Private Client Tax Manager

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

Job summary

A leading accounting firm is seeking a Private Client Tax Manager to enhance their Tax team. This pivotal role involves managing client portfolios, ensuring compliance, and developing team members. The ideal candidate will possess relevant qualifications and UK tax advisory experience, with a focus on collaboration and client satisfaction.

Benefits

Flexible working arrangements

Volunteer hours

Online fitness classes

Mental health support

Training and CPD opportunities

Qualifications

• Possess full CTA, ATT, AAT, ACA, or ACCA qualifications, or have experience as a Tax Lead.
• UK Accounting/Practice experience.
• UK Private Tax advisory experience.

Responsibilities

• Manage and develop team members, conduct performance reviews, and set objectives.
• Manage a client portfolio, ensuring timely delivery of work.
• Collaborate with service lines to meet client requirements.

Skills

Team 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, which guides 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 are within legislative, compliance, and quality standards.

What You’ll Be Doing

• Manage and develop team members, conduct performance reviews, and set objectives.
• Manage a client portfolio, adding value through your knowledge and skills.
• Ensure the quality of individual client assignments and the timely, budget-conscious delivery of work, including audit planning and fieldwork.
• Collaborate with service line members to scope out client requirements and ensure timely completion of assignments within budget.
• Liaise proactively with management team members (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 arrangements, volunteer hours, online fitness classes, and mental health support to help our team maintain a healthy work-life balance.

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

Our purpose is to ‘positively impact our people, communities, and the world,’ grounded in 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 for all candidates.

This role is ideal for someone with strong technical knowledge of statutory accounting and compliance, passionate about technical accuracy, continuous improvement, and collaborative problem-solving. You will be a key technical resource within the firm, supporting high-quality client service delivery.