Join Duncan & Toplis Duncan & Toplis is one of the UK's largest independent accountants and business advisers. Celebrating our 100-year anniversary in 2025, we are on course for the biggest period of growth in our history. Our vision to be the team that clients always choose to work with and where talented people belong remains at the forefront and guides everything that we do. Our Tax team is seeking an Private Client Tax Manager to play a pivotal role in our continued success. Lweading from the front, you will be assisting directors to provide taxation advice to clients, while supporting your teams in the delivery of their work and ensuring that operational objectives are met. You will ensure compliance and quality standards are always maintained, client needs are identified, providing proactive support and advice, adhering to our client care programme and ensure client relationships are within our legislative framework, compliance and quality standards. What You'll Be Doing Manage and develop team members and conduct performance reviews; by setting objectives and conducting performance reviews. Manage a client portfolio, using your knowledge and skills to add essential value to the offering. Responsibility for overall quality of individual client assignments and production of a complete product with due regard to budget. This will require direct completion of audit planning, fieldwork, and collaboration with your team. Work with other members of your service line to scope out client requirements and ensure that assignments are carried out in a timely manner and within specified budget. Proactively liaise with relevant members of the management team (e.g., directors) on individual clients, 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 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. What You'll Need to Succeed Possessing either full CTA, ATT, AAT, ACA or ACCA qualifications or experienced as a Tax Lead Demonstrated proficiency in collaborating within a team environment. Must have UK Accounting / Practice experience Must have UK Private Tax advisory experience. People management experience Robust communication and interpersonal skills Why 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 purpose 'to positively impact our people, communities, and the world around us' sits at our core, and our inherent values of trust, partnership, and inclusivity emphasise this. Sounds like the right fit for you? Let's talk! Duncan & Toplis is committed to fostering a diverse and inclusive workplace. We welcome applications from all backgrounds, ensuring equal opportunities for all candidates. This is an excellent opportunity for an experienced individual with broad and in-depth technical knowledge of statutory accounting and compliance to play a key role in supporting our client work and internal teams. This role is ideal for someone with a passion for technical accuracy, continuous improvement, and collaborative problem-solving. You'll be a trusted point of reference for technical matters across the firm and will play a central role in supporting high-quality service delivery to our clients.
Jun 22, 2025
Full time
Join Duncan & Toplis Duncan & Toplis is one of the UK's largest independent accountants and business advisers. Celebrating our 100-year anniversary in 2025, we are on course for the biggest period of growth in our history. Our vision to be the team that clients always choose to work with and where talented people belong remains at the forefront and guides everything that we do. Our Tax team is seeking an Private Client Tax Manager to play a pivotal role in our continued success. Lweading from the front, you will be assisting directors to provide taxation advice to clients, while supporting your teams in the delivery of their work and ensuring that operational objectives are met. You will ensure compliance and quality standards are always maintained, client needs are identified, providing proactive support and advice, adhering to our client care programme and ensure client relationships are within our legislative framework, compliance and quality standards. What You'll Be Doing Manage and develop team members and conduct performance reviews; by setting objectives and conducting performance reviews. Manage a client portfolio, using your knowledge and skills to add essential value to the offering. Responsibility for overall quality of individual client assignments and production of a complete product with due regard to budget. This will require direct completion of audit planning, fieldwork, and collaboration with your team. Work with other members of your service line to scope out client requirements and ensure that assignments are carried out in a timely manner and within specified budget. Proactively liaise with relevant members of the management team (e.g., directors) on individual clients, 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 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. What You'll Need to Succeed Possessing either full CTA, ATT, AAT, ACA or ACCA qualifications or experienced as a Tax Lead Demonstrated proficiency in collaborating within a team environment. Must have UK Accounting / Practice experience Must have UK Private Tax advisory experience. People management experience Robust communication and interpersonal skills Why 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 purpose 'to positively impact our people, communities, and the world around us' sits at our core, and our inherent values of trust, partnership, and inclusivity emphasise this. Sounds like the right fit for you? Let's talk! Duncan & Toplis is committed to fostering a diverse and inclusive workplace. We welcome applications from all backgrounds, ensuring equal opportunities for all candidates. This is an excellent opportunity for an experienced individual with broad and in-depth technical knowledge of statutory accounting and compliance to play a key role in supporting our client work and internal teams. This role is ideal for someone with a passion for technical accuracy, continuous improvement, and collaborative problem-solving. You'll be a trusted point of reference for technical matters across the firm and will play a central role in supporting high-quality service delivery to our clients.
