At a Glance
- Tasks: Assist clients with tax planning and deliver high-quality tax advice.
- Company: Join Duncan & Toplis, a leading independent accountancy firm celebrating 100 years of excellence.
- Benefits: Enjoy flexible working, volunteer hours, fitness classes, and mental health support.
- Other info: Be part of a diverse team committed to inclusivity and professional growth.
- Why this job: Make a real impact by helping clients achieve their financial goals through expert tax advice.
- Qualifications: Experience in UK Private Tax compliance or advisory; willingness to learn is key.
The predicted salary is between 40000 - 50000 £ per year.
Duncan & Toplis is one of the UK’s largest independent accountants and business advisers. Celebrating our 100-year anniversary in 2025, we are on course for the biggest period of growth in our history. Our vision to be the team that clients always choose to work with and where talented people belong remains at the forefront and guides everything that we do.
Our Tax Project Team is seeking a Private Tax Adviser, to focus on Tax Project work. You will play a pivotal role in our continued success by 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 ensuring client relationships are within our legislative framework, compliance and quality standards.
This is an ideal role for someone who would like to be more involved with helping clients achieve their goals through tax planning and analysis. Prior experience in these types of planning is not necessary; the key attributes we are looking for are willingness to learn and a desire to help clients find the best solutions for them.
The advice you could expect to be involved includes the following:
- Inheritance tax planning
- Remuneration planning
- Incorporation of businesses
- Capital allowance reviews
- Capital Gains tax advice
- International tax planning
What You’ll Be Doing
- Delivering all elements of a tax project, tax advice 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
- 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)
What You’ll Need to Succeed
- Possessing either partial or full CTA, ACA or ACCA qualifications or experienced in a Tax role
- Demonstrated proficiency in collaborating within a team environment
- Must have UK Accounting / Practice experience
- Must have UK Private Tax compliance or advisory experience
- Robust communication and interpersonal skills
Why Join Duncan & Toplis?
From flexible working arrangements and time-matched volunteer hours to online fitness classes and mental health support, at Duncan & Toplis we are committed to helping our people maintain a healthy and balanced lifestyle. We help our team to develop their talents and encourage ambitious individuals to progress their careers and expand their professional and personal capability with fully supported training and CPD.
Our purpose ‘to positively impact our people, communities, and the world around us’ sits at our core, and our inherent values of trust, partnership, and inclusivity emphasise this.
This is an excellent opportunity for an experienced individual with broad and in-depth technical knowledge of statutory accounting and compliance to play a key role in supporting our client work and internal teams. This role is ideal for someone with a passion for technical accuracy, continuous improvement, and collaborative problem-solving. You’ll be a trusted point of reference for technical matters across the firm and will play a central role in supporting high-quality service delivery to our clients.
Private Tax Adviser (Tax Project Work) in Lincoln employer: Duncan & Toplis
Duncan & Toplis is an exceptional employer that prioritises the well-being and professional growth of its employees. With a strong commitment to work-life balance, flexible working arrangements, and comprehensive training opportunities, we foster a supportive and inclusive work culture where teamwork and collaboration thrive. Join us to develop your career in taxation while enjoying unique benefits like online fitness classes and mental health support, all within a dynamic and engaging environment.
StudySmarter Expert Advice🤫
We think this is how you could land Private Tax Adviser (Tax Project Work) in Lincoln
✨Tip Number 1
Network like a pro! Reach out to current employees at Duncan & Toplis on LinkedIn. A friendly message can go a long way in getting your foot in the door and showing your genuine interest in the company.
✨Tip Number 2
Prepare for the interview by brushing up on your tax knowledge. Familiarise yourself with the latest trends in private tax advisory and think about how you can contribute to their growth. Show them you’re ready to hit the ground running!
✨Tip Number 3
Don’t just wait for the job to come to you! Apply through our website and keep an eye on new openings. The sooner you apply, the better your chances of being among the first applicants!
✨Tip Number 4
Follow up after your interview with a thank-you email. It’s a simple gesture that shows your appreciation and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate your enthusiasm for the role!
We think you need these skills to ace Private Tax Adviser (Tax Project Work) in Lincoln
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Tax Adviser role. Highlight any relevant experience, especially in tax compliance or advisory, and don’t forget to showcase your communication skills and teamwork abilities!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for tax planning and how you can help clients achieve their goals. Be genuine and let your personality come through.
Showcase Your Willingness to Learn:Since prior experience isn’t necessary, emphasise your eagerness to learn and grow in the role. Mention any relevant courses or training you’ve undertaken that demonstrate your commitment to professional development.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets noticed, and you’ll find all the details you need to make your submission stand out!
How to prepare for a job interview at Duncan & Toplis
✨Know Your Tax Basics
Brush up on your knowledge of inheritance tax planning, capital gains tax advice, and other relevant areas mentioned in the job description. Being able to discuss these topics confidently will show that you're serious about the role and understand the key responsibilities.
✨Show Your Willingness to Learn
Since prior experience in tax planning isn't necessary, emphasise your eagerness to learn and grow in this field. Share examples from your past where you've quickly picked up new skills or adapted to new challenges, which will resonate well with their desire for a proactive team member.
✨Demonstrate Team Collaboration
Highlight your experience working in teams, especially in accounting or advisory roles. Discuss how you’ve supported colleagues or trained junior team members, as this aligns with the role's requirement to assist managers and directors while also training others.
✨Prepare Questions for Them
Have a few thoughtful questions ready to ask at the end of your interview. This could be about their client care programme or how they support continuous professional development. It shows you're genuinely interested in the company and the role, making you stand out as a candidate.
