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Progeny

Tax Manager

Progeny

Tax Manager overseeing tax compliance and advisory projects for high-net-worth clients. Reviewing team work, maintaining strong client relationships, and ensuring compliance with regulations under deadlines.

Posted 7/8/2026full-timeWorthing • 🇬🇧 United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in personal tax compliance and advisory services, with a strong focus on client relationship management and team leadership. Proficient in navigating tax legislation and ensuring compliance while supporting the development of junior team members.

Highest-signal resume keywords
CTA QualifiedATT QualifiedPersonal Tax ComplianceClient Portfolio ManagementTax Legislation Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Personal Tax ComplianceTax AdvisoryPortfolio ManagementLegislative KnowledgeTask Allocation
Soft Skills
Strong CommunicationHighly OrganisedTeam Leadership
Tools & Technologies
Microsoft OfficeCCHAI-Enabled Tax Systems
Certifications & Qualifications
CTA QualifiedATT Qualified
Industry Keywords
HNWI ClientsHMRC LiaisonTax Compliance ObligationsAdvisory Projects

About the role

Key responsibilities & impact
  • Oversee relationships with HNWI clients from a tax perspective
  • Review the work of junior members of the team
  • Work on a complex allocation of tasks and assist with advisory projects
  • Ensure personal tax compliance obligations are met
  • Deliver high-quality personal tax compliance services
  • Build and maintain strong client relationships
  • Liaise with HMRC on behalf of clients
  • Keep abreast of legislative and technical developments
  • Identify opportunities to provide additional services
  • Support senior management with advisory projects
  • Assist in overseeing the workload of junior team members
  • Support the technical and professional development of junior colleagues
  • Review work to a high standard
  • Seek opportunities to generate additional advisory work

Requirements

What you’ll need
  • CTA qualified (or part-qualified) and ATT qualified
  • At least 5 years’ experience in personal tax
  • Strong technical knowledge of personal tax compliance
  • Experience managing a portfolio of clients
  • Up-to-date understanding of tax legislation
  • Highly organised with the ability to manage multiple priorities
  • Strong communication skills
  • Proficient in Microsoft Office
  • Experience with CCH and AI-enabled tax systems would be advantageous

Benefits

Comp & perks
  • Health insurance
  • Paid time off
  • Flexible working arrangements
  • Professional development opportunities