jobapplier

Tax Manager

Progeny

Skills

Required

  • personal tax compliance
  • tax legislation
  • Microsoft Office
  • CCH
  • AI-enabled tax systems

Preferred

  • liaising with HMRC

Progeny as a Tax Manager, where you will deliver high-quality personal tax compliance services to a portfolio of high-net-worth clients.

Responsibilities

  • This predominantly compliance-focused role involves reviewing and managing personal tax returns, ensuring statutory deadlines are met, liaising with HMRC, and supporting junior team members.
  • You will build and maintain strong client relationships, keep abreast of legislative developments, and identify opportunities for additional services.
  • Additionally, you will support senior management with advisory projects and assist in overseeing the workload of junior team members.
  • 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 assurant le développement professionnel.
  • Établir et maintenir des relations solides avec les clients, en identifiant les opportunités de fournir des services supplémentaires.

Requirements

  • Up-to-date understanding of tax legislation, Budget changes and compliance requirements
  • Highly organised, with the ability to manage multiple priorities and meet deadlines
  • Experience managing a portfolio of clients and building long-term trusted relationships
  • CTA qualified (or part-qualified) and ATT qualified, with at least 5 years’ experience in personal tax
  • 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