Tax Manager

Progeny

Tax Manager overseeing personal tax compliance for HNWI clients with mentorship for junior team members. Focused on relationship building and high-quality service delivery in Exeter, Devon.

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

About the role

Key responsibilities & impact

Overseeing relationships with HNWI clients from a tax perspective
Reviewing the work of junior team members
Deliver high-quality personal tax compliance services
Build and maintain strong client relationships
Liaise with HMRC on behalf of clients
Identify opportunities to provide additional services
Support senior management with ad hoc advisory projects
Assist in overseeing the workload of junior team members
Review work to a high standard
Monitor time and profitability across your client portfolio

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

Professional development
Mentorship opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Personal Tax ComplianceTax Legislation KnowledgeClient Portfolio ManagementReviewing WorkAdvisory Projects

Soft Skills

Strong Communication SkillsHighly OrganisedAbility to Manage Multiple Priorities

Certifications

CTA QualifiedATT Qualified