Assistant Tax Manager

Progeny; Worthing; Hybrid; GBP 47,000 - 58,000; Full time

Benefits offered by this job

30 days holiday

Wellbeing day

Birthday holiday

Volunteering day

Private medical insurance

24/7 digital GP and health advice

Employee assistance programme

Group pension scheme

Life assurance scheme

Eyecare vouchers

Family leave

Referral scheme

Job summary

Progeny is seeking an Assistant Tax Manager to join the Tax department in Worthing. The role involves handling a personal tax file allocation, supporting the Senior Manager with managing a high-net-worth client base, and contributing to the department's growth while learning from an experienced team.

The position offers home-based or hybrid working arrangements with occasional travel to Leeds, Nottingham, Edinburgh, London, Worthing, or Exeter.

Qualifications

• ATT Qualified (essential)
• Experience in personal taxation
• Proven ability to prepare tax returns for personal tax clients
• Excellent working knowledge of tax compliance
• Excellent written and verbal communication skills

Responsibilities

• Ensure personal tax compliance and deadlines are met
• Provide high quality personal tax compliance for a diverse client portfolio
• Build relationships with clients and advise on changes in legislation
• Support senior team members and draft advisory work
• Mentor junior team members with technical knowledge when required

Skills

Communication skills

Tax compliance knowledge

Client service

Education

ATT Qualified

Job description

Department: Tax

Location: Worthing, UK

Compensation: Up to £52,500 per annum dependent on experience

Description

As Assistant Tax Manager, you will join our dynamic Tax team to support them through a busy and exciting period of growth. With a strong working knowledge of tax practices and an excellent ability to form positive relationships, you will work on your own allocation of personal tax files and assist our Senior Manager in managing and maintaining our HNW client base. This is a great opportunity to learn from an experienced team, whilst applying your experience and skills to make a positive contribution to the performance of the department.

This role supports home-based or hybrid working, with occasional travel when required (Leeds, Nottingham, Edinburgh, London, Worthing, or Exeter).

Key Responsibilities

• Ensuring that personal tax compliance and procedures are adhered to whilst meeting appropriate statutory deadlines.
• Providing high quality personal tax compliance for a diverse and complex portfolio of clients.
• Build positive relationships with clients and assist with queries, whilst advising clients on any changes to legislations and practice where appropriate.
• Support senior members of the team with queries within your client base and draft advisory work where appropriate.
• Provide assistance to junior team members to support them with technical knowledge when required.

Skills, Knowledge and Expertise

• ATT Qualified (essential)
• Previous experience within personal taxation.
• Demonstratable experience of preparing tax returns and managing a portfolio of personal tax clients.
• Excellent working knowledge of all areas of tax compliance work.
• Excellent communication skills, both written and verbal.

Please refer to our job description to review the responsibilities and person specification in more detail.

Benefits

• 30 days holiday plus public holidays
• Wellbeing day
• Birthday holiday
• Volunteering day
• 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
• Family leave
• Referral scheme