Private Tax Adviser (Tax Project Work)
Private Tax Adviser (Tax Project Work)

Private Tax Adviser (Tax Project Work)

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

  • Tasks: Assist in delivering tax advice and managing client relationships while supporting your team.
  • Company: Join Duncan & Toplis, a leading UK accounting firm celebrating 100 years of excellence.
  • Benefits: Enjoy flexible working, volunteer hours, fitness classes, and mental health support.
  • Why this job: Be part of a dynamic team making a positive impact through tax planning and client support.
  • Qualifications: Partial or full CTA, ACA, or ACCA qualifications; UK tax experience required.
  • Other info: Duncan & Toplis values diversity and inclusivity, welcoming applicants from all backgrounds.

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

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Head of Talent | Neurodiversity Champion | Driving Inclusive, Future-Ready Workforces

Join Duncan & Toplis

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. You will be 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 ensure 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\’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.

Sounds like the right fit for you? Let’s talk!

Duncan & Toplis is committed to fostering a diverse and inclusive workplace. We welcome applications from all backgrounds, ensuring equal opportunities for all candidates.

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.

Seniority level

  • Seniority level

    Mid-Senior level

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Accounting/Auditing and Customer Service

  • Industries

    Accounting

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Private Tax Adviser (Tax Project Work) employer: Duncan & Toplis

Duncan & Toplis is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee well-being and professional growth. With flexible working arrangements, comprehensive training opportunities, and a commitment to community impact, our team members thrive in an environment that values trust and collaboration. Join us in Lincoln, where you can make a meaningful difference while advancing your career in a dynamic and forward-thinking firm.
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Contact Detail:

Duncan & Toplis Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Tax Adviser (Tax Project Work)

✨Tip Number 1

Network with professionals in the tax advisory field, especially those who work at Duncan & Toplis or similar firms. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture.

✨Tip Number 2

Familiarise yourself with the latest tax regulations and trends in the UK. This will not only enhance your knowledge but also demonstrate your commitment to staying updated, which is crucial for a role focused on tax project work.

✨Tip Number 3

Consider reaching out directly to the Head of Talent at Duncan & Toplis via LinkedIn. A personalised message expressing your interest in the Private Tax Adviser position can help you stand out from other candidates.

✨Tip Number 4

Prepare to discuss how your previous experiences align with the responsibilities of the role. Think of specific examples where you've successfully managed client relationships or contributed to team projects, as this will showcase your suitability for the position.

We think you need these skills to ace Private Tax Adviser (Tax Project Work)

Tax Planning
Client Relationship Management
UK Private Tax Compliance
Communication Skills
Interpersonal Skills
Team Collaboration
Problem-Solving Skills
Attention to Detail
Time Management
Business Development
Analytical Skills
Knowledge of Inheritance Tax
Knowledge of Capital Gains Tax
Knowledge of International Tax

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in tax compliance and advisory roles. Emphasise any qualifications like CTA, ACA, or ACCA, and showcase your ability to work collaboratively within a team.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific aspects of Duncan & Toplis that resonate with you, such as their commitment to inclusivity and professional development.

Showcase Relevant Skills: Highlight your communication and interpersonal skills, as these are crucial for building client relationships. Provide examples of how you've successfully managed client expectations or contributed to team projects in the past.

Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in the accounting field.

How to prepare for a job interview at Duncan & Toplis

✨Understand the Role

Make sure you thoroughly understand the responsibilities of a Private Tax Adviser. Familiarise yourself with tax project work, inheritance tax planning, and capital gains tax advice. This will help you demonstrate your knowledge and enthusiasm during the interview.

✨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 of how you've quickly adapted to new challenges in the past, showcasing your proactive attitude.

✨Highlight Team Collaboration Skills

Duncan & Toplis values teamwork, so be prepared to discuss your experiences working in teams. Provide specific examples of how you've contributed to team success and how you can support your colleagues in delivering high-quality client service.

✨Prepare Questions for Them

Interviews are a two-way street. Prepare thoughtful questions about the company culture, training opportunities, and how they support professional development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.

Private Tax Adviser (Tax Project Work)
Duncan & Toplis
Location: Lincoln
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  • Private Tax Adviser (Tax Project Work)

    Lincoln
    Full-Time
    36000 - 60000 £ / year (est.)
  • D

    Duncan & Toplis

    50-100
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