Tax Manager

• As a Tax Manager, you will be responsible for delivering high-quality personal tax compliance services to a portfolio of HNW clients
• This is a predominantly compliance-focused role, involving the review and management of personal tax returns, ensuring statutory deadlines are met, liaising with HMRC, and supporting junior team members through technical guidance and review
• While there may be occasional involvement in advisory projects, the primary focus is overseeing complex compliance work and maintaining excellent client service standards
• Ensure personal tax compliance obligations are met in line with statutory deadlines, managing priorities effectively across your portfolio
• Deliver high-quality personal tax compliance services for a portfolio of clients, including reviewing work and maintaining accuracy
• Build and maintain strong client relationships
• Liaise with HMRC on behalf of clients, ensuring their tax affairs remain up to date and dealing with enquiries where appropriate
• Keep abreast of legislative and technical developments, sharing relevant updates with clients and colleagues
• Identify opportunities to provide additional services, including legal and financial advisory support, and assist with problem-solving where required
• Support senior management with ad hoc advisory projects and client queries
• Assist in overseeing the workload of junior team members, providing regular feedback and highlighting development needs
• Support the technical and professional development of junior colleagues through coaching and guidance
• Review work to a high standard, identifying technical issues and potential risks or opportunities that may not be immediately apparent
• Seek opportunities to generate additional advisory work from existing clients
• Contribute positively to the team, acting as a supportive and motivational presence
• Use technical resources and reference materials to support decisions and enhance team knowledge
• Monitor time and profitability across your client portfolio, ensuring timely invoicing and strong recovery rates against chargeable time
• —-What success looks like—-
• Tax returns are completed to a high quality and efficiently with deadlines being met
• Supporting the development of junior team members from a quality and technical perspective
• Successful liaison with other service lines within the business, particularly the Wealth team

Benefits

• Wellbeing day: As part of Progeny’s ongoing commitment to wellbeing, all team members are given a paid day off to focus on themselves
• Employee Assistance Programme: A programme via Health Assured providing counselling, legal support, bereavement support and more
• Private Healthcare Scheme: Provided by BUPA, this includes a digital GP, a 24-hour helpline and counselling support
• Group Pension Scheme: We operate a personal pension plan and will match team members contributions up to 5% with the option for team members to pay in more if they choose
• Volunteering day: Team members are entitled to a paid volunteering day each year to spend supporting your community

• 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