Private Tax Manager

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Private Tax Manager

Tax | Full-time | East Midlands

Careers | Vacancies

We are seeking an experienced and commercially minded Private Client Tax Manager to join our growing Private Client Tax Team.

What does this role involve?

You will play a pivotal role in our continued success. Leading from the front, you will be assisting directors to provide taxation advice to clients, while supporting your teams in the delivery of their work and ensuring that operational objectives are met.

You will ensure compliance and quality standards are always maintained, and our client needs are identified, providing proactive support and advice, adhering to our client care programme and ensuring client relationships are within our legislative framework, compliance and quality standards.

Client experience

You will build trusted relationships with private clients, understanding their objectives and providing clear, commercially focused tax advice.

Team management

As part of the management team, you will support and manage junior team members, providing guidance, coaching and technical development. 

Teamwork

You will work collaboratively with colleagues and professional advisers to deliver high-quality, joined-up client solutions.

Skills and experience

We encourage candidates of all backgrounds and capabilities to apply, although it’s essential that your values and experience align with this role’s key responsibilities. To be successful, you will:

• 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.
• Be responsible 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 the specified budget.
• Proactively liaise with relevant members of the management team (e.g., directors) 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 (e.g., active participation within funnels or similar marketing initiatives), creating a vibrant pipeline of new opportunities.
• Actively participate in pitching for new business opportunities and developing tender documents.

What we are looking for

• Possess either full CTA, ATT, AAT, ACA or ACCA qualifications or experience as a Tax Lead.
• Proficiency in collaborating within a team environment.
• Must have UK accounting/practice experience.
• Must have UK private tax advisory experience.
• People management experience.
• Robust communication and interpersonal skills.

Join Duncan & Toplis

From flexible working arrangements and time-matched volunteer hours to online fitness classes and mental health support, at Duncan & Toplis we're committed to helping our people maintain a healthy and balanced lifestyle.

We help our team to develop their talents and encourage ambitious individuals to progress their careers and expand their professional and personal capability with fully supported training and CPD.

Our values of trust, partnership, and inclusivity are at the forefront of everything we do.

Other vacancies

Client Support Administrator

Trusts Tax Specialist

Client Support Administrator (Part-time)

Private Tax Assistant Manager

Apply for this role

Benefits

Family leave

Full support and 18 weeks full pay for maternity and adoption leave, inclusive of statutory maternity and adoption pay, and two weeks full pay paternity leave for eligible team members.

Fully supported training and CPD

Continuous learning support to help develop skills and long-term goals through mentoring, coaching, technical and soft skill training.

Death in service

Insured benefit available to all team members up to the age of 65, four times annual salary. Conditions apply.

Discounted wills and power of attorney

50% discount for team members and their partners and 25% discount for team members' parents and children.

Enhanced holidays

Minimum of 22 days annual leave (plus bank holidays), increasing to 27 days after five years of service and for managers. 32 days (plus bank holidays) for directors.

Private medical insurance

Non-subsidised purchase through a group company scheme.

Flexible annual leave

Buying or selling of annual leave up to five days. Conditions apply.

Talent referral bonus

Bonus payments up to £1,000 on successful candidate referrals for eligible team members.

Group pension scheme

Employer contribution starts at 3% with length of service-related increases and up to 7% matched contributions for eligible team members.

Charitable work

Half day paid leave matched with half day annual leave for voluntary and charitable activities.

Wellbeing support

Employee assistance programme for 24/7 confidential support from trained counsellors and access to trained mental health advisers.

Team milestone award

Milestone celebration rewards at five, 10, 15 and 25 years with additional benefits, experience vouchers, and gifts.

Online fitness classes

Online fitness programmes with a variety of workouts, including yoga, pilates, strength training, and cardio.

Permanent health insurance

Permanent health insurance is available to eligible team members who have one years continuous service. Conditions apply.

Agile working - hybrid/flexible

Flexible working hours and locations (office or home) for a better work life balance.

Enhanced sickness entitlement

Four weeks full pay followed by four weeks half pay (on completion of probationary period and subject to terms and conditions of employment).

Study leave

Study leave to help achieve fully supported qualifications.

EV salary sacrifice scheme

Salary sacrifice scheme to lease an electric vehicle, smart charger, EV energy tariff, and free miles in one hassle-free package.

Management and leadership academy

Our development programmes are designed for all career stages, from the first step into management through to our six-month leadership academy.

Healthcare workplace app

Empowering team members with digital-first tools and professional care, including guidance, consultations, and support for mental and physical wellbeing.

Fully supported qualifications

Helping the next generation of accountants and advisers to achieve formal, industry-recognised qualifications.

Cycle to work scheme

Purchase a bike through this scheme and pay it back over a 12-month period.

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© 2026 Duncan & Toplis. All rights reserved. Duncan & Toplis Limited, registered in England and Wales, company number 09127501. Duncan & Toplis Audit Limited, registered in England and Wales, company number 04544710. Registered office: 3 Castlegate, Grantham, Lincolnshire NG31 6SF.

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