Tax Manager

Join Progeny as a Tax Manager, where you will oversee relationships with high-net-worth individual clients, ensure personal tax compliance, deliver high-quality personal tax services, and support the development of junior team members. You will also have the opportunity to contribute to advisory projects and build strong client relationships. Enjoy a range of benefits, including a wellbeing day, private healthcare, and a group pension scheme.

• Overseeing relationships with high-net-worth individual (HNWI) clients, ensuring personal tax compliance obligations are met, and delivering high-quality personal tax compliance services.
• Building and maintaining strong client relationships, liaising with HMRC on behalf of clients, and identifying opportunities to provide additional services.
• Supporting the development of junior team members, providing regular feedback, and contributing positively to the team.
• Experience managing a portfolio of clients and building long-term trusted relationships
• 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
• Up-to-date understanding of tax legislation, Budget changes and compliance requirements
• Strong communication skills, with the ability to explain technical matters clearly and support junior team members
• Highly organised, with the ability to manage multiple priorities and meet deadlines
• Proficient in Microsoft Office; experience with CCH and AI-enabled tax systems would be advantageous