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Progeny

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

Core Competencies

Role fit
Core Competencies

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

Demonstrates expertise in personal tax compliance and client relationship management, with a strong focus on delivering high-quality services and overseeing junior team members. Proficient in liaising with HMRC and managing a diverse client portfolio while ensuring adherence to tax legislation.

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 Legislation KnowledgeClient Portfolio ManagementReviewing WorkAdvisory Projects
Soft Skills
Strong Communication SkillsHighly OrganisedAbility to Manage Multiple Priorities
Tools & Technologies
Microsoft OfficeCCHAI-Enabled Tax Systems
Certifications & Qualifications
CTA QualifiedATT Qualified
Industry Keywords
HNWI ClientsHMRC LiaisonTax Compliance ServicesClient RelationshipsProfitability Monitoring

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