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Tax Manager
ProgenyTax Manager managing relationships with HNWI clients and ensuring tax compliance in Leeds, UK. Reviewing junior team members’ work and assisting with advisory projects while maintaining strong client relationships.
About the role
Key responsibilities & impact- Overseeing relationships with HNWI clients from a tax perspective
- Reviewing the work of more junior members of the team
- Working on your own allocation of complex work
- Assisting with advisory projects
- Ensuring personal tax compliance obligations are met in line with statutory deadlines
- Delivering high-quality personal tax compliance services
- Building and maintaining strong client relationships
- Liaising with HMRC on behalf of clients
- Keeping abreast of legislative and technical developments
- Identifying opportunities to provide additional services
- Supporting senior management with ad hoc advisory projects
- Reviewing work to a high standard and identifying technical issues
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, 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
- Proficient in Microsoft Office; experience with CCH and AI-enabled tax systems would be advantageous
Benefits
Comp & perks- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Tax Return PreparationTax Return ReviewPersonal Tax Compliance ServicesAdvisory Project SupportTechnical Issue Identification
Soft Skills
Highly OrganisedAbility to Manage Multiple PrioritiesStrong Client Relationship Building
Certifications
CTAATT