Private Client Tax Manager

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

Job summary

A leading UK accountancy firm is seeking a Private Client Tax Manager to join their Tax team. The role involves managing client portfolios, ensuring compliance, and contributing to the firm's growth. Candidates should possess relevant qualifications, UK tax advisory experience, and strong interpersonal skills. Flexible working and career development opportunities are offered.

Benefits

Flexible working arrangements

Volunteer hours

Online fitness classes

Mental health support

Training and CPD opportunities

Qualifications

• Full CTA, ATT, AAT, ACA, or ACCA qualifications, or experience as a Tax Lead.
• Proven UK accounting/practice experience.
• Strong communication and interpersonal skills.

Responsibilities

• Manage and develop team members and conduct performance reviews.
• Ensure overall quality of client assignments including audit planning.
• Liaise proactively with management on client matters.

Skills

Collaboration

Communication

Interpersonal skills

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 align with legislative, compliance, and quality standards.

What You’ll Be Doing

1. Manage and develop team members and conduct performance reviews by setting objectives.
2. Manage a client portfolio, adding value through your expertise.
3. Ensure overall quality of client assignments and deliver complete, budget-conscious products, including audit planning, fieldwork, and collaboration with your team.
4. Coordinate with service line members to scope out client requirements and ensure timely, budget-compliant execution.
5. Liaise proactively with management (e.g., directors) on client matters, providing updates and escalating issues as needed.
6. Build a network of potential new clients to identify new business opportunities, participating in marketing initiatives.
7. 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 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 balanced lifestyle.

We support talent development with training and CPD opportunities, encouraging career growth and personal development.

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, welcoming applications from all backgrounds.

This role is ideal for an individual with broad 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 service delivery.