The Accounts Assistant may be someone with limited experience, part/newly qualified or qualified by experience. His/her main responsibility is the initial preparation of client accounts, where necessary with the assistance of a senior to reach final stage, for Manager or Director Approval/signing off.
Newly appointed as a private client solicitor and associate director, Amy Codd is providing clients with expert advice and support in all areas of probate client work including wills, lasting power of attorney, probate and court of protection orders.
From joining Duncan & Toplis as an apprentice to becoming Head of Business Services, Kayleigh Williams has an in-depth knowledge of the company. Having worked as a financial controller for SMEs and owner-managed businesses, she brings in-house experience and a wealth of business expertise to her new role.
The Tax Advisory Manager is responsible for the provision of specialist tax advice and planning for clients across the practice and on special projects. They are also required to ensure that all team members under their supervision receive necessary on the job training and support to meet business and personal goals.