Tax Advisory Manager - Private Client - Duncan & Toplis : Job Details

At Duncan & Toplis, we are recognised as a trusted, and one of the largest independentfirms of accounts in the UK. Winners of the Professional Services Firm of the Year 2023, with 11 offices located across the East Midlands, our services include accountancy, tax and business advice, audit, HR, marketing and sales, payroll, wealth management, legal and probate, IT solutions, and support for international trade.

We are an award-winning company with a reputation for dedication, commitment, and attention to detail, offering real value to our clients.

Our Tax Advisory team is seeking a qualified Tax Manager, as part of the management team, you will oversee and develop team members by setting objectives and conducting performance reviews. This role will be instrumental in providing expert tax advice and submit compliance assignments to ensure the successful completion of tax advice for relevant clients. The role can be based out of our Grantham or Spalding offices.

As part of the management team, you will lead a collaborative team that excels in providing high quality client services by actively promoting behaviour in line with the company’s culture and core values of 'trust, strength, direction, and value.

You will ensure that everyone in your service line is equipped with the skills they need to deliver the best possible client experience, coupled with clear career opportunities and a supportive and enabling working environment in which talents can flourish. You will maintain fairness, equality, diversity, and inclusivity in everything that you do.

Your responsibilities

Here's a bit more on what you can expect to be doing day-to-day:

• Interact with clients daily at several levels, to identify the more complex problems faced and provide solutions. Act as the primary contact for clients and have responsibility for client relationship management.

• Accountability for managing a full portfolio to the highest standard, using knowledge and skills to add value to the client by cross-selling.

• Be recognised as a technical expert within your respective field(s), both internally and externally, utilising opportunities to share knowledge and expertise to increase overall performance.

• Work with other directors/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.

• Build a network of potential new clients to identify new business opportunities (e.g., active participation within funnels or similar marketing initiatives), creating a vibrant pipeline of new opportunities.

• Develop relationships with new and existing clients to identify opportunities to sell all the company’s services, pitch for new business opportunities and create tender documents.

About you

We think you’ll need the following experience and qualifications to succeed in the role:

• You will be ACA, ACCA, or CTA, or ATT qualified with a minimum of 3 year’s post-qualification experience.

• Experience in Inheritance tax, capital gains, allowances, trusts, income tax and incorporation work.

• People management

• Effective management of client lock up - budgets/billing/debtors.

• Time management of work in progress

• Business development skills

• 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

• You are based in the east midlands, can commute to either our Grantham or Spalding office.

Our offer

At Duncan & Toplis we offer flexible working arrangements through our flexible working guide, called 'How we work’.

As part of our? benefits package, we also offer mental health support, time to volunteer for charitable work, and a discretionary Christmas bonus. These are just some of the perks of working at Duncan & Toplis.

About Duncan & Toplis

We are one of the largest independent accounting and business advisers in the East Midlands, providing a full range of services across our region and beyond.

Our team includes more than 450 talented individuals who work together to support more than 12,000 businesses and individuals. We take great pride in being a trusted partner to our clients, helping them to achieve their goals through services that are tailored to their needs.

We are an award-winning company with a reputation for dedication, commitment, and attention to detail to offer real value to our clients. Our services include accountancy, tax and business advice, audit, HR, marketing and sales, payroll, wealth management, legal and probate, IT solutions, and support for international trade.

Sounds like the culture you’d love to be a part of? Give us a shout!

Not only do we embrace and celebrate the diversity of our customer base, but we also strive to do the same for our growing team. At Duncan & Toplis, we are committed to offer equal employment opportunities regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, or other class protected by applicable law.