Private Client Tax Manager

Duncan & Toplis

Be part of a firm with heritage, ambition, and momentum.

Duncan & Toplis is one of the UK’s largest independent accountants and business advisers. As we approach our 100-year anniversary in 2025, we are entering one of the most exciting phases of growth in our history.

Everything we do is guided by a clear vision: to be the team that clients always choose to work with and where talented people truly belong. If you are looking for an opportunity to make a meaningful impact in a forward-thinking and people-focused firm, this could be the perfect next step.

---

The Opportunity

We are looking for an experienced Private Client Tax Manager to join our Tax team and play a key role in our continued success.

In this position, you will work closely with directors to deliver high-quality taxation advice to clients, while also leading and supporting your team to ensure excellent service delivery. You will help drive operational performance, maintain compliance and quality standards, and build strong, lasting client relationships.

This is an outstanding opportunity for someone with strong technical expertise, leadership capability, and a proactive approach to client service.

---

What You’ll Be Doing

As Private Client Tax Manager, you will take ownership of a varied and rewarding workload, including:

• Leading, managing, and developing team members

• Set clear objectives

• Conduct performance reviews

• Support the growth and development of your team

• Managing a portfolio of clients

• Use your tax knowledge and commercial insight to add real value

• Deliver a high standard of service tailored to client needs

• Overseeing the quality of client assignments

• Ensure work is completed accurately, efficiently, and within budget

• Take responsibility for delivering a complete and high-quality end product

• Collaborating across your service line

• Scope client requirements

• Ensure assignments are delivered on time and within agreed budgets

• Working closely with senior leadership

• Keep directors and relevant managers informed on client progress

• Escalate issues where appropriate and provide timely updates

• Identifying and developing new business opportunities

• Build and maintain a network of prospective clients

• Contribute to marketing activity and opportunity pipelines

• Supporting business development activity

• Participate in pitches for new work

• Assist in the preparation of tender documents and proposals

• Maintaining compliance and client care standards

• Ensure all work adheres to legislative requirements and firm-wide quality expectations

• Deliver proactive advice and support in line with the firm’s client care programme

---

What We’re Looking For

To succeed in this role, you will bring a combination of technical expertise, leadership experience, and a collaborative mindset.

Essential skills and experience:

• CTA, ATT, AAT, ACA, or ACCA qualified

• Or possess equivalent experience as a Tax Lead

• UK accounting / practice experience

• Strong UK private client tax advisory experience

• People management experience

• Ability to lead, motivate, and develop others effectively

• Excellent communication and interpersonal skills

• A collaborative approach

• Comfortable working closely with colleagues, clients, and senior stakeholders

---

Why Join Duncan & Toplis?

At Duncan & Toplis, we believe our people are at the heart of our success. That’s why we are committed to creating an environment where individuals can thrive professionally and personally.

What you can expect:

• Flexible working arrangements

• Time-matched volunteer hours

• Online fitness classes

• Mental health and wellbeing support

• Fully supported training and CPD

• Opportunities for career progression and professional development

We are passionate about helping our people build on their strengths, develop new skills, and achieve their ambitions.

Our purpose — “to positively impact our people, communities, and the world around us” — is central to who we are. This is supported by our core values of trust, partnership, and inclusivity.

---

A Role with Real Impact

This opportunity is ideal for an experienced professional with broad and in-depth technical knowledge, a commitment to high standards, and a passion for collaborative problem-solving.

You will become a trusted adviser within the firm, supporting both client delivery and internal teams while helping to maintain exceptional technical and service quality.

If you are motivated by accuracy, continuous improvement, leadership, and relationship-building, this role offers the chance to make a genuine difference.

---

Diversity & Inclusion

Duncan & Toplis is committed to building a diverse and inclusive workplace where everyone feels valued and supported.

We welcome applications from individuals of all backgrounds and are proud to provide equal opportunities for all candidates.

---

Interested? Let’s Talk

If this sounds like the right opportunity for you, we would love to hear from you.

Join Duncan & Toplis and be part of a firm where talented people belong, clients come first, and ambition is matched by opportunity.