Private Tax Manager - Lead Client Advisory and Growth

Duncan & Toplis; East Midlands; On-site; GBP 60,000 - 85,000; Full time

Job summary

Duncan & Toplis, a prominent UK accounting and business advisory firm, seeks a Private Client Tax Manager to lead the tax team and deliver high-quality advisory services to clients. You will guide directors, manage the portfolio, and ensure compliance with budget and quality standards across client work.

With qualifications such as CTA/ATT/AAT/ACA/ACCA or equivalent experience, you’ll collaborate across the service line, nurture client relationships, and identify new business opportunities while

Qualifications

• Possessing either full CTA, ATT, AAT, ACA or ACCA qualifications or experienced as a Tax Lead.
• Demonstrated proficiency in collaborating within a team environment.
• Must have UK Accounting / Practice experience.
• Must have UK Private Tax advisory experience.
• Robust communication and interpersonal skills.

Responsibilities

• Manage and develop team members and conduct performance reviews; by setting objectives and conducting performance reviews.
• Manage a client portfolio, using your knowledge and skills to add essential value to the offering.
• Responsibility for overall quality of individual client assignments and production of a complete product with due regard to budget.
• This will require direct completion of audit planning, fieldwork, and collaboration with your team.
• Work with other members of your service line to scope out client requirements and ensure that assignments are carried out in a timely manner and within specified budget.
• Proactively liaise with relevant members of the management team on individual clients, ensuring that they are well informed and receive regular updates on progress, along with identifying and escalating any issues as necessary.
• Build a network of potential new clients in order to identify new business opportunities, creating a vibrant pipeline of new opportunities.
• Actively participate in pitching for new business opportunities and developing tender documents.

Skills

Team leadership

Client management

UK tax advisory

UK accounting experience

Education

CTA/ATT/AAT/ACA/ACCA

Job description

Duncan & Toplis, a prominent UK accounting and business advisory firm, seeks a Private Client Tax Manager to lead the tax team and deliver high-quality advisory services to clients. You will guide directors, manage the portfolio, and ensure compliance with budget and quality standards across client work.

With qualifications such as CTA/ATT/AAT/ACA/ACCA or equivalent experience, you’ll collaborate across the service line, nurture client relationships, and identify new business opportunities while