Private Tax Assistant Manager

Tax | Full-time | East Midlands

We are seeking an experienced and commercially minded Private Client Assistant Manager to join our growing advisory team.

This is an excellent opportunity for a tax professional who enjoys working closely with high-net-worth individuals, families, entrepreneurs and business owners, providing practical and strategic advice across a broad range of personal, business and international tax matters.

What does this role involve?

You will play a key role in advising clients on complex tax planning opportunities, supporting team members and developing strong, trusted client relationships.

Client experience

You will build trusted relationships with private clients, understanding their objectives and providing clear, commercially focused tax advice.

Teamwork

You will work collaboratively with colleagues and professional advisers to deliver high-quality, joined-up client solutions.

Team management

You will support and manage junior team members, providing guidance, coaching and technical development.

Skills and experience

We encourage candidates of all backgrounds and capabilities to apply, although it’s essential that your values and experience align with this role’s key responsibilities. To be successful, you will:

Advise business owners and entrepreneurs on the interaction between their personal and business tax affairs.
Identify tax planning opportunities and present clear, commercially focused recommendations.
Prepare technical reports, calculations and client advice.
Work alongside accountants, solicitors, financial advisers and other professional advisers where appropriate.
Assist with complex advisory projects and contribute to the development of the wider private client service.

What we are looking for

Relevant experience within private client tax, personal tax or tax advisory.
Strong knowledge of UK taxation and an interest in complex tax planning.
Experience or exposure to IHT, CGT, business structures and international taxation.
Ability to deal directly with clients and explain complex tax matters in clear, straightforward language.
Commercial awareness and the ability to identify opportunities to add value for clients.
Excellent written and verbal communication skills.
Organisation, proactiveness and ability to manage multiple projects and deadlines.
CTA, ACA, ACCA qualified (or equivalent), or working towards a relevant qualification.

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

Benefits

Family leave

Full support and 18 weeks full pay for maternity and adoption leave, inclusive of statutory maternity and adoption pay, and two weeks full pay paternity leave for eligible team members.

Fully supported training and CPD

Continuous learning support to help develop skills and long-term goals through mentoring, coaching, technical and soft skill training.

Death in service

Insured benefit available to all team members up to the age of 65, four times annual salary. Conditions apply.

Discounted wills and power of attorney

50% discount for team members and their partners and 25% discount for team members' parents and children.

Enhanced holidays

Minimum of 22 days annual leave (plus bank holidays), increasing to 27 days after five years of service and for managers. 32 days (plus bank holidays) for directors.

Private medical insurance

Non-subsidised purchase through a group company scheme.

Flexible annual leave

Buying or selling of annual leave up to five days. Conditions apply.

Talent referral bonus

Bonus payments up to £1,000 on successful candidate referrals for eligible team members.

Group pension scheme

Employer contribution starts at 3% with length of service-related increases and up to 7% matched contributions for eligible team members.

Charitable work

Half day paid leave matched with half day annual leave for voluntary and charitable activities.

Wellbeing support

Employee assistance programme for 24/7 confidential support from trained counsellors and access to trained mental health advisers.

Team milestone award

Milestone celebration rewards at five, 10, 15 and 25 years with additional benefits, experience vouchers, and gifts.

Online fitness classes

Online fitness programmes with a variety of workouts, including yoga, pilates, strength training, and cardio.

Permanent health insurance

Permanent health insurance is available to eligible team members who have one years continuous service. Conditions apply.

Agile working - hybrid/flexible

Flexible working hours and locations (office or home) for a better work life balance.

Enhanced sickness entitlement

Four weeks full pay followed by four weeks half pay (on completion of probationary period and subject to terms and conditions of employment).

Study leave

Study leave to help achieve fully supported qualifications.

EV salary sacrifice scheme

Salary sacrifice scheme to lease an electric vehicle, smart charger, EV energy tariff, and free miles in one hassle-free package.

Management and leadership academy

Our development programmes are designed for all career stages, from the first step into management through to our six-month leadership academy.

Healthcare workplace app

Empowering team members with digital-first tools and professional care, including guidance, consultations, and support for mental and physical wellbeing.

Fully supported qualifications

Helping the next generation of accountants and advisers to achieve formal, industry-recognised qualifications.

Cycle to work scheme

Purchase a bike through this scheme and pay it back over a 12-month period.