At a Glance
- Tasks: Lead a team in delivering top-notch tax services and client support.
- Company: Join Duncan & Toplis, a firm dedicated to positive community impact and inclusivity.
- Benefits: Enjoy flexible working, volunteer hours, fitness classes, and mental health support.
- Why this job: Be part of a vibrant team that values growth, collaboration, and high-quality service.
- Qualifications: Must have UK Private Tax advisory experience and relevant qualifications like CTA or ACA.
- Other info: This role offers a chance to develop your skills and advance your career.
The predicted salary is between 43200 - 72000 £ per year.
Our Tax team is seeking a Private Client Tax Manager to play a pivotal role in our continued success. 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 ensuring client relationships are within our legislative framework, compliance and quality standards.
Manage and develop team members and conduct performance reviews by setting objectives and conducting performance reviews. 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.
Proactively liaise with relevant members of the management team to build a network of potential new clients in order to identify new business opportunities, creating a vibrant pipeline of new opportunities.
Possessing either full CTA, ATT, AAT, ACA or ACCA qualifications or experienced as a Tax Lead. Must have UK Accounting / Practice experience and UK Private Tax advisory experience. People management experience is essential.
From flexible working arrangements and time-matched volunteer hours to online fitness classes and mental health support, at Duncan & Toplis we are 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. 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. 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 or Senior 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 or Senior Manager.
✨Tip Number 1
Network actively within the tax community. Attend industry events, webinars, and local meet-ups to connect with professionals in private client tax. Building relationships can lead to referrals and insights about job openings.
✨Tip Number 2
Showcase your people management skills. Be prepared to discuss your experience in developing team members and conducting performance reviews. Highlight specific examples of how you've successfully managed teams in previous roles.
✨Tip Number 3
Familiarise yourself with the latest trends in UK private tax advisory. Stay updated on legislative changes and compliance standards, as this knowledge will demonstrate your commitment to the field and your ability to provide proactive support.
✨Tip Number 4
Engage with potential clients through social media platforms like LinkedIn. Share relevant content and insights related to private client tax, which can help you establish credibility and attract new business opportunities.
We think you need these skills to ace Private Client Tax Manager or Senior Manager.
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in UK Private Tax advisory and people management. Use specific examples that demonstrate your ability to manage client relationships and ensure compliance with quality standards.
Craft a Compelling Cover Letter: In your cover letter, express your passion for tax management and how your qualifications (CTA, ATT, AAT, ACA, or ACCA) align with the role. Mention your experience in audit planning and your proactive approach to identifying new business opportunities.
Showcase Your People Management Skills: Emphasise your experience in managing and developing team members. Provide examples of how you've set objectives and conducted performance reviews, showcasing your leadership style and commitment to team development.
Highlight Your Technical Knowledge: Demonstrate your broad and in-depth technical knowledge of statutory accounting and compliance. Mention any specific projects or challenges you've faced and how you successfully navigated them to deliver high-quality service to clients.
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 statutory accounting and compliance. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax issues, showcasing your qualifications like CTA, ATT, AAT, ACA, or ACCA.
✨Emphasise People Management Skills
Since the role involves managing and developing team members, highlight your experience in performance reviews and setting objectives. Share examples of how you've motivated your team and contributed to their professional growth, aligning with the company's commitment to development.
✨Demonstrate Client Relationship Management
The ability to build and maintain client relationships is crucial. Prepare to discuss how you've identified client needs and provided proactive support in previous roles. Mention any successful strategies you've implemented to enhance client satisfaction and compliance.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills in real-world situations. Think about challenges you've faced in audit planning or fieldwork and how you collaborated with your team to overcome them. This will show your ability to deliver high-quality service under pressure.