HNW Client Support Professional

1 week ago


Exeter, Devon, United Kingdom The Progeny Group Full time
Job Opportunity

We are seeking a skilled HNP Client Support Professional to join our dynamic Tax team. As an Assistant Personal Tax Manager, you will support the Senior Manager in managing and maintaining our HNW client base. This role offers a great opportunity to learn from an experienced team while applying your skills to make a positive contribution.

About the Role

This is a full-time position that requires excellent working knowledge of tax practices and the ability to form positive relationships with clients. You will work on personal tax files, ensure compliance with statutory deadlines, and provide high-quality services to a diverse portfolio of clients. The ideal candidate will have ATT qualification, previous experience in personal taxation, and excellent communication skills.

Key Responsibilities
  • Ensure personal tax compliance and procedures are adhered to.
  • Provide high-quality personal tax compliance for a complex portfolio of clients.
  • Build positive relationships with clients and assist with queries.
  • Support senior members of the team with queries within your client base.

Benefits
  • 30 days holiday plus public holidays.
  • Wellbeing day.
  • Birthday holiday.
  • Volunteering day.
  • Private medical insurance.
  • Group pension scheme.
  • Life assurance scheme.
  • Eyecare vouchers.


Compensation
The salary for this role is up to £52,500 per annum, dependent on experience.

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