Private Assistant Tax Manager

1 month ago

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

Our Tax team is seeking an Private Assistant Tax Manager. 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.


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:

  • Lead and nurture team members, fostering growth through constructive feedback and performance evaluations, setting clear objectives for their development.
  • Oversee a diverse client portfolio, leveraging your expertise to enhance the value proposition.
  • Take ownership of the quality of client projects, ensuring they meet objectives within budget constraints, actively engaging in audit planning and execution alongside your team.
  • Collaborate with colleagues to define client needs, ensuring efficient project delivery within specified timelines and budgets.
  • Engage with management, providing regular updates and addressing any concerns promptly to maintain client satisfaction.
  • Expand business reach by cultivating relationships with potential clients, actively participating in marketing initiatives to generate new opportunities.


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.
  • 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.

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