Tax Advisor (private client)

At Duncan & Toplis, we are recognised as a trusted, and one of the largest independentfirms of accounts in the UK. Winners of the Proffessional Services Firm of the Year 2023, with 11 offices located across the East Midlands, our services include accountancy, tax and business advice, audit, HR, marketing and sales, payroll, wealth management, legal and probate, IT solutions, and support for international trade.

We are an award-winning company with a reputation for dedication, commitment, and attention to detail, offering real value to our clients.

Our Tax Advisory team is seeking a qualified Tax Advisor, as part of the tax team, this role will be instrumental in providing expert tax advice, and submit compliance assignments to ensure the successful completion of tax advice for relevant clients. This role can be based in our Spalding or Grantham office.

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.

About you

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

• You will be ACA, ACCA, or CTA, or ATT qualified with a minimum of 1 year’s post-qualification experience.

• Experience in Inheritance tax, capital gains, allowances, trusts, income tax and incorporation work.

• Interpersonal and people management

• Organised with good time and budget management.

• Ability to prioritise own workload.

• Self-motivated for technical knowledge and personal development

• Familiarity with Microsoft Office 365

• You are based in the east midlands, can commute to either our Grantham or Spalding office.

Our offer

At Duncan & Toplis we offer flexible working arrangements through our flexible working guide, called 'How we work’.

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.

About Duncan & Toplis

We are one of the largest independent accounting and business advisers in the East Midlands, providing a full range of services across our region and beyond.

Our team includes more than 450 talented individuals who work together to support more than 12,000 businesses and individuals. We take great pride in being a trusted partner to our clients, helping them to achieve their goals through services that are tailored to their needs.

We are an award-winning company with a reputation for dedication, commitment, and attention to detail to offer real value to our clients. Our services include accountancy, tax and business advice, audit, HR, marketing and sales, payroll, wealth management, legal and probate, IT solutions, and support for international trade.

Sounds like the culture you’d love to be a part of? Give us a shout!

Not only do we embrace and celebrate the diversity of our customer base, but we also strive to do the same for our growing team. At Duncan & Toplis, we are committed to offer equal employment opportunities regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, or other class protected by applicable law.