Tax Manager

Join Progeny, a leading financial services group, as a Tax Manager. In this predominantly compliance-focused role, you will deliver high-quality personal tax compliance services to a portfolio of high-net-worth individual clients. You will be responsible for reviewing and managing personal tax returns, ensuring statutory deadlines are met, liaising with HMRC, and supporting junior team members. While there may be occasional involvement in advisory projects, the primary focus is overseeing complex compliance work and maintaining excellent client service standards.

• Assurer la conformité fiscale personnelle pour un portefeuille de clients, en veillant à ce que les obligations soient respectées dans les délais.
• Gérer et superviser le travail des membres juniors de l'équipe, en fournissant des conseils techniques et en examinant leur travail.
• Établir et maintenir des relations solides avec les clients, en identifiant les opportunités de fournir des services supplémentaires.

• Highly organised, with the ability to manage multiple priorities and meet deadlines
• Strong communication skills, with the ability to explain technical matters clearly and support junior team members
• Proficient in Microsoft Office; experience with CCH and AI-enabled tax systems would be advantageous
• Strong technical knowledge of personal tax compliance, including preparing and reviewing tax returns
• CTA qualified (or part-qualified) and ATT qualified, with at least 5 years’ experience in personal tax
• Experience managing a portfolio of clients and building long-term trusted relationships
• Up-to-date understanding of tax legislation, Budget changes and compliance requirements