Private Tax Manager

We are seeking an experienced and commercially minded Private Client Tax Manager to join our growing Private Client Tax Team.

What does this role involve?

You will 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, and our client needs are identified, providing proactive support and advice, adhering to our client care programme and ensuring client relationships are within our legislative framework, compliance and quality standards.

Client experience

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

Team management

As part of the management team, you will support and manage junior team members, providing guidance, coaching and technical development. 

Teamwork

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

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:

• 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.
• Be responsible 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 the 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 we are looking for

• Possess either full CTA, ATT, AAT, ACA or ACCA qualifications or experience as a Tax Lead.
• 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.

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.