At a Glance
- Tasks: Oversee tax compliance for high-net-worth clients and mentor junior team members.
- Company: Dynamic firm with a focus on personal tax and client relationships.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Join a collaborative team that values growth and innovation.
- Why this job: Make a real impact in tax advisory while developing your skills and career.
- Qualifications: CTA and ATT qualified with 5+ years in personal tax and client management.
The predicted salary is between 55000 - 65000 £ per year.
About The Role
As a Tax Manager, your main responsibility will be overseeing relationships with HNWI clients from a tax perspective, reviewing the work of more junior members of the team, working on your own allocation of complex work and assisting with advisory projects.
Key Responsibilities Include
- 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.
- Our ideal person
- CTA qualified (or part-qualified) and ATT qualified, with at least 5 years’ experience in personal tax.
- Strong technical knowledge of personal tax compliance, including preparing and reviewing tax returns.
- Experience managing a portfolio of clients and building long-term trusted relationships.
- Up-to-date understanding of tax legislation, Budget changes and compliance requirements.
- 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.
- #J-18808-Ljbffr
Tax Manager in Exeter employer: Progeny
Progeny is an exceptional employer that fosters a high-performing, development-focused culture, particularly for the Wealth Operations Manager role. With flexible working options across our South offices, we prioritise employee growth through coaching and feedback, while ensuring a supportive environment that champions innovation and operational excellence. Our commitment to continuous improvement and strong team collaboration makes Progeny a rewarding place to build a meaningful career.
