Private Client Tax Manager

JR United Kingdom; Derby; On-site; GBP 45,000 - 65,000; Full time

Job summary

Duncan & Toplis, a leading accountancy firm, is seeking a Private Client Tax Manager in Derby to manage teams and client portfolios. Ideal candidates will have professional tax qualifications and experience, with a focus on collaboration and quality service delivery. Join a dynamic team committed to diversity and continuous improvement.

Benefits

Flexible working

Volunteer hours

Online fitness classes

Mental health support

Training and CPD support

Qualifications

• Full CTA, ATT, AAT, ACA, or ACCA qualifications or equivalent experience.
• UK Accounting/Practice experience required.
• UK Private Tax advisory experience needed.

Responsibilities

• Manage and develop team members and conduct performance reviews.
• Manage a client portfolio and add value through expertise.
• Ensure quality of client assignments and complete within budget.

Skills

Collaboration

Communication

Interpersonal skills

Education

CTA, ATT, AAT, ACA, or ACCA qualifications

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 program, and ensure client relationships are within 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 knowledge and skills.
• Ensure the quality of individual client assignments and complete work within budget, including audit planning and execution.
• Collaborate with service line members to scope out client requirements and ensure timely, budgeted completion of assignments.
• Liaise proactively with management (e.g., directors), providing updates and escalating issues as necessary.
• Build a network of potential new clients to identify new business opportunities, participating in marketing initiatives.
• Participate in pitching for new business and developing tender documents.

What You’ll Need to Succeed

• Possess full CTA, ATT, AAT, ACA, or ACCA qualifications, or have experience as a Tax Lead.
• Proven ability to collaborate within a team environment.
• 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 growth.

Our purpose—to positively impact our people, communities, and the world—guides us, with values of trust, partnership, and inclusivity.

Interested? Let’s talk!

Duncan & Toplis is committed to diversity and inclusion, welcoming applications from all backgrounds.

This role is ideal for someone with technical accounting expertise and a passion for continuous improvement and collaborative problem-solving. You will be a key technical resource and support high-quality client service delivery.