Private Tax Adviser (Tax Project Work)

Duncan & Toplis; Lincoln; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Flexible working arrangements

Online fitness classes

Mental health support

Job summary

A leading accounting firm in Lincoln, England, seeks a Private Tax Adviser to support tax project work. The role involves delivering tax advice under supervision, training team members, and managing client relationships. Ideal candidates will possess a CTA, ACA, or ACCA qualification and have experience in UK tax compliance. Flexible working arrangements and a commitment to inclusivity are key aspects of the firm culture.

Qualifications

• Possessing either partial or full CTA, ACA or ACCA qualifications.
• 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.

Responsibilities

• Delivering all elements of a tax project under supervision.
• Training assistant team members and reviewing their work.
• Managing workflow and client expectations.
• Developing working relationships with clients.
• Identifying areas of risk and opportunities for clients.
• Promoting our full range of services to clients.

Skills

Communication skills

Team collaboration

UK Tax compliance

Education

Partial or full CTA, ACA or ACCA qualification

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 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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