Private Client Tax Manager

JR United Kingdom; Nottingham; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading accountancy firm in the UK is seeking a Private Client Tax Manager to enhance their Tax team. In this pivotal role, you will lead teams, manage client portfolios, and provide expert taxation advice, ensuring compliance and quality in service delivery. The position offers development opportunities and a supportive work environment focused on inclusivity and client success.

Benefits

Flexible working

Volunteer hours

Online fitness classes

Mental health support

Development opportunities through training and CPD

Qualifications

• Experience as a Tax Lead is advantageous.
• Knowledge of UK Accounting/Practice is required.
• UK Private Tax advisory experience needed.

Responsibilities

• Manage and develop team members, conduct performance reviews.
• Manage a client portfolio and ensure quality delivery.
• Build a network of potential new clients and participate in pitches.

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 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 our 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 with your knowledge and skills.
• Ensure the quality of individual client assignments and deliver complete products within budget, including audit planning, fieldwork, and collaboration with your team.
• Work with your service line team to scope out client requirements and ensure timely, budget-compliant delivery.
• Liaise proactively with management (e.g., directors), providing updates and escalating issues as needed.
• Build a network of potential new clients to identify new business opportunities, participating in marketing initiatives.
• Participate in pitching for new business and develop 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 development opportunities 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 applicants from all backgrounds.

This role is ideal for someone 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 and play a central role in delivering high-quality client services.