Private Client Assistant Tax Manager

Duncan & Toplis; Grantham; On-site; GBP 35,000 - 50,000; Full time

Job summary

Duncan & Toplis is on the lookout for a Private Client Assistant Tax Manager who will support the tax team in delivering exceptional UK tax services. This role involves managing client portfolios, reviewing computations, and mentoring junior staff while promoting a culture of inclusion and professional growth. In this dynamic environment, you'll have opportunities to enhance your skills and contributory impact as a trusted advisor.

Benefits

Flexible working arrangements

Time-matched volunteer hours

Online fitness classes

Mental health support

Qualifications

• Possessing either full CTA, ATT, AAT, ACA or ACCA qualifications or experienced as a Tax Lead.
• Must have UK Accounting / Practice experience.
• Must have UK Private Tax advisory experience.

Responsibilities

• 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.

Skills

Team collaboration

Communication

Technical accuracy

Education

Full CTA, ATT, AAT, ACA or ACCA qualifications

Job description

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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 team is seeking an 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.
• 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.
• 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

  Finance and Accounting/Auditing

• Industries

  Accounting

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