Inheritance Tax Advisor

6 days ago


East Midlands, United Kingdom Duncan & Toplis group Full time

We are seeking an experienced Inheritance Tax Advisor to join our team at Duncan & Toplis. As a key member of our private tax team, you will be responsible for providing expert advice and compliance services to our clients.

Key Responsibilities:
  • Deliver all elements of tax projects, advice, and compliance services with minimal supervision.
  • Manage your own workflow and client expectations to ensure timely delivery and high-quality results.
  • Work closely with clients to identify areas of risk and viable opportunities for both current and potential clients.

As a successful candidate, you will have:

  • A strong background in taxation, with experience in inheritance tax, capital gains, allowances, trusts, income tax, and incorporation work.
  • ACA, ACCA, CTA, or ATT qualification and a minimum of one year's post-qualification experience.
  • Excellent interpersonal and people management skills, with the ability to communicate complex ideas effectively.

Salary: £45,000 - £65,000 per annum.

At Duncan & Toplis, we believe in investing in our employees' careers and well-being. We offer a range of benefits, including flexible working arrangements, time-matched volunteer hours, online fitness classes, and mental health support.



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