Private Client Tax Manager - Strategic Advisor

Duncan & Toplis; East Midlands; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

Duncan & Toplis is seeking an experienced Private Client Assistant Manager to join our growing advisory team in the UK. You will work closely with high-net-worth individuals, families, entrepreneurs and business owners, delivering practical and strategic advice across personal, business and international tax matters.

You will advise on complex tax planning opportunities, support junior staff, and develop trusted client relationships, while promoting services and contributing to the wider private

Qualifications

• Experience within private client tax or tax advisory.
• Strong knowledge of UK taxation and international aspects.
• Excellent written and verbal communication skills.

Responsibilities

• Advise on private client tax planning and cross-border issues.
• Support and mentor junior team members in complex matters.
• Develop trusted relationships with high-net-worth clients.
• Prepare technical reports, calculations and client advice.
• Collaborate with accountants, solicitors and advisers to deliver integrated solutions.
• Identify opportunities to add value and promote services.

Skills

Private client tax

UK taxation

Tax planning

Client communication

Project management

Education

CTA/ACA/ACCA qualified or working towards

Job description

Duncan & Toplis is seeking an experienced Private Client Assistant Manager to join our growing advisory team in the UK. You will work closely with high-net-worth individuals, families, entrepreneurs and business owners, delivering practical and strategic advice across personal, business and international tax matters.

You will advise on complex tax planning opportunities, support junior staff, and develop trusted client relationships, while promoting services and contributing to the wider private