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- Tasks: Lead a team to provide top-notch tax advice and manage client portfolios.
- Company: Join Duncan & Toplis, a leading independent accountancy firm celebrating 100 years of excellence.
- Benefits: Enjoy flexible working, volunteer hours, fitness classes, and mental health support.
- Why this job: Be part of a vibrant culture focused on growth, inclusivity, and making a positive impact.
- Qualifications: Must have UK tax advisory experience and relevant qualifications like CTA or ACA.
- Other info: This role is perfect for those passionate about technical accuracy and collaborative problem-solving.
The predicted salary is between 43200 - 72000 £ per year.
Join Duncan & Toplis
Have you got what it takes to succeed The following information should be read carefully by all candidates.
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.
Contact Detail:
Duncan & Toplis Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager
✨Tip Number 1
Network actively within the accounting and tax community. Attend industry events, webinars, or local meet-ups to connect with professionals who may have insights into Duncan & Toplis or similar firms. Building relationships can often lead to referrals or insider information about job openings.
✨Tip Number 2
Familiarise yourself with the latest trends and changes in UK tax legislation. Being well-versed in current regulations will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in the field, which is crucial for a Private Client Tax Manager role.
✨Tip Number 3
Prepare to discuss your experience in managing teams and client portfolios. Be ready to share specific examples of how you've successfully led projects or improved client relationships, as this will highlight your suitability for the managerial aspects of the role.
✨Tip Number 4
Research Duncan & Toplis thoroughly. Understand their values, mission, and recent achievements. Tailoring your conversation to align with their goals during interviews can set you apart from other candidates and show that you're genuinely interested in being part of their team.
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in private tax advisory and UK accounting practices. Emphasise your qualifications such as CTA, ATT, AAT, ACA, or ACCA, and any people management experience.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific examples of how you've successfully managed client portfolios and contributed to team success in previous roles.
Highlight Your Team Collaboration Skills: In your application, provide examples of how you have effectively collaborated within a team environment. Discuss any experiences where you led a team or supported colleagues in achieving operational objectives.
Showcase Your Communication Skills: Demonstrate your robust communication and interpersonal skills in your application. Include instances where you have liaised with management or clients, ensuring they were well-informed and satisfied with the service provided.
How to prepare for a job interview at Duncan & Toplis
✨Showcase Your Technical Knowledge
As a Private Client Tax Manager, you'll need to demonstrate your in-depth understanding of UK tax regulations and compliance. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax issues, showcasing your expertise.
✨Emphasise People Management Skills
Since the role involves managing and developing team members, highlight your experience in leading teams. Share examples of how you've conducted performance reviews, set objectives, and supported your colleagues in achieving their goals.
✨Demonstrate Client Relationship Management
Duncan & Toplis values strong client relationships. Prepare to discuss how you've built and maintained client portfolios in the past, including any strategies you've used to identify new business opportunities and ensure client satisfaction.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and decision-making skills. Think of situations where you've had to collaborate with other departments or manage tight deadlines, and be ready to explain how you handled those challenges effectively.
