Assistant Tax Manager

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

Benefits offered by this job

Holiday allowance

Wellbeing day

Birthday leave

Volunteering day

Private medical insurance

Digital GP

Employee assistance

Group pension

Life assurance

Eyecare vouchers

Family leave

Referral scheme

Job summary

Progeny is seeking an Assistant Tax Manager to join our Tax team in Worthing. You will manage your own portfolio of personal tax clients, support the Senior Manager, and contribute to a busy period of growth.

The role offers home-based or hybrid working with occasional travel to Leeds, Nottingham, Edinburgh, London, Worthing or Exeter. ATT qualification is essential and you should have solid experience in personal taxation and tax compliance.

Qualifications

• ATT qualification is essential.
• Experience in personal taxation.
• Experience preparing tax returns and managing client portfolios.
• Strong knowledge of tax compliance and legislation.

Responsibilities

• Ensure personal tax compliance and meet deadlines.
• 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 with queries and draft advisory work.
• Assist junior team members with technical knowledge.

Skills

ATT Qualified

Personal taxation experience

Tax returns preparation

Portfolio management

Communication skills

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