Private Client Tax Manager

1 week ago

Lincolnshire, United Kingdom Duncan & Toplis Full time

Our Tax team is seeking an Private Client Tax Manager. This role will be instrumental in assisting managers and 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. This is an ideal role for someone wanting to gain more experience in managing a client portfolio.


The Duncan & Toplis group is one of the UK’s top regional accountancy firms, specialising in accountancy, tax, and business advice, as well as supporting clients with legal services, IT support, and wealth management. Established in 1925, the team provide 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 through the Duncan & Toplis Foundation.


Your responsibilities

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

  • 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.


About you

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

  • 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


Be a Duncan & Toplis team member

At Duncan & Toplis we offer flexible working arrangements through our flexible working guide, called ‘How We Work’. You can read more here.


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

Duncan & Toplis develop talent and encourage ambitious individuals to progress their careers and expand their professional and personal development, whilst always ensuring we put our values at the forefront of everything we do.

  • Private Client Tax Manager

    1 week ago

    Lincolnshire, United Kingdom Duncan & Toplis Full time

    Our Tax team is seeking an Private Client Tax Manager. This role will be instrumental in assisting managers and 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...

  • Private Client Tax Manager

    1 week ago

    Lincolnshire, UK, East Midlands, United Kingdom Duncan & Toplis Full time

    Our Tax team is seeking an Private Client Tax Manager. This role will be instrumental in assisting managers and 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...

  • Private Tax Assistant Manager

    2 months ago

    Grantham, Lincolnshire, United Kingdom RGH-Global Ltd Full time €42,000 - €46,850

    Position - Private tax assistant manager Location - Grantham Role - Permanent Stepping into the role of Private Tax Assistant Manager, you'll support senior staff by offering top-notch tax advice and helping teams meet their goals. Professional Development:Guide and develop team members, conduct performance reviews, set goals, and hold regular...

  • Private Client Advisory Lead

    7 days ago

    Lincolnshire, United Kingdom Duncan & Toplis Full time

    About the RoleWe are currently seeking an experienced Private Client Advisory Lead to join our team. In this role, you will be responsible for assisting managers and directors in providing taxation advice to clients and ensuring compliance and quality standards are maintained.The ideal candidate will have strong UK Private Tax advisory experience and...

  • Tax Director

    2 months ago

    Grantham, Lincolnshire, United Kingdom RGH-Global Ltd Full time

    Corporate Tax Director Location: East Midlands (Hybrid 2 days in the office) Role: Permanent Hours: Full Time Annual Leave: 27 Days Start: ASAP Our client is one of the UKs top regional accountancy firms, specializing in accountancy/tax as well as supporting clients with legal services, IT support, and wealth management. They are looking to appoint...

  • Tax Director

    3 weeks ago

    Grantham, Lincolnshire, United Kingdom RGH-Global Ltd Full time

    Corporate Tax Director Location: East Midlands (Hybrid 2 days in the office) Role: Permanent Hours: Full Time Annual Leave: 27 Days Start: ASAP Our client is one of the UK's top regional accountancy firms, specializing in accountancy/tax as well as supporting clients with legal services, IT support, and wealth management. They are looking to...

  • Private Client Advisory Lead

    3 days ago

    Lincolnshire, United Kingdom Duncan & Toplis Full time

    Lead Tax AdvisorWe are seeking a highly skilled Lead Tax Advisor to join our team at Duncan & Toplis. As a key member of our taxation advisory team, you will be responsible for delivering high-quality tax advice and support to clients.About the Role:Deliver high-quality tax advice and support to clients, ensuring compliance with regulatory...

  • Private Client Associate

    1 week ago

    Lincolnshire, United Kingdom Connectment Full time

    Company Overview:Welcome to Connectment, a leading provider of estate planning services to individuals and families. With a strong focus on delivering exceptional client care and expertise, we are committed to helping our clients achieve their goals and protect their assets for generations to come.We are seeking a highly skilled Private Client Associate to...

  • Private Client Solicitor

    2 months ago

    Lincoln, Lincolnshire, United Kingdom Edwards & Pearce Limited Full time

    This is an excellent opportunity in Lincoln for a Private Client Solicitor looking for a new challenge. This is a great opportunity to work for an established and reputable firm with a friendly and open culture. THE ROLE: Capable of advising on trust creation and administration. Be prepared to travel as required to clients and our other local offices. ...

