Private Client Tax Manager

JR United Kingdom; Chesterfield; On-site; GBP 40,000 - 60,000; Full time

Job summary

Join a leading firm as a Private Client Tax Manager, pivotal in guiding compliance and quality standards, while leading a team and managing client portfolios. This role offers a chance to contribute to the growth of one of the UK's largest independent accountants, with opportunities for personal and professional development.

Benefits

Flexible working arrangements

Time-matched volunteer hours

Online fitness classes

Mental health support

Training and CPD support

Qualifications

• Must have UK Accounting/Practice experience.
• Experience in UK Private Tax advisory required.
• Qualified as a Tax Lead, with robust knowledge.

Responsibilities

• Manage and develop team members and conduct performance reviews.
• Oversee client portfolio and ensure quality of client assignments.
• Proactively liaise with directors on client progress.

Skills

Collaboration

Communication

Interpersonal Skills

Technical Accuracy

Education

CTA

ATT

AAT

ACA

ACCA

Job description

Social network you want to login/join with:

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Client:

Duncan & Toplis

Location:

chesterfield, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

06.06.2025

Expiry Date:

21.07.2025

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Job Description:

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.
• 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.