Tax Manager, Progeny
£53.1-62.5k
More information about location
3-5 days a week in office
Financial planning, legal & asset management
Open for applications
Financial planning, legal & asset management
201-500 employees
Open for applications
£53.1-62.5k
More information about location
3-5 days a week in office
201-500 employees
Company mission
To be the most trusted professional advisory firm in the UK and beyond by using technology to eliminate paperwork, improve communications and enrich the relationship between client and adviser.
Role
Who you are
- 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
What the job involves
- 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
- 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
Application process
- Phone Screening
- Skills Assessment
- Interview
- Technical Assessment
Salary benchmarks
Our take
Digitisation has revolutionised the way we work and has positively impacted businesses in their day to day operations. However, in the financial world, it's still lagging behind. Although it's a work in progress, it has a long way to go before it fully embraces the digital transformation.
With over 40 years of experience in the industry, Progeny has seen these changes occur and has attempted to evolve to keep up with the times. Progeny 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.
Progeny has recently acquired Further Global Capital Management and JM Glendinning Financial Services to accelerate the growth of the company with the aim of becoming the UK's best professional advisory firm. Subject to FCA approval, this will see the company expand into South Yorkshire and East Midlands, showcasing the company's ambitions to expand their market reach.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Employee endorsements
Career progression
"At Progeny, there are so many routes you can go down for career progression. Your line manager sets out a clear framework to see what is needed to..."
Company benefits
- 30 days holiday, plus bank holidays
- Birthday holiday - paid day off for birthday
- Wellbeing day - paid day off to spend a day taking care of yourself
- Volunteer Day - get paid for volunteering
- Pension Scheme
- Life Assurance
- Private Medical Insurance - provided by BUPA, can be extended to family members, digital, 24-hour GP service, counselling support
- Employee Assistance Programme - online guidance, free counselling session, CBT support
- Financial adviser Academy - structured training in place for development and progression
- Family leave
Company values
- Group Wisdom - Being a collaborative environment that seeks to encourage everyone to engage and contribute their ideas. Ability to engender trust and make decisive, informed and considered decisions based on our diversity of professional expertise. An inclusive, creative, and cooperative team that is redefining industry norms
- Empowering Others - Creating opportunities for clients, colleagues and communities. Investing in people and building positive relationships. Nurturing talent and professionalism. Every member of the senior team is personally invested in our ownership
- Agility - Fitness to adjust to rapid change and act like a start-up. We are on a growth trajectory. We use technology to eliminate paperwork, improve communications and enrich the relationship between client and adviser.
- Social Responsibility - Committed to making positive change in our industry towards greater transparency, equality, diversity, inclusivity and democracy. Becoming a greener business, with strong sustainability goals. Giving back through charitable partnerships.
- Long Term Thinking - Established for tomorrow’s wealth. Business strategy built with long-term planning to last beyond ourselves. Investment products that will withstand markets over time. Outstanding custodians of our profession. Always making the right decisions for the long-term benefit of our clients
Company HQ
Leeds City Centre, Leeds, UK
Articles
Leadership
Neil Moles
(CEO)Was the Managing Director and Financial Planning Consultant for The Lawrence Scofield Group.
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