Private Client Assistant Tax Manager
Private Client Assistant Tax Manager

Private Client Assistant Tax Manager

Loughborough Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support tax managers, review computations, and manage client portfolios.
  • Company: Duncan & Toplis is a leading independent accountancy firm celebrating 100 years of excellence.
  • Benefits: Enjoy flexible working, volunteer hours, fitness classes, and mental health support.
  • Why this job: Join a team that values inclusivity, personal growth, and making a positive impact.
  • Qualifications: Full CTA, ATT, AAT, ACA or ACCA qualifications required; UK tax advisory experience preferred.
  • Other info: This role offers a chance to develop leadership skills and technical expertise.

The predicted salary is between 36000 - 60000 £ per year.

Join Duncan & Toplis, 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 team is seeking a Private Client Assistant Tax Manager to play a pivotal role in our continued success. As a Tax Assistant Manager, you will be a key member of the team delivering UK tax support and advice to clients. You will manage a client portfolio using your knowledge and skills to add essential value to the offering. You will be responsible for overall quality of individual client assignments and production of the complete product in regards to budget.

What You’ll Be Doing:

  • Support tax managers and partners with compliance and advisory work.
  • Review tax computations and returns prepared by junior staff.
  • Conduct technical research on tax legislation or planning opportunities.
  • Liaise with clients for information gathering and low-to-mid complexity queries.
  • Ensure timely delivery of compliance work (e.g., Self Assessment, tax disclosures).
  • Assist in managing junior staff, including mentoring and task allocation.
  • Help with billing and engagement letters under supervision.
  • Begin developing specialism (e.g., non-doms, trusts, partnerships).
  • Execution of work, beginning to manage small client portfolios, and development of leadership skills.

What You’ll Need to Succeed:

  • Possessing either full CTA, ATT, AAT, ACA or ACCA qualifications or experienced as a Tax Lead.
  • 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.

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'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 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 Client Assistant Tax Manager employer: Duncan & Toplis

Duncan & Toplis is an exceptional employer, offering a vibrant work culture that prioritises employee well-being and professional growth. With flexible working arrangements, comprehensive training support, and a commitment to inclusivity, we empower our team members to thrive in their careers while making a positive impact on the community. Join us in our historic journey as we celebrate 100 years of excellence and embark on an exciting period of growth.
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Contact Detail:

Duncan & Toplis Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Assistant Tax Manager

✨Tip Number 1

Familiarise yourself with the latest UK tax legislation and compliance requirements. This will not only help you in interviews but also demonstrate your commitment to staying updated in a constantly evolving field.

✨Tip Number 2

Network with professionals in the accounting and tax advisory sectors. Attend industry events or join relevant online forums to connect with current employees at Duncan & Toplis, which could give you valuable insights into their work culture and expectations.

✨Tip Number 3

Prepare to discuss your experience in managing client portfolios and mentoring junior staff. Highlight specific examples where you've successfully led projects or improved processes, as this aligns with the responsibilities of the role.

✨Tip Number 4

Showcase your communication skills by preparing thoughtful questions about the team dynamics and client relationships at Duncan & Toplis. This will reflect your interest in collaboration and your understanding of the importance of interpersonal skills in this role.

We think you need these skills to ace Private Client Assistant Tax Manager

Full CTA, ATT, AAT, ACA or ACCA qualifications
UK Accounting / Practice experience
UK Private Tax advisory experience
Technical research skills
Tax compliance knowledge
Client portfolio management
People management and mentoring
Robust communication skills
Interpersonal skills
Attention to detail
Problem-solving skills
Team collaboration
Time management
Leadership development

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in UK tax advisory and accounting. Emphasise your qualifications such as CTA, ATT, AAT, ACA, or ACCA, and any people management experience you have.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax and your understanding of the role. Mention specific experiences where you've successfully managed client portfolios or mentored junior staff.

Showcase Technical Knowledge: In your application, demonstrate your technical knowledge of tax legislation and compliance. Provide examples of how you've conducted research or resolved complex queries in previous roles.

Highlight Soft Skills: Duncan & Toplis values communication and interpersonal skills. Make sure to include examples of how you've collaborated within a team and built relationships with clients in your application.

How to prepare for a job interview at Duncan & Toplis

✨Showcase Your Technical Knowledge

As a Private Client Assistant Tax Manager, you'll need to demonstrate your understanding of UK tax legislation and compliance. Be prepared to discuss specific examples from your experience where you've successfully navigated complex tax issues or provided valuable advice to clients.

✨Emphasise Team Collaboration

Duncan & Toplis values teamwork, so highlight your ability to work effectively within a team. Share instances where you've collaborated with colleagues to achieve a common goal, especially in managing client portfolios or mentoring junior staff.

✨Prepare for Client Interaction Scenarios

Since the role involves liaising with clients, be ready to role-play potential client interactions during the interview. Practice how you would gather information and address low-to-mid complexity queries, showcasing your communication skills and professionalism.

✨Demonstrate Leadership Potential

Even though this is an assistant manager position, showing your leadership capabilities is crucial. Discuss any experiences where you've taken the lead on projects, mentored others, or contributed to team development, as this aligns with the firm's focus on growth and inclusivity.

Private Client Assistant Tax Manager
Duncan & Toplis
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