Private Tax Assistant Manager

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 develop strong, trusted client relationships.

Teamwork

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

Client experience

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

Team Management

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:

• Inheritance Tax (IHT) planning and succession advice.

• Remuneration planning, including salary, dividends and other forms of extraction.

• Business incorporations, restructuring and associated tax considerations.

• Capital Allowances and tax-efficient investment in business assets.

• Capital Gains Tax (CGT) planning, including disposals, reorganisations and reliefs.

• International tax planning, including cross-border structures, residence and domicile considerations.

• Advising business owners and entrepreneurs on the interaction between their personal and business tax affairs.

• Identifying tax planning opportunities and presenting clear, commercially focused recommendations.

• Preparing technical reports, calculations and client advice.

• Working alongside accountants, solicitors, financial advisers and other professional advisers where appropriate.

• Assisting with complex advisory projects and contributing to the development of the wider private client service.

• Where appropriate, promote our services to clients.

What we are looking for:-

• Have 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.

• Be comfortable dealing directly with clients and explaining complex tax matters in clear, straightforward language.

• Be commercially aware and able to identify opportunities to add value for clients.

• Have excellent written and verbal communication skills.

• Be organised, proactive and able to manage multiple projects and deadlines.

• Be 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.