Private Tax Assistant

Duncan & Toplis; Leicester; On-site; GBP 22,000 - 30,000; Full time

Job summary

Duncan & Toplis in Leicester is seeking a motivated Private Client Tax Assistant to join our growing team and develop a career in taxation.

You will support preparation of tax returns, maintain client records, and assist with compliance, while gaining exposure to a wide range of personal tax matters.

Join a supportive firm that values training, professional development, and strong client service.

Qualifications

• Deliver all elements of a tax project, tax advice or tax compliance with supervision (review by your manager or director).
• Keep technical knowledge up to date in taxation matters.
• Manage your workflow and client expectations, using your specialist knowledge and skills to add value to the bookkeeping hub.
• Develop working relationships with clients and assisting in all aspects of the company’s relationships with them to maximise yield and performance.

Responsibilities

• Deliver all elements of a tax project, tax advice or tax compliance with supervision (review by your manager or director).
• Keep technical knowledge up to date in taxation matters.
• Manage your workflow and client expectations, using your specialist knowledge and skills to add value to the bookkeeping hub.
• Develop working relationships with clients and assisting in all aspects of the company’s relationships with them to maximise yield and performance.

Skills

Attention to detail

Taxation knowledge

Communication skills

Teamwork

Education

ATT (part qualified)

Job description

We are seeking a motivated and detail-oriented Private Client Tax Assistant to join our growing team. This is an excellent opportunity for someone looking to develop their career in taxation while gaining exposure to a wide range of personal and tax matters.

Working closely with experienced tax professionals, you will support the preparation of tax returns, maintain client records, and assist with tax compliance activities.

What does this role involve?

As part of the tax team, you will lead tax projects, provide tax advice, and submit compliance assignments to ensure the successful completion of tax advice for relevant clients.

Teamwork

As a Tax Administrator you will work effectively as part of a team and supporting colleagues when required. You will build positive working relationships with team members to achieve goals and meet deadlines.

You will provide a great client experience offering friendly, efficient and professional and responsive support. You will work closely with clients to obtain information and documentation required for tax compliance.

Skills and experience

• Deliver all elements of a tax project, tax advice or tax compliance with supervision (review) by your manager or director.
• Keep technical knowledge up to date in taxation matters.
• Manage your workflow and client expectations, using your specialist knowledge and skills to add value to the bookkeeping hub.
• Develop working relationships with clients and assisting in all aspects of the company’s relationships with them to maximise yield and performance.

What we are looking for:-

• Participation in formal training, including on the job training
• May be part qualified ATT
• The ability to work as part of a wider team
• The ability to create accurate work under tight deadlines and with quick turnaround times
• Good communication skills, both verbal and written
• Developing professional and technical knowledge
• Developing a broad range of IT skills

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.