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Join Duncan & Toplis Duncan & Toplis is one of the UK’s largest independent accountants and business advisers. Celebrating our 100-year anniversary in 2025, we are on course for the biggest period of growth in our history. Our vision to be the team that clients always choose to work with and where talented people belong remains at the forefront and guides everything that we do. Our Tax Project Team is seeking a Private Tax Manager, to focus on Tax Advisory / Planning Project work, you will play a pivotal role in our continued success. You will be assisting managers and 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, client needs are identified, providing proactive support and advice, adhering to our client care programme and ensure client relationships are within our legislative framework, compliance and quality standards. This is an ideal role for someone who would like to be more involved with helping clients achieve their goals through tax planning and analysis. Prior experience in these types of planning is not necessary, the key attributes we are looking for are willingness to learn and a desire to help clients find the best solutions for them. The advice you could expect to be involved includes the following: • Inheritance tax planning, • Remuneration planning, • Incorporation of businesses, • Capital allowance reviews, • Capital Gains tax advice, • International tax planning What You’ll Be Doing • Delivering all elements of a tax project, tax advice with supervision (review) by your manager or director, • Training assistant team members, including regularly reviewing their work to ensure that client requirements are actioned, • Managing your workflow and client expectations, using your specialist knowledge and skills to add value, • Developing working relationships with clients and assisting in all aspects of the company’s relationships with them to maximise yield and performance, • Identifying areas of risk and viable opportunities for both current clients and potential clients, • Where appropriate, initiating and taking an active role in business development by promoting our full range of services to clients (cross-selling) What You’ll Need to Succeed • Possessing either partial or full CTA, ACA or ACCA qualifications or experienced in a Tax role, • Demonstrated proficiency in collaborating within a team environment, • Must have UK Accounting / Practice experience, • Must have UK Private Tax compliance or advisory experience, • People management experience, • Robust communication and interpersonal skills Why 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 purpose ‘to positively impact our people, communities, and the world around us’ sits at our core, and our inherent values of trust, partnership, and inclusivity emphasise this. Sounds like the right fit for you? Let’s talk! Duncan & Toplis is committed to fostering a diverse and inclusive workplace. We welcome applications from all backgrounds, ensuring equal opportunities for all candidates. This is an excellent opportunity for an experienced individual with broad and in-depth technical knowledge of statutory accounting and compliance to play a key role in supporting our client work and internal teams. This role is ideal for someone with a passion for technical accuracy, continuous improvement, and collaborative problem-solving. You’ll be a trusted point of reference for technical matters across the firm and will play a central role in supporting high-quality service delivery to our clients. • Seniority Level, • Mid-Senior level, • Industry, • Accounting, • Employment Type, • Full-time, • Job Functions, • Accounting/Auditing, • Customer Service, • Skills, • Interpersonal Skills, • Association of Chartered Certified Accountants (ACCA), • Capital Gains Tax, • Tax Planning, • Inheritance Tax Planning, • Client Requirements, • Tax Law, • International Tax Planning, • Tax