Private Client Tax Manager

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

Job summary

A leading firm in the UK is looking for a Private Client Tax Manager to join their growing tax team. You will play a key role in managing team performance and client relationships, providing high-quality tax advisory services. The position offers flexible working and opportunities for professional development in a supportive environment that values diversity.

Benefits

Flexible working

Volunteer hours

Online fitness classes

Mental health support

Professional development opportunities

Qualifications

• Experience as a Tax Lead or similar.
• UK Accounting / Practice experience.
• UK Private Tax advisory experience.

Responsibilities

• Manage and develop team members, setting objectives.
• Manage client portfolio and ensure budget compliance.
• Participate in pitching for new business.

Skills

Team collaboration

Communication

Interpersonal skills

Education

Full 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 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 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 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 projects within budget, including audit planning, fieldwork, and collaboration with your team.
• Scope out client requirements with your service line colleagues to ensure timely and budget-compliant delivery.
• Communicate regularly with management team members (e.g., directors) about client progress, issues, and updates.
• 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

• Full CTA, ATT, AAT, ACA, or ACCA qualifications, or experience as a Tax Lead.
• Proficiency in team collaboration.
• 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, mental health support, and professional development opportunities with training and CPD.

Our core 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 equal opportunity. We welcome applications from all backgrounds.

This role is ideal for someone passionate about technical accuracy, continuous improvement, and collaborative problem-solving. You will serve as a technical reference point across the firm and support high-quality client service delivery.