Personal Tax Assistant Manager / Manager

Price Bailey; Bishop's Stortford; On-site; GBP 40,000 - 60,000; Full time

Job summary

Join a leading firm of chartered accountants and business advisors as a Personal Tax Assistant Manager/Manager. You will play a critical role in managing a portfolio of clients, ensuring compliance, and delivering tax planning strategies. Price Bailey offers a supportive environment for continuous growth and a comprehensive benefits package, including flexible working arrangements.

Benefits

25 days annual leave with buy/sell option

Private medical for Manager and above

Contributory pension scheme

4x life assurance

All employee share scheme

Family-friendly policies

2 days paid volunteering

Cycle to work scheme

Employee Assistance Programme

Qualifications

• Tax background including compliance and advisory experience.
• Experience managing a portfolio of clients.
• Understanding of UK taxes for SMEs.

Responsibilities

• Manage a portfolio of clients and oversee tax compliance.
• Plan jobs and supervise junior staff.
• Provide effective tax planning advice.

Skills

Time Management

Client Development

Education

CTA qualification

Job description

Make your career count

At Price Bailey, we provide excitingopportunities for training, personal growth and career engagement. We believe in fostering happiness and fulfilment in your work, whilst supporting and inspiring you to grow. We understand that your life extends beyond the workplace, which is why our Smart Working culture promotes flexibility, allowing you to choose when and where you work, whilst still providing excellent client care.

A well-established firm of chartered accountants and business advisors, we offer a wide range of services, including auditing, accounting, tax and corporate finance. We proudly serve a diverse client base across the UK and internationally, with a strong focus on entrepreneurial owner-managed businesses that share our passion for innovation.

What do the team do?

The Tax department works with clients across a broad spectrum, from high net worthindividuals through to large corporates and not-for-profit entities. They have aninternational presence and offer compliance services for complex clients through to delivering exciting projects of an advisory nature.

This role can be based in either Bishop's Stortford or Norwich, but either way you will get exposure to aportfolio of private clients and will undertake work including personal tax compliance, and a range of advisory assignments, including (but not limited to) capital gains tax calculations and planning, inheritance tax planning, advising on residence/domicile issues and other ad-hoc projects.

What will I be doing?

As aPersonal Tax Assistant Manager / Manageryou will have ownership of the following tasks:

• Manging your ownportfolio of clients, monitoring WIP and client costs
• Planning jobs, instructing juniors and their reviewing work, ensuring the provision of constructive feedback at all times
• Undertaking and supervising tax compliance and advisory work so that it requires final review only
• Providing effective tax planning advice to clients, both direct to clients and through Audit and Accounts team portfolio managers throughout the firm
• Displaying pro-active awareness of current relevant legislation, compliance standards and potential advantages, relating them to client situations
• Assisting with proposals and presentations to potential clients

What experience do I need?

Whilst having the following experience is advantageous, we value passion and potential. If you meet the minimum criteria listed below and are eager to develop yourself, we would love to hear from you:

• CTA qualified(minimum criteria)
• A tax background including both compliance and advisory experience (minimum criteria)
• Experience managing a portfolio of clients and providing tax planning advice
• A thorough understanding of UK taxes that apply to small and medium sized enterprises & their owners, in particular companies and individuals
• Strong timemanagement skills and the ability to juggle multiple priorities
• Commercial anddedicated approach to client development

What's on offer?

In addition to your salary, we also offer the following benefits:

• 25 days annual leave (with the option to buy/sell up to 5 days holiday)
• Private medical (for Manager and above)
• Contributory pension scheme
• 4x life assurance
• All employee share scheme
• Family friendly policies e.g. paid time off for dependants
• 2 days paid for volunteering
• Cycle to work scheme
• Employee Assistance Programme (EAP) including shopping discount

Price Bailey aspires to recruit, develop and retain the most talented people, regardless of their social background, age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership. We are an equal opportunities employer and place inclusion at the heart of what we do. Our workplace is one where diversity is embraced and where everyone is empowered to be their authentic selves.

Should you require any reasonable adjustments, please let us know in the appropriate section of your application. For candidates with a disability who meet the minimum criteria of the role, we also offer a guaranteed interview, which you can opt into as part of your application.