Private Client Tax Manager

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

Job summary

Join a leading independent accountancy firm in Loughborough as a Private Client Tax Manager. Be a pivotal part of a growing team by managing client portfolios, advising on tax matters, and developing team members. Enjoy flexible working arrangements, talent development, and a supportive environment focused on accuracy and improvement.

Benefits

Flexible working

Volunteer hours

Online fitness classes

Mental health support

Training and CPD

Qualifications

• Experience in UK Accounting Practice and Private Tax advisory.
• Proven ability to manage teams and client portfolios.
• Strong communication skills and collaborative mindset.

Responsibilities

• Manage and develop team members; conduct performance reviews.
• Coordinate with service line members to deliver client requirements.
• Build a network of potential new clients for business opportunities.

Skills

Collaboration

Communication

Interpersonal skills

Problem-solving

Education

CTA, ATT, AAT, ACA, or ACCA qualifications

Job description

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Private Client Tax Manager, Loughborough

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Client:

Duncan & Toplis

Location:

Loughborough, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

06.06.2025

Expiry Date:

21.07.2025

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Job Description:

Join Duncan & Toplis

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, supporting your teams in delivering their work, and ensuring operational objectives are met. You will ensure compliance and quality standards are maintained, identify client needs, provide proactive support and advice, adhere to our client care programme, and maintain client relationships within our legislative, compliance, and quality standards.

What You’ll Be Doing

• Manage and develop team members and conduct performance reviews; set objectives and review performance.
• Manage a client portfolio, utilizing your knowledge and skills to add value.
• Ensure the quality of client assignments and deliver complete products within budget, including audit planning, fieldwork, and collaboration with your team.
• Coordinate with other service line members to scope out client requirements and ensure timely, budget-compliant delivery.
• Communicate regularly with management (e.g., directors) about client progress, escalate 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 our team maintain a healthy work-life balance.

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

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 someone with technical expertise in statutory accounting and compliance, passionate about accuracy, improvement, and problem-solving. You will be a key technical resource and support high-quality client service.