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
StudySmarter Expert Advice🤫
We think this is how you could land Tax Manager in Exeter
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Progeny, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Tax Manager in Exeter
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Progeny's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Progeny. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Progeny!
How to prepare for a job interview at Progeny
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Progeny.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Progeny. It helps to show our commitment!
