Assistant Tax Manager, Progeny
£44.6-52.5k
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
£44.6-52.5k
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
- 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
What the job involves
- 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
- 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
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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