Private Client Tax Manager

3 days 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.

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