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- Tasks: Assist with personal tax compliance and communicate with clients and HMRC.
- Company: Progeny, a forward-thinking firm combining finance, tax, and legal services.
- Benefits: 30 days holiday, private medical insurance, and enhanced family leave.
- Other info: Join a dynamic team and contribute to meaningful change in the community.
- Why this job: Gain hands-on experience in tax while working with a supportive team.
- Qualifications: Basic understanding of personal tax and excellent communication skills.
The predicted salary is between 28800 - 43200 £ per year.
Overview
Join to apply for the Tax Junior role at Progeny.
About The Role
As a Tax Junior, your main responsibility will be assisting the other team members on personal tax compliance work. This will include speaking to HMRC, checking tax calculations, and preparing the communications (letters and emails) to clients. Over time, you will prepare tax returns for high-net-worth clients, which will be supported by AI.
Key Responsibilities
- Liaison with clients, government departments and third parties by post, e-mail & telephone in accordance with instructions from other team members.
- Understand the structure of the business, the services the business offers, and how the business operates daily and throughout different times of the year.
- Demonstrate willingness to assist team members and begin to proactively deal with tasks.
- Have a willingness to learn basic tax principles, the relevance of deadlines, and the importance of meeting deadlines.
- Begin study of professional qualification – Association of Taxation Technicians.
- To carry out tax compliance matters in line with the level of training.
- Be able to competently handle phone calls and redirect calls to the appropriate person in the team.
- Be able to competently make calls to HMRC regarding tax codes, underpayments and basic tax matters.
- With training, be able to prepare basic HMRC tax returns for clients and arrange filings with HMRC.
- Be involved in written and verbal communications with HMRC to ensure that the clients’ tax affairs are kept up to date.
- Demonstrate that you have good organisational skills so that clients are effectively managed and tasks are followed up.
Skills, Knowledge and Expertise
- Support towards ATT will be provided.
- Some previous experience dealing with personal taxation is preferred, but not crucial.
- A basic understanding of personal tax.
- Knowledge of Microsoft packages such as Word, Excel, PowerPoint etc.
- Proficient in managing own workload.
- Have excellent communication skills, both written and verbal.
- Excellent organisational skills so that clients are effectively managed, and tasks are followed up.
- Maintain the confidentiality of all sensitive material and information.
- Ability to build relationships with team members with a foundation of trust and responsibility.
- Be able to remain calm under pressure with the ability to work in a fast-paced environment.
- Ability to function and contribute effectively as part of a high-achieving team.
We may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.
Benefits
- 30 days holiday plus public holidays
- 3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you)
- Private medical insurance, 24/7 digital GP and health advice
- Employee assistance programme providing support for your mental and physical health
- Group pension scheme
- Life assurance scheme
- Eyecare vouchers
- Enhanced family leave
- Referral scheme
About Progeny
We create, enhance, and preserve wealth.
We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services.
We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser.
At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We created the Progeny Foundation to support local charities, including Zarach.
We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.
Seniority level
- Entry level
Employment type
- Full-time
Job function
- Accounting/Auditing and Finance
Referrals increase your chances of interviewing at Progeny by 2x
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Exeter, England, United Kingdom 5 days ago
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Tax Junior employer: Progeny
Contact Detail:
Progeny Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Junior
✨Tip Number 1
Get to know the company inside out! Research Progeny and understand their services, values, and culture. This will help you tailor your conversations and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Practice your communication skills! Since you'll be liaising with clients and HMRC, it's crucial to be clear and confident. Try role-playing scenarios with friends or family to get comfortable with potential questions and responses.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining the Progeny team and ready to take the next step in your career.
We think you need these skills to ace Tax Junior
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Tax Junior role. Highlight any relevant experience or skills that match the job description, like your communication skills and understanding of personal tax. We want to see how you fit into our team!
Show Your Enthusiasm: Let your passion for tax and learning shine through in your application. Mention your willingness to study for the Association of Taxation Technicians qualification and how you’re excited about the opportunity to grow with us at Progeny.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. Use clear language and avoid jargon. We appreciate good communication skills, so show us you can express your thoughts effectively right from the start!
Apply Early!: Don’t wait until the last minute to submit your application. We might close the vacancy early if we get enough applications, so get yours in as soon as possible through our website. We can’t wait to hear from you!
How to prepare for a job interview at Progeny
✨Know Your Tax Basics
Before the interview, brush up on basic tax principles and personal taxation. Understanding key concepts will not only help you answer questions confidently but also show your willingness to learn and engage with the role.
✨Practice Communication Skills
Since you'll be liaising with clients and HMRC, practice your verbal and written communication skills. Prepare to discuss how you would handle client queries or communicate tax information clearly and professionally.
✨Demonstrate Organisational Skills
Be ready to share examples of how you've managed tasks or projects in the past. Highlight your ability to stay organised and meet deadlines, as this is crucial for a Tax Junior role.
✨Show Enthusiasm for Teamwork
Emphasise your ability to work well within a team. Share experiences where you've collaborated effectively, as this role requires building relationships with team members and supporting each other.