Tax Manager

Progeny; Exeter; On-site; GBP 70,000 - 90,000; Full time

Job summary

Progeny seeks an experienced Tax Manager to lead personal tax compliance for a portfolio of high-net-worth clients. You will review returns, meet deadlines, and liaise with HMRC while mentoring junior staff.

Strong CTA/ATT qualifications and 5+ years' experience are required. You will stay abreast of legislation and drive opportunities for additional advisory services within the Wealth team.

Qualifications

• CTA/ATT-qualified with strong personal tax knowledge.
• 5+ years of personal tax experience and portfolio management.
• Experience reviewing complex personal tax returns.
• Ability to guide and coach junior staff.
• Up-to-date knowledge of tax legislation and compliance requirements.

Responsibilities

• Deliver high-quality personal tax compliance services for a portfolio of HNWI clients.
• Review and manage personal tax returns and ensure statutory deadlines are met.
• Liaise with HMRC on behalf of clients and handle enquiries.
• Support junior team members and provide technical guidance and review.
• Identify opportunities for additional advisory work and service expansion.

Skills

Tax compliance

Client relationships

Team coaching

Microsoft Office

Reviewing tax returns

Education

CTA/ATT qualifications

Tools

CCH

AI-enabled tax systems

Microsoft Excel

Tax software

Job description

As a Tax Manager, you will be responsible for delivering high-quality personal tax compliance services to a portfolio of HNWI clients. This is a predominantly compliance-focused role, involving the review and management of personal tax returns, ensuring statutory deadlines are met, liaising with HMRC, and supporting junior team members through technical guidance and review. While there may be occasional involvement in advisory projects, the primary focus is overseeing complex compliance work and maintaining excellent client service standards.

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.