Tax Manager

The Progeny Group Limited; Leeds; On-site; GBP 65,000 - 90,000; Full time

Job summary

The Progeny Group Limited in Leeds is seeking a Tax Manager to lead personal tax compliance for a portfolio of high net worth individuals. The role focuses on delivering accurate tax returns and meeting deadlines while liaising with HMRC.

You will review junior work, provide technical guidance, and identify opportunities for advisory support beyond compliance. Strong client relationships and up-to-date tax knowledge are essential.

Qualifications

• CTA or ATT qualified with at least 5 years' personal tax experience.
• Strong technical knowledge of personal tax compliance and returns.
• Experience managing a client portfolio and long-term relationships.
• Up-to-date understanding of tax legislation and compliance changes.
• Highly organised with ability to manage multiple deadlines.
• Proficient in Microsoft Office; CCH and AI-enabled tax tools advantageous.

Responsibilities

• Ensure personal tax compliance obligations are met by deadlines across your portfolio.
• Review and manage personal tax returns for a portfolio of clients.
• Build and maintain strong client relationships.
• Liaise with HMRC on behalf of clients and handle enquiries.
• Keep abreast of legislative developments and share updates with clients.
• Identify opportunities to provide additional advisory services.
• Support senior management with ad hoc advisory projects.
• Oversee workload of junior team members and provide feedback.
• Coach and develop junior colleagues’ technical skills.
• Review work to identify risks and opportunities.
• Seek opportunities to generate additional advisory work from existing clients.
• Contribute positively to the team and maintain high service standards.
• Use reference materials to support decision-making and team knowledge.
• Monitor time and profitability across client portfolio.

Skills

Personal tax compliance

Portfolio management

Client relationship management

Strong communication skills

Mentoring junior staff

Education

CTA/ATT qualified

Tools

Microsoft Office

CCH

AI-enabled tax systems

Job description

About the role

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.