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Duncan & Toplis

Private Tax Assistant Manager

| Full-time | Any location

We have an opportunity for a Private Tax Assistant Manager to join our tax team.

As a Private Tax Assistant Manager, you will assist managers and directors in providing taxation advice to clients while supporting your teams in the delivery of their work and ensuring that operational objectives are met.

What does this role involve?

You will develop and maintain the professional competencies necessary to provide a high-quality service to clients, and thereby to strengthen the company’s reputation, strength, and success.

Key accountabilities

We encourage applicants of all backgrounds and capabilities to apply, although it’s essential that your values and experience align with this role’s key responsibilities.

Team management

You will manage and develop team members in line with our culture and values. You will conduct performance reviews and set objectives through regular one-to-one check-ins.

Client experience

You will manage a client portfolio, using your knowledge and skills to add essential value to the offering. You will have responsibility for the overall quality of individual client assignments and the production of a complete product with due regard to budget.

Teamwork

You will work effectively in collaboration with other team members to scope out client requirements and ensure that assignments are carried out efficiently within specified budget(s).

You will work with other directors and managers of the team for individual client assignments, ensuring that they are well informed and receive regular updates on progress, along with identifying and escalating any issues as necessary.

Business development

Build a network of potential new clients in order to identify new business opportunities (e.g., active participation within funnels or similar marketing initiatives), creating a vibrant pipeline of new opportunities. Actively participate in pitching for new business opportunities and developing tender documents.

Skills and experience

Joining us as a Private Tax Assistant Manager, you will be ACA, ACCA, or CTA qualified or ATT qualified with a minimum of two years post-qualification experience. You will have good communication skills that enable you to work effectively in collaboration with other team members to scope out client requirements and ensure that assignments are carried out efficiently within specified budget(s) as well as actively participating in pitching for new business opportunities and developing tender documents.

It would be advantageous to have the following knowledge and skills, but we welcome all applicants to join our talented team:

  • Interpersonal and people management
  • Organised with good time and budget management
  • Ability to prioritise own workload
  • Self-motivated for technical knowledge and personal development
  • Familiarity with Microsoft Office 365

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.

Apply for this role

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