Join Duncan & Toplis Duncan & Toplis is one of the UK's largest independent accountants and business advisers. Celebrating our 100-year anniversary in 2025, we are on course for the biggest period of growth in our history. Our vision to be the team that clients always choose to work with and where talented people belong remains at the forefront and guides everything that we do. Our Tax team is seeking an Private Client Assistant Tax Manager to play a pivotal role in our continued success. As a Tax Assistant Manager, you will be a key member of the team delivering UK tax support and advice to clients. You will manage a client portfolio using your knowledge and skills to add essential value to the offering. You will be responsible for overall quality of individual client assignments and production of the complete product in regards to budget. What You'll Be Doing Support tax managers and partners with compliance and advisory work. Review tax computations and returns prepared by junior staff. Conduct technical research on tax legislation or planning opportunities. Liaise with clients for information gathering and low-to-mid complexity queries. Ensure timely delivery of compliance work (e.g., Self Assessment, tax disclosures). Assist in managing junior staff, including mentoring and task allocation. Help with billing and engagement letters under supervision. Begin developing specialism (e.g., non-doms, trusts, partnerships). Execution of work, beginning to manage small client portfolios, and development of leadership skills. What You'll Need to Succeed Possessing either full CTA, ATT, AAT, ACA or ACCA qualifications or experienced as a Tax Lead Demonstrated proficiency in collaborating within a team environment. Must have UK Accounting / Practice experience Must have UK Private Tax advisory experience. People management experience Robust communication and interpersonal skills Why 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 purpose 'to positively impact our people, communities, and the world around us' sits at our core, and our inherent values of trust, partnership, and inclusivity emphasise this. Sounds like the right fit for you? Let's talk! Duncan & Toplis is committed to fostering a diverse and inclusive workplace. We welcome applications from all backgrounds, ensuring equal opportunities for all candidates. This is an excellent opportunity for an experienced individual with broad and in-depth technical knowledge of statutory accounting and compliance to play a key role in supporting our client work and internal teams. This role is ideal for someone with a passion for technical accuracy, continuous improvement, and collaborative problem-solving. You'll be a trusted point of reference for technical matters across the firm and will play a central role in supporting high-quality service delivery to our clients.
Jun 12, 2025
Full time
Join Duncan & Toplis Duncan & Toplis is one of the UK's largest independent accountants and business advisers. Celebrating our 100-year anniversary in 2025, we are on course for the biggest period of growth in our history. Our vision to be the team that clients always choose to work with and where talented people belong remains at the forefront and guides everything that we do. Our Tax team is seeking an Private Client Assistant Tax Manager to play a pivotal role in our continued success. As a Tax Assistant Manager, you will be a key member of the team delivering UK tax support and advice to clients. You will manage a client portfolio using your knowledge and skills to add essential value to the offering. You will be responsible for overall quality of individual client assignments and production of the complete product in regards to budget. What You'll Be Doing Support tax managers and partners with compliance and advisory work. Review tax computations and returns prepared by junior staff. Conduct technical research on tax legislation or planning opportunities. Liaise with clients for information gathering and low-to-mid complexity queries. Ensure timely delivery of compliance work (e.g., Self Assessment, tax disclosures). Assist in managing junior staff, including mentoring and task allocation. Help with billing and engagement letters under supervision. Begin developing specialism (e.g., non-doms, trusts, partnerships). Execution of work, beginning to manage small client portfolios, and development of leadership skills. What You'll Need to Succeed Possessing either full CTA, ATT, AAT, ACA or ACCA qualifications or experienced as a Tax Lead Demonstrated proficiency in collaborating within a team environment. Must have UK Accounting / Practice experience Must have UK Private Tax advisory experience. People management experience Robust communication and interpersonal skills Why 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 purpose 'to positively impact our people, communities, and the world around us' sits at our core, and our inherent values of trust, partnership, and inclusivity emphasise this. Sounds like the right fit for you? Let's talk! Duncan & Toplis is committed to fostering a diverse and inclusive workplace. We welcome applications from all backgrounds, ensuring equal opportunities for all candidates. This is an excellent opportunity for an experienced individual with broad and in-depth technical knowledge of statutory accounting and compliance to play a key role in supporting our client work and internal teams. This role is ideal for someone with a passion for technical accuracy, continuous improvement, and collaborative problem-solving. You'll be a trusted point of reference for technical matters across the firm and will play a central role in supporting high-quality service delivery to our clients.
