Private Tax Manager

As a Private Tax Manager, you will be instrumental in delivering UK private tax support and advice to clients, ensuring client relationship managers are well informed and receive regular updates on project progress, along with identifying and escalating any issues as necessary.

What does this role involve?

As part of the management team, you will lead your service line in accordance with our culture and values, supporting directors to achieve targets, while supporting your teams in the delivery of their work, and ensuring operational objectives are met.

This role includes interacting with clients on a daily basis at several levels to identify the more complex problems faced and provide solutions.

You will be a technical expert within your respective fields both internally and externally, utilising opportunities to share knowledge and expertise to increase overall performance.

Key accountabilities

We encourage applicants of all backgrounds and capabilities to apply, although it’s essential that your values and experience align with this role’s key responsibilities.

Team management

• As part of the management team, you will oversee and develop team members by setting objectives and conducting performance reviews. You will hold regular one-to-ones with individual team members providing timely feedback and clear development plans.
• Client experience
• You will interact with clients on a daily basis at several levels, to identify the more complex problems faced and provide solutions, acting as the primary contact for clients and having responsibility for client relationship management.
• You will be accountable for managing a full portfolio to the highest standard, using knowledge and skills to add value to the client by cross-selling.

Teamwork

You will work effectively in collaboration with other team members to scope out client requirements and ensure that assignments are carried out efficiently within specified budget(s).

You will work with other directors and managers of the team for individual client assignments, ensuring that they are well informed and receive regular updates on progress, along with identifying and escalating any issues as necessary.

Business development

You will 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.

You will develop relationships with new and existing clients to identify opportunities to sell all the company’s services, pitch for new business opportunities and create tender documents.

Skills and experience

• We think you’ll need the following experience and qualifications to succeed in the role:
• You will be ACA, ACCA, CTA, or ATT qualified with a minimum of three year’s post-qualification experience
• Experience in inheritance tax, capital gains, allowances, trusts, income tax and incorporation work
• People management
• Effective management of client lock up - budgets/billing/debtors
• Time management of work in progress
• Business development skills
• Organised with good time and budget management
• Ability to prioritise own workload
• Self-motivated for technical knowledge and personal development
• Familiarity with Microsoft Office 365

Key interfaces

You will manage team members and managers while being guided by associates and directors.

Externally, you will need strong client relationships to identify opportunities and build up a professional network to use your knowledge and skills to add value for the client.

Operating environment and context of the role

As part of the management team, you will lead a collaborative team that excels in providing high-quality client services by actively promoting behaviour in line with the company’s culture and core values.

You will ensure that everyone in your service line is equipped with the skills they need to deliver the best possible client experience, coupled with clear career opportunities and a supportive and enabling working environment in which talents can flourish. You will maintain fairness, equality, diversity and inclusivity in everything that you do.

Be a Duncan & Toplis team member

At Duncan & Toplis we offer flexible working arrangements through our flexible working guide, called ‘How We Work’. You can read more here.

As part of our benefits package, we also offer mental health support and time to volunteer for charitable work. These are just some of the perks of working at Duncan & Toplis.

Duncan & Toplis develop talent and encourage ambitious individuals to progress their careers and expand their professional and personal development, whilst always ensuring we put our values at the forefront of everything we do.