HNW Client Account Manager

5 days ago


Worthing, West Sussex, United Kingdom The Progeny Group Full time
Role Description

We are seeking a HNW Client Account Manager to join our dynamic Tax team. The successful candidate will be responsible for building positive relationships with clients and advising them on changes to legislations and practice.

The ideal candidate will have ATT Qualified status, previous experience within personal taxation, and demonstrable experience of preparing tax returns and managing a portfolio of personal tax clients.

Responsibilities
  • Building positive relationships with clients and advising them on changes to legislations and practice.
  • Ensuring compliance with relevant tax laws and regulations.
  • Providing high-quality personal tax compliance services for a diverse portfolio of clients.
Requirements
  • ATT Qualified (essential)
  • Previous experience within personal taxation.
  • Demonstrable 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.
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
  • Eyecare vouchers
  • Family leave
  • Referral scheme

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



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