Private Client Tax Manager

JR United Kingdom; Coventry; On-site; GBP 50,000 - 70,000; Full time

Job summary

Duncan & Toplis is looking for a Private Client Tax Manager to drive growth within their Tax team. This pivotal role includes managing client portfolios, ensuring compliance, and leading team members while maintaining high quality in client service. The ideal candidate will possess strong tax qualifications and experience and will play a key role in shaping client relationships and identifying new business opportunities.

Benefits

Flexible working

Volunteer hours

Online fitness classes

Mental health support

Talent development through training

Encouragement of career progression

Qualifications

• Full CTA, ATT, AAT, ACA, or ACCA qualifications or experience as a Tax Lead.
• Proven ability to collaborate within a team.
• UK Accounting / Practice experience.
• UK Private Tax advisory experience.

Responsibilities

• Manage and develop team members and conduct performance reviews.
• Manage a client portfolio, ensuring quality and budgeted outputs.
• Collaborate with service line members to scope client requirements.
• Liaise with management on client updates and issues.
• Build a network to identify new business opportunities.

Skills

Communication

Interpersonal Skills

Team Collaboration

Education

CTA

ATT

AAT

ACA

ACCA

Job description

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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 is to be the team that clients always choose to work with and where talented people belong, guiding everything we do.

Our Tax team is seeking a Private Client Tax Manager to play a pivotal role in our continued success. Leading from the front, you will assist directors in providing taxation advice to clients, support your teams in delivering their work, and ensure operational objectives are met. You will maintain compliance and quality standards, identify client needs, provide proactive support and advice, adhere to our client care programme, and ensure client relationships comply with legislative, compliance, and quality standards.

What You’ll Be Doing

• Manage and develop team members and conduct performance reviews by setting objectives.
• Manage a client portfolio, adding value through your expertise.
• Ensure the quality of client assignments and produce complete, budgeted outputs, including audit planning and execution.
• Collaborate with service line members to scope client requirements and ensure timely, within-budget delivery.
• Liaise with management (e.g., directors) on client updates, issues escalation, and progress reports.
• Build a network to identify new business opportunities through active participation in marketing initiatives.
• Participate in pitching for new business and developing tender documents.

What You’ll Need to Succeed

• Full CTA, ATT, AAT, ACA, or ACCA qualifications, or experience as a Tax Lead.
• Proven ability to collaborate within a team.
• UK Accounting / Practice experience.
• UK Private Tax advisory experience.
• Strong communication and interpersonal skills.

Why Join Duncan & Toplis?

We offer flexible working, volunteer hours, online fitness classes, and mental health support to help maintain a healthy work-life balance.

We support talent development through training and CPD, encouraging career progression.

Our purpose is to positively impact our people, communities, and the world, guided by values of trust, partnership, and inclusivity.

Interested? Let’s talk!

Duncan & Toplis is committed to diversity and inclusion. We welcome applications from all backgrounds, ensuring equal opportunities.

This role is ideal for an individual with technical expertise in statutory accounting and compliance, passionate about technical accuracy, continuous improvement, and collaborative problem-solving. You will be a key technical resource and support high-quality service delivery to clients.