At a Glance
- Tasks: Lead tax advisory projects and support clients in achieving their financial goals.
- Company: Join Duncan & Toplis, a leading independent accountancy firm with a century of expertise.
- Benefits: Enjoy flexible working, volunteer hours, fitness classes, and mental health support.
- Why this job: Make a real impact by helping clients navigate complex tax planning and compliance.
- Qualifications: Experience in UK Private Tax compliance or advisory; CTA, ACA, or ACCA qualifications preferred.
- Other info: Be part of a diverse team that values trust, partnership, and inclusivity.
The predicted salary is between 36000 - 60000 £ per year.
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 Project Team is seeking a Private Tax Manager, to focus on Tax Advisory / Planning Project work, you will play a pivotal role in our continued success. You will be 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 who would like to be more involved with helping clients achieve their goals through tax planning and analysis. Prior experience in these types of planning is not necessary, the key attributes we are looking for are willingness to learn and a desire to help clients find the best solutions for them. The advice you could expect to be involved includes the following:
- Inheritance tax planning
- Remuneration planning
- Incorporation of businesses
- Capital allowance reviews
- Capital Gains tax advice
- International tax planning
What You’ll Be Doing
- Delivering all elements of a tax project, tax advice with supervision (review) by your manager or director
- Training assistant team members, including regularly reviewing their work to ensure that client requirements are actioned
- Managing your workflow and client expectations, using your specialist knowledge and skills to add value
- Developing working relationships with clients and assisting in all aspects of the company’s relationships with them to maximise yield and performance
- Identifying areas of risk and viable opportunities for both current clients and potential clients
- Where appropriate, initiating and taking an active role in business development by promoting our full range of services to clients (cross-selling)
What You’ll Need to Succeed
- Possessing full CTA, ACA or ACCA qualifications
- Demonstrated proficiency in collaborating within a team environment
- Must have UK Accounting / Practice experience
- Must have UK Private Tax compliance or advisory 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.
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Private Tax Manager employer: Duncan & Toplis
Contact Detail:
Duncan & Toplis Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Tax Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Private Tax Manager role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, make sure to highlight your tax knowledge and any relevant experience. Be ready to discuss how you can help clients achieve their goals through tax planning.
✨Tip Number 3
Don’t be shy about following up! After interviews or networking events, drop a quick message to thank them for their time and reiterate your interest. It shows you're keen and keeps you on their radar.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you prepare for interviews and showcase your talents. Plus, it’s the best way to ensure your application gets seen by the right people at Duncan & Toplis.
We think you need these skills to ace Private Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Private Tax Manager role. Highlight any relevant tax advisory or planning experience, even if it's just a project or two. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for tax planning and your desire to help clients achieve their goals. Let us know why you’re excited about joining Duncan & Toplis and how you fit into our vision.
Showcase Your Team Spirit: Since collaboration is key in our work environment, make sure to mention any experiences where you've successfully worked within a team. We love seeing candidates who can communicate well and support their colleagues!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Duncan & Toplis
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of inheritance tax planning, capital gains tax advice, and other relevant areas mentioned in the job description. Being able to discuss these topics confidently will show that you're serious about the role and understand what it entails.
✨Show Your Team Spirit
Duncan & Toplis values collaboration, so be ready to share examples of how you've worked effectively in a team. Highlight any experiences where you trained others or contributed to group projects, as this will demonstrate your ability to fit into their culture.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s approach to client relationships and how they support professional development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Emphasise Your Willingness to Learn
Since prior experience in tax planning isn't necessary, focus on your eagerness to learn and grow. Share instances where you've quickly picked up new skills or adapted to changes, which aligns with their desire for someone who is keen to help clients achieve their goals.