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.
We may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.
Tax Manager in Exeter employer: The Progeny Group Limited
The Progeny Group Limited is an excellent employer, offering a dynamic work culture in Leeds that fosters collaboration and professional growth. Employees benefit from a supportive environment where their contributions are valued, alongside opportunities for skill development and career advancement within the legal sector. With a focus on client service delivery, this role allows you to work closely with experienced professionals, making it a rewarding place to build your career.