  • Tax Manager Specialist

    7 days ago

    Lincolnshire, United Kingdom Duncan & Toplis Full time

    About the RoleWe are seeking an experienced Tax Manager Specialist to join our team. This role will be instrumental in providing taxation advice to clients and supporting the delivery of operational objectives.The ideal candidate will have strong UK Private Tax advisory experience and excellent communication skills. They will also possess people management...

  • Tax Portfolio Manager

    3 days ago

    Lincolnshire, United Kingdom Duncan & Toplis Full time

    Job OpportunityWe are seeking an experienced Tax Portfolio Manager to join our team at Duncan & Toplis. As a key member of our taxation advisory team, you will be instrumental in managing and developing a portfolio of clients, providing high-quality tax advice and support.About the Role:Manage a portfolio of clients, identifying opportunities to add value...

  • Senior Manager

    2 months ago

    Grantham, Lincolnshire, United Kingdom RGH-Global Ltd Full time €46,500 - €66,500

    Job Title - Private Tax Manager Salary -?£Role - Permanent Step into the role of a Private Tax Manager, providing essential UK private tax support and advice to clients. Your job is to keep client relationship managers updated and aware of project developments, escalating issues as needed. Guide your service line according to company values, assist...

  • Private Client Solicitor

    2 months ago

    Lincolnshire , Lincolnshire, East Midlands, United Kingdom Executive Network Legal Limited Full time

    Private Client Solicitor, 1+ PQE – Lincolnshire – Salary circa £45,000 plus – DOE – Due to growth, this leading regional law firm is looking to appoint an experienced Private Client Solicitor into their well-regarded team. JOB TITLE: Private Client Solicitor PQE REQUIRED: 1+ LOCATION: Lincolnshire SALARY: £DOE THE ROLE: The appointed Private...

  • Senior Tax Professional

    7 days ago

    Lincolnshire, United Kingdom Duncan & Toplis Full time

    About the RoleWe are seeking an experienced Senior Tax Professional to join our team. In this role, you will be responsible for managing a client portfolio and ensuring that operational objectives are met.The ideal candidate will have strong UK Private Tax advisory experience and excellent communication skills. They will also possess people management...

  • Private Client Solicitor

    2 months ago

    Lincolnshire, United Kingdom Executive Network Legal Limited Full time

    Private Client Solicitor, 1+ PQE – Lincolnshire – Salary circa £45,000 plus – DOE – Due to growth, this leading regional law firm is looking to appoint an experienced Private Client Solicitor into their well-regarded team. JOB TITLE: Private Client SolicitorPQE REQUIRED: 1+LOCATION: LincolnshireSALARY: £DOETHE ROLE:The appointed Private Client...

  • Assistant Tax Manager

    4 weeks ago

    Lincolnshire, United Kingdom RGH-Global Limited Full time

    About the RoleIn this exciting opportunity, you will have the chance to develop your skills as a Private Tax Assistant Manager at RGH-Global Limited.You will oversee client portfolios, ensuring high-quality service delivery and adherence to budgets. This role also involves guiding and developing team members, conducting performance reviews, setting goals,...

  • Tax Compliance Manager

    3 days ago

    Lincolnshire, United Kingdom Duncan & Toplis Full time

    Job Title: Tax Compliance Manager">About the Firm:Duncan & Toplis is a leading regional accountancy firm, offering a range of services including accountancy, tax, and business advice.We are seeking an experienced Tax Compliance Manager to join our team.Key Responsibilities:Manage UK corporate tax compliance work for clients in various industries.Involved in...

  • Tax Advisory Manager

    3 days ago

    Lincolnshire, United Kingdom Duncan & Toplis Full time

    **Job Title:** Tax Advisory ManagerWe are seeking a highly skilled and experienced Tax Advisory Manager to join our team. As a key member of our tax advisory team, you will be responsible for managing the delivery of UK corporate tax compliance work for clients in a range of industries.This is an excellent opportunity for someone who is passionate about tax...

  • Corporate Tax Manager

    2 months ago

    Lincolnshire, United Kingdom Duncan & Toplis Full time

    Job Description Our Tax team is seeking a Corporate Tax Advisory Manager . This role will be instrumental in assisting managers and 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...

  • Private Client Solicitor

    3 weeks ago

    Lincolnshire, United Kingdom eNL Legal Recruitment Full time €45,000

    Private Client Solicitor, 1+ PQE – Lincolnshire – Salary circa £45,000 plus – DOE – Due to growth, this leading regional law firm is looking to appoint an experienced Private Client Solicitor into their well-regarded team. JOB TITLE: Private Client Solicitor The appointed Private Client Solicitor will be joining a L500 rated team who undertake a...