As a Tax Manager, you will join our dynamic Tax team to support them through a busy and exciting period of growth. With a wide range of knowledge and experience to apply directly to this role, you will positively influence and guide the rest of the team, whilst working on complex problems and assisting with advisory projects. You will be a confident communicator with the ability to build long-lasting relationships, to oversee the relationships with our HNW clients from a tax perspective and ensure compliance and procedures are adhered to.
This role supports home-based or hybrid working, with occasional travel when required (Leeds, Nottingham, Edinburgh, London, Worthing, or Exeter).
You will be responsible for:

• Providing high quality personal tax compliance, from review to completion, for a diverse portfolio of clients.
• Regularly communicate with HMRC to ensure clients’ tax affairs are kept up to date.
• Build long-lasting and positive relationships with clients and respond to enquiries when required.
• Maintain technical knowledge and expertise to advise clients and team members about any changes in legislation or practice when required, whilst spotting opportunities to provide other services across the business.
• Manage workloads of junior members of the team to provide feedback and identify capabilities and training requirements.

Skills, Knowledge, and Expertise

• CTA Qualified (fully or part, essential)
• ATT Qualified (essential)
• Substantial experience in a similar previous role, dealing with personal taxation.
• Demonstratable experience of preparing tax returns and managing a portfolio of personal tax clients.
• Excellent attention to detail to identify technical issues that may not be obvious or easily identified.
• Excellent working knowledge of all areas of tax compliance work.

Please refer to our job description to review the responsibilities and person specification in more detail.
Progeny reserves the right to close this vacancy early if we receive sufficient applications.
Hiring process…
· Application form and CV submission
· Telephone screening (30 minutes)
· Online skills assessment (15 minutes)
· Interview (1 hour)
· Technical assessment
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
· Financial wellbeing guidance
· Eyecare vouchers
· Family leave
· Hybrid working
· Referral scheme
About Us
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.
Job Types: Full-time, Permanent
Pay: Up to £62,500.00 per year
Benefits:

• Additional leave
• Company events
• Company pension
• Enhanced maternity leave
• Enhanced paternity leave
• Paid volunteer time
• Private medical insurance
• Referral programme
• Sick pay
• Work from home

Schedule:

• Monday to Friday

Application question(s):

• How did you hear about Progeny?
• Describe some of your skills and qualities that will contribute to your performance in this role.
• Will you now or in the future require Visa Sponsorship? If yes, please provide details.

Experience:

• Personal Tax: 3 years (preferred)

Licence/Certification:

• CTA Qualification (required)
• ATT qualification (required)

Work Location: Hybrid remote in Edinburgh, EH1 2BB