Description As Assistant Tax Manager, you will join our dynamic Tax team to support them through a busy and exciting period of growth.
With a strong working knowledge of tax practices and an excellent ability to form positive relationships, you will work on your own allocation of personal tax files and assist our Senior Manager in managing and maintaining our HNW client base.
This is a great opportunity to learn from an experienced team, whilst applying your experience and skills to make a positive contribution to the performance of the department.
This role supports home-based or hybrid working, with occasional travel when required (Leeds, Nottingham, Edinburgh, London, Worthing, or Exeter).
Key Responsibilities Ensuring that personal tax compliance and procedures are adhered to whilst meeting appropriate statutory deadlines.
Providing high quality personal tax compliance for a diverse and complex portfolio of clients.
Build positive relationships with clients and assist with queries, whilst advising clients on any changes to legislations and practice where appropriate.
Support senior members of the team with queries within your client base and draft advisory work where appropriate.
Provide assistance to junior team members to support them with technical knowledge when required.
Skills, Knowledge and Expertise ATT Qualified (essential) Previous experience within personal taxation.
Demonstratable experience of preparing tax returns and managing a portfolio of personal tax clients.
Excellent working knowledge of all areas of tax compliance work.
Excellent communication skills, both written and verbal.
Please refer to our job description to review the responsibilities and person specification in more detail.
We reserve the right to close this vacancy early if we receive sufficient applications.
Therefore, if you are interested, please submit your application as early as possible.
Benefits 30 days holiday plus public holidays Wellbeing day Birthday holiday Volunteering day Private medical insurance, 24/7 digital GP and health advice Employee assistance programme providing support for your mental and physical health Group pension scheme Life assurance scheme Eyecare vouchers Family leave Referral scheme We create, enhance, and preserve wealth.
We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services.
We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser.
At Progeny, we believe that we all have the power to make good things happen.
We want to use our success as a catalyst for making real change.
We created the Progeny Foundation to support local charities including Zarach and we have recently achieved the globally recognised B-Corp certification.
In 2023, we continued to onboard new team members, resulting in an overall growth of 17%.
We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.