Private Tax Adviser

Private Tax Adviser

Full-Time 28800 - 48000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide expert tax advice and manage client expectations while working in a supportive team.
  • Company: Join Duncan & Toplis, a company dedicated to employee well-being and career growth.
  • Benefits: Enjoy flexible working, volunteer hours, online fitness classes, and mental health support.
  • Why this job: Be part of a culture that values trust, partnership, and inclusivity while developing your skills.
  • Qualifications: Must be ACA, ACCA, CTA, or ATT qualified with at least one year of experience.
  • Other info: Opportunities for training and professional development are fully supported.

The predicted salary is between 28800 - 48000 £ per year.

We’re seeking a qualified Tax Adviser to provide expert advice and compliance services as part of our private tax team.

What does this role involve?

As a Tax Adviser, you will deliver all elements of tax project, advice and compliance services while managing your own workflow and client expectations.

Teamwork

Working as part of a team, your work will be reviewed by your manager or director, and you will assist the training and support of team members. You will develop working relationships with clients, assisting in maximising yield and performance, while identifying areas of risk and viable opportunities for both current and potential clients.

Skills and experience

We encourage candidates of all backgrounds and capabilities to apply, although it’s essential that your values and experience align with this role’s key responsibilities. To be successful you will:

  • be organised with good time and budget management
  • have interpersonal and people management skills
  • have experience in inheritance tax, capital gains, allowances, trusts, income tax, and incorporation work
  • be ACA, ACCA, CTA, or ATT qualified with a minimum of one year’s post-qualification experience

Join Duncan & Toplis

From flexible working arrangements and time-matched volunteer hours to online fitness classes and mental health support, at Duncan & Toplis we’re 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 values of trust, partnership, and inclusivity are at the forefront of everything we do.

Private Tax Adviser employer: Duncan & Toplis group

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 culture where teamwork thrives. Join us in a role that not only offers meaningful work in private tax advisory but also encourages personal development and community engagement through initiatives like time-matched volunteer hours.
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Contact Detail:

Duncan & Toplis group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Tax Adviser

✨Tip Number 1

Network with professionals in the tax advisory field. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can lead to referrals and insights about job openings.

✨Tip Number 2

Stay updated on the latest tax regulations and trends. Subscribe to relevant newsletters or follow tax-related blogs and forums. Demonstrating your knowledge during interviews can set you apart from other candidates.

✨Tip Number 3

Prepare for interviews by practising common tax-related scenarios and questions. Be ready to discuss your experience with inheritance tax, capital gains, and trusts, as well as how you manage client expectations and workflow.

✨Tip Number 4

Showcase your interpersonal skills during the application process. Highlight experiences where you've successfully managed client relationships or worked within a team. This will demonstrate your fit for the collaborative environment at Duncan & Toplis.

We think you need these skills to ace Private Tax Adviser

Tax Compliance
Client Relationship Management
Time Management
Budget Management
Interpersonal Skills
People Management
Knowledge of Inheritance Tax
Understanding of Capital Gains Tax
Familiarity with Allowances and Trusts
Income Tax Expertise
Incorporation Work Experience
ACA, ACCA, CTA, or ATT Qualification
Post-Qualification Experience
Teamwork
Risk Assessment

Some tips for your application 🫡

Understand the Role: Read the job description carefully to understand the key responsibilities and required skills for the Private Tax Adviser position. Tailor your application to highlight how your experience aligns with these requirements.

Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in inheritance tax, capital gains, trusts, and other relevant areas mentioned in the job description. Use specific examples to demonstrate your expertise and achievements.

Showcase Your Qualifications: Clearly state your qualifications (ACA, ACCA, CTA, or ATT) and any post-qualification experience you have. This will help establish your credibility as a qualified candidate for the role.

Personalise Your Application: Address your cover letter to the hiring manager if possible, and express your enthusiasm for the role and the company. Mention how your values align with those of Duncan & Toplis, such as trust, partnership, and inclusivity.

How to prepare for a job interview at Duncan & Toplis group

✨Showcase Your Qualifications

Make sure to highlight your ACA, ACCA, CTA, or ATT qualifications during the interview. Discuss your post-qualification experience and how it has prepared you for the role of a Private Tax Adviser.

✨Demonstrate Your Interpersonal Skills

Since this role involves teamwork and client interaction, be ready to provide examples of how you've successfully managed relationships in previous roles. This will show that you can work well within a team and with clients.

✨Prepare for Technical Questions

Brush up on your knowledge of inheritance tax, capital gains, allowances, trusts, and income tax. Be prepared to answer technical questions that may arise during the interview to demonstrate your expertise.

✨Align with Company Values

Familiarise yourself with Duncan & Toplis' values of trust, partnership, and inclusivity. Be ready to discuss how your personal values align with theirs and how you can contribute to their positive workplace culture.

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