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Private Tax Adviser

3 months ago

Stamford UK, Lincolnshire, United Kingdom Duncan & Toplis Full time

Our Tax team is seeking an Private Tax Adviser. This role will be instrumental in assisting managers and directors to provide taxation advice to clients, while supporting your teams in the delivery of their work and ensuring that operational objectives are met. You will ensure compliance and quality standards are always maintained, client needs are identified, providing proactive support and advice, adhering to our client care programme and ensure client relationships are within our legislative framework, compliance and quality standards. This is an ideal role for someone wanting to gain more experience in managing a client portfolio.


The Duncan & Toplis group is one of the UK’s top regional accountancy firms, specialising in accountancy, tax, and business advice, as well as supporting clients with legal services, IT support, 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 through the Duncan & Toplis Foundation.


Your responsibilities

Here's a bit more on what you can expect to be doing day-to-day:

  • Delivering all elements of a tax project, tax advice or tax compliance with supervision (review) by your manager or director.
  • Training assistant team members, including regularly reviewing their work to ensure that client requirements are actioned.
  • Managing your workflow and client expectations, using your specialist knowledge and skills to add value to the bookkeeping hub.
  • Developing working relationships with clients and assisting in all aspects of the company’s relationships with them to maximise yield and performance.
  • Identifying areas of risk and viable opportunities for both current clients and potential clients.
  • Where appropriate, initiating and taking an active role in business development by promoting our full range of services to clients (cross-selling).


About you

We think you’ll need the following experience and qualifications to succeed in the role:

  • Possessing either partial or full CTA, ACA or ACCA qualifications or experienced as a Tax Lead
  • Demonstrated proficiency in collaborating within a team environment.
  • Must have UK Accounting / Practice experience
  • Must have UK Private Tax advisory experience.
  • People management experience
  • Robust communication and interpersonal skills


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 here.


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

Duncan & Toplis 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.