Private Client Tax Manager: Flexible, Strategic Advisory

Duncan & Toplis; East Midlands; On-site; GBP 55,000 - 75,000; Full time

Job summary

Duncan & Toplis is seeking an experienced Private Client Assistant Manager to join our growing advisory team. You will provide strategic personal and business tax advice to high-net-worth clients and work closely with colleagues and advisors across practices.

In this role you’ll mentor junior staff, develop client relationships and deliver practical planning across IHT, CGT and international taxation while upholding our commitment to clear, commercial advice.

Qualifications

• Experience in private client tax or tax advisory.
• Strong knowledge of UK taxation and complex tax planning.
• CTA/ACA/ACCA qualification or working towards a relevant designation.

Responsibilities

• Advise clients on complex tax planning opportunities.
• Support and mentor junior team members.
• Develop strong, trusted client relationships.

Skills

Private client tax

Personal tax

Tax planning

Client relationship management

Communication skills

Project management

Commercial acumen

Education

CTA/ACCA/ACA qualified (or working towards)

Job description

Duncan & Toplis is seeking an experienced Private Client Assistant Manager to join our growing advisory team. You will provide strategic personal and business tax advice to high-net-worth clients and work closely with colleagues and advisors across practices.

In this role you’ll mentor junior staff, develop client relationships and deliver practical planning across IHT, CGT and international taxation while upholding our commitment to clear, commercial advice.