great benefits...


  • East Midlands, United Kingdom Duncan & Toplis group Full time

    We are seeking a talented Tax Adviser to join our corporate tax team. As a key member of our team, you will be responsible for leading projects, providing advice, and ensuring compliance.About the RoleThis role involves working with other team members to scope client requirements and ensure timely completion within specified budgets. You will also be...

  • Tax Compliance Expert

    2 weeks ago


    East Midlands, United Kingdom Blusource Professional Services Ltd Full time

    **Role Summary**We are looking for a highly skilled Tax Compliance Expert to join our team at Blusource Professional Services Ltd. The successful candidate will have a strong background in personal tax compliance and advisory services.**Key Responsibilities:**Support the Tax Director with tax compliance, private client returns, advisory, and tax...