Assistant Tax Consultant
2 weeks ago
We are looking to bring on board an Assistant Tax Consultant to work closely with our Exeter based Tax Managers and support our growing team. You will be joining us at an exciting time. We have just been acquired by The Progeny Group - the first and only UK firm to bring together independent financial planning, investment management, tax, property, HR, and legal counsel all in one place.
**About the role**
The taxation team is growing to support the thriving financial planning business, both in the UK and overseas. The team currently undertakes high end income and capital tax planning work and compliance for HNWI, internationally mobile individuals and Trusts. Depending on experience, you will be given or will work towards having your own client compliance allocation, working with tax managers across our busy tax team. In supporting a financial planning team, we see a wide variety of income sources and assets, that fall within personal taxation. This role will be varied and is away from the norm of a tax team within an accountancy practise. If desired, support to further your professional qualifications will be offered.
**Essential Criteria**
- Working towards your ATT qualification or a desire to start this qualification
- Some experience of working in personal tax and with self-assessment tax returns
- CCH experience (preferable)
- Excellent Microsoft word and excel skills
- Keen to work within a large supportive team
- Excellent analytical and time management skills with attention to detail
**Location**
The role is based at our Exeter office. We operate hybrid working enabling home and office working. This role is full time, but we are happy to talk flexible working.
**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 the Company**
In 2023, The Fry Group was acquired by The Progeny Group.
The Progeny Group 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 2022, we continued to onboard new team members and made 85 hires, resulting in an overall growth of 42%. We are the proud winners of the Yorkshire Financial Awards 2023 Best Employer award for the second year running.
Progeny is also a signatory of the HM Treasury Women in Finance Charter demonstrating our commitment to playing our part in building a more balanced and fair financial services industry. We pledge to promote gender diversity in the workplace and to supporting women’s progression into senior roles.
**About our recruitment process**
In the first instance, please submit a CV and answer the screening questions. The recruitment process will consist of:
- a general experience interview
- a technical interview
**To recruitment agencies**: We will not accept unsolicited or speculative CVs and will not be responsible for any fees related to such introductions. We respectfully ask that agencies do not contact us in regard to vacancies advertised on our careers page.
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