Join Duncan & Toplis Duncan & Toplis is one of the UK's largest independent accountants and business advisers. Celebrating our 100-year anniversary in 2025, we are on course for the biggest period of growth in our history. Our vision to be the team that clients always choose to work with and where talented people belong remains at the forefront and guides everything that we do. Our Tax team is seeking an Private Client Tax Manager to play a pivotal role in our continued success. Leading from the front, you will be assisting directors to provide taxation advice to clients, while supporting your teams in the delivery of their work and ensuring that operational objectives are met. You will ensure compliance and quality standards are always maintained, client needs are identified, providing proactive support and advice, adhering to our client care programme and ensure client relationships are within our legislative framework, compliance and quality standards. What You'll Be Doing Manage and develop team members and conduct performance reviews; by setting objectives and conducting performance reviews. Manage a client portfolio, using your knowledge and skills to add essential value to the offering. Responsibility for overall quality of individual client assignments and production of a complete product with due regard to budget. This will require direct completion of audit planning, fieldwork, and collaboration with your team. Work with other members of your service line to scope out client requirements and ensure that assignments are carried out in a timely manner and within specified budget. Proactively liaise with relevant members of the management team (e.g., directors) on individual clients, 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 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. What You'll Need to Succeed Possessing either full CTA, ATT, AAT, ACA or ACCA qualifications or experienced as a Tax Lead Demonstrated proficiency in collaborating within a team environment. Must have UK Accounting / Practice experience Must have UK Private Tax advisory experience. People management experience Robust communication and interpersonal skills Why 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 purpose 'to positively impact our people, communities, and the world around us' sits at our core, and our inherent values of trust, partnership, and inclusivity emphasise this. Sounds like the right fit for you? Let's talk! Duncan & Toplis is committed to fostering a diverse and inclusive workplace. We welcome applications from all backgrounds, ensuring equal opportunities for all candidates. This is an excellent opportunity for an experienced individual with broad and in-depth technical knowledge of statutory accounting and compliance to play a key role in supporting our client work and internal teams. This role is ideal for someone with a passion for technical accuracy, continuous improvement, and collaborative problem-solving. You'll be a trusted point of reference for technical matters across the firm and will play a central role in supporting high-quality service delivery to our clients.
Jun 09, 2025
Full time
Join Duncan & Toplis Duncan & Toplis is one of the UK's largest independent accountants and business advisers. Celebrating our 100-year anniversary in 2025, we are on course for the biggest period of growth in our history. Our vision to be the team that clients always choose to work with and where talented people belong remains at the forefront and guides everything that we do. Our Tax team is seeking an Private Client Tax Manager to play a pivotal role in our continued success. Leading from the front, you will be assisting directors to provide taxation advice to clients, while supporting your teams in the delivery of their work and ensuring that operational objectives are met. You will ensure compliance and quality standards are always maintained, client needs are identified, providing proactive support and advice, adhering to our client care programme and ensure client relationships are within our legislative framework, compliance and quality standards. What You'll Be Doing Manage and develop team members and conduct performance reviews; by setting objectives and conducting performance reviews. Manage a client portfolio, using your knowledge and skills to add essential value to the offering. Responsibility for overall quality of individual client assignments and production of a complete product with due regard to budget. This will require direct completion of audit planning, fieldwork, and collaboration with your team. Work with other members of your service line to scope out client requirements and ensure that assignments are carried out in a timely manner and within specified budget. Proactively liaise with relevant members of the management team (e.g., directors) on individual clients, 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 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. What You'll Need to Succeed Possessing either full CTA, ATT, AAT, ACA or ACCA qualifications or experienced as a Tax Lead Demonstrated proficiency in collaborating within a team environment. Must have UK Accounting / Practice experience Must have UK Private Tax advisory experience. People management experience Robust communication and interpersonal skills Why 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 purpose 'to positively impact our people, communities, and the world around us' sits at our core, and our inherent values of trust, partnership, and inclusivity emphasise this. Sounds like the right fit for you? Let's talk! Duncan & Toplis is committed to fostering a diverse and inclusive workplace. We welcome applications from all backgrounds, ensuring equal opportunities for all candidates. This is an excellent opportunity for an experienced individual with broad and in-depth technical knowledge of statutory accounting and compliance to play a key role in supporting our client work and internal teams. This role is ideal for someone with a passion for technical accuracy, continuous improvement, and collaborative problem-solving. You'll be a trusted point of reference for technical matters across the firm and will play a central role in supporting high-quality service delivery to our clients.
