Private Tax Adviser

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:

1. be organised with good time and budget management
2. have interpersonal and people management skills
3. have experience in inheritance tax, capital gains, allowances, trusts, income tax, and incorporation work
4. 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.

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