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For Companies At a Glance
- Tasks: Manage client portfolios and provide top-notch tax advice while leading your team.
- Company: Join Duncan & Toplis, a leading UK accountancy firm with a rich history since 1925.
- Benefits: Enjoy flexible working, mental health support, and volunteer time as part of our perks.
- Why this job: Gain valuable experience in client management and make a real impact in the community.
- Qualifications: You need UK tax advisory experience and relevant qualifications like CTA or ACA.
- Other info: Be part of a supportive team that values personal and professional growth.
The predicted salary is between 43200 - 72000 £ per year.
Join Duncan & Toplis
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.
Private Client Tax Manager employer: Duncan & Toplis
Contact Detail:
Duncan & Toplis Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager
✨Tip Number 1
Familiarize yourself with the specific tax regulations and compliance standards in the UK, especially those related to private clients. This knowledge will not only help you in interviews but also demonstrate your commitment to understanding the role.
✨Tip Number 2
Network with professionals in the tax advisory field, particularly those who have experience with UK private tax. Attend industry events or webinars to connect with potential colleagues and learn more about current trends and challenges in the sector.
✨Tip Number 3
Showcase your people management skills by preparing examples of how you've successfully led teams or managed client relationships in the past. Be ready to discuss your approach to performance reviews and team development during the interview.
✨Tip Number 4
Research Duncan & Toplis' values and community initiatives. Being able to articulate how your personal values align with theirs, especially regarding social responsibility, can set you apart as a candidate who is not only qualified but also a good cultural fit.
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Private Client Tax Manager position. Understand the key responsibilities and qualifications required, and think about how your experience aligns with these.
Tailor Your CV: Customize your CV to highlight relevant experience in UK private tax advisory and people management. Use specific examples that demonstrate your ability to manage a client portfolio and collaborate within a team environment.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role and the company. Mention your understanding of Duncan & Toplis' values and how you can contribute to their mission.
Highlight Relevant Qualifications: Make sure to clearly list your qualifications such as CTA, ATT, AAT, ACA, or ACCA. If you have experience as a Tax Lead, be sure to emphasize this in both your CV and cover letter.
How to prepare for a job interview at Duncan & Toplis
✨Showcase Your Tax Knowledge
Be prepared to discuss your understanding of UK private tax regulations and how they apply to client scenarios. Highlight any relevant experience you have in providing tax advice and managing client portfolios.
✨Demonstrate Team Leadership Skills
Since the role involves managing and developing team members, be ready to share examples of how you've successfully led a team in the past. Discuss your approach to setting objectives and conducting performance reviews.
✨Communicate Effectively
Robust communication is key in this role. Practice articulating your thoughts clearly and concisely, especially when discussing complex tax issues. Be sure to also demonstrate your interpersonal skills during the interview.
✨Prepare for Client Management Scenarios
Expect questions about how you would handle specific client situations. Think about how you would ensure compliance and quality standards while meeting client needs, and be ready to provide proactive support and advice.