We have an exciting opportunity for a full-time administrative assistant to join the Duncan & Toplis Legal Services team in Grantham. Duncan & Toplis, one of the UK's top regional accountancy firms, specialising in accountancy, tax, and business advice. Established in 1925, the team provides services to more than 12,000 businesses and individuals. We help each other as well as our communities, taking our social responsibility seriously by supporting local initiatives. We develop talent and encourage ambitious individuals to progress their careers and expand their professional and personal development, whilst always ensuring we put our values - Trust, Strength, Direction, and Value - at the forefront of everything we do. We're looking for talented people like you Joining us as a legal administrator, you will be educated to a GCSE level or equivalent, with experience working in administrative roles. You need to be an experienced team player with the ability to maintain high standards whilst meeting deadlines. It would be advantageous to have the following skills, but we welcome all applicants to join our talented team: Must possess Microsoft Office IT skills Have experience working in administrative roles Possess Legal experience preferable Experience in dictations Familiarity with Microsoft Office 365 What does this role involve? As a legal administrator, you will assist with admin support to the legal team, including management of the workflow. You will also produce legal documents for our fee-earning team, including wills, powers of attorney, and share purchase agreements. Your duties will also involve supporting the team with matters on a daily basis, including dictation, arranging meetings, travel and conferences, marketing, preparing expense claims, and managing the diary. You will also be responsible for managing the department databases which include: Setting up new clients Using checklists to ensure all details are available and recorded correctly Producing client letters and letters of engagement, including both standard and templates and deviations Monitoring the return of letters of engagement Be a Duncan & Toplis team member At Duncan & Toplis we offer flexible working arrangements which include the option of hybrid working. Aside from core hours, you can also work when it suits you, helping you to make work suit your lifestyle. As well as this we offer mental health support, time to volunteer for charitable work, and a discretionary Christmas bonus, which are just some of the perks of working at Duncan & Toplis. Interview process Shortlisted candidates will be invited to a virtual interview via Microsoft Teams with our Talent Acquisition Lead and Legal Services director.
Dec 02, 2022
Full time
We have an exciting opportunity for a full-time administrative assistant to join the Duncan & Toplis Legal Services team in Grantham. Duncan & Toplis, one of the UK's top regional accountancy firms, specialising in accountancy, tax, and business advice. Established in 1925, the team provides services to more than 12,000 businesses and individuals. We help each other as well as our communities, taking our social responsibility seriously by supporting local initiatives. We develop talent and encourage ambitious individuals to progress their careers and expand their professional and personal development, whilst always ensuring we put our values - Trust, Strength, Direction, and Value - at the forefront of everything we do. We're looking for talented people like you Joining us as a legal administrator, you will be educated to a GCSE level or equivalent, with experience working in administrative roles. You need to be an experienced team player with the ability to maintain high standards whilst meeting deadlines. It would be advantageous to have the following skills, but we welcome all applicants to join our talented team: Must possess Microsoft Office IT skills Have experience working in administrative roles Possess Legal experience preferable Experience in dictations Familiarity with Microsoft Office 365 What does this role involve? As a legal administrator, you will assist with admin support to the legal team, including management of the workflow. You will also produce legal documents for our fee-earning team, including wills, powers of attorney, and share purchase agreements. Your duties will also involve supporting the team with matters on a daily basis, including dictation, arranging meetings, travel and conferences, marketing, preparing expense claims, and managing the diary. You will also be responsible for managing the department databases which include: Setting up new clients Using checklists to ensure all details are available and recorded correctly Producing client letters and letters of engagement, including both standard and templates and deviations Monitoring the return of letters of engagement Be a Duncan & Toplis team member At Duncan & Toplis we offer flexible working arrangements which include the option of hybrid working. Aside from core hours, you can also work when it suits you, helping you to make work suit your lifestyle. As well as this we offer mental health support, time to volunteer for charitable work, and a discretionary Christmas bonus, which are just some of the perks of working at Duncan & Toplis. Interview process Shortlisted candidates will be invited to a virtual interview via Microsoft Teams with our Talent Acquisition Lead and Legal Services director.
