Tax Assistant Manager (CTA qualified)

Price Bailey; Bishop's Stortford; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

25 days annual leave

Private medical insurance

Contributory pension scheme

4x life assurance

All employee share scheme

Family friendly policies

2 days paid volunteering

Cycle to work scheme

Employee Assistance Programme (EAP)

Job summary

A leading accounting and advisory firm in Bishop's Stortford is seeking a Tax Assistant Manager to oversee a portfolio of clients. This role involves planning jobs, supervising junior staff, and providing tax advisory services. Candidates should be CTA newly/recently qualified with a strong direct tax background. The firm values passion and potential, offering a supportive culture and numerous benefits, including private medical insurance and a contributory pension scheme.

Qualifications

• A direct tax background including both compliance and advisory experience.
• Understanding of UK taxes applicable to SMEs and their owners.
• At least 50% of time spent on tax advisory work in recent role.

Responsibilities

• Control own portfolio of clients, monitoring WIP and costs.
• Plan jobs, instruct juniors, and review work.
• Undertake and supervise tax advisory work.

Skills

Strong communication skills

Report writing skills

Client relationship management

Education

CTA newly/recently qualified

Job description

Make your career count

At Price Bailey, we provide exciting opportunities 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.

We are a well-established, independently owned firm of chartered accountants and business advisors, offering a comprehensive range of services including audit, accounting, tax, and corporate finance. We proudly support 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 worth individuals through to large corporates and not-for-profit entities. They have an international presence and offer compliance services for complex clients through to delivering exciting projects of an advisory nature. The department operates as one nationally, which gives our people access to a variety of senior staff and assignments, so for this role we are open to hiring into any PB office.

To support with planned growth in 2026, we are looking to hire a tax advisor who can turn their hand to a variety of direct tax related assignments. Your work will include (but not be limited to) corporate reorganisations, business sales and acquisitions, tax due diligence, property tax, share incentives, inheritance & capital gains tax planning, and other ad-hoc projects.

We are looking to speak to candidates directly, as such this role is not available via recruitment agencies.

What will I be doing?

As a Tax Assistant Manager you will have ownership of the following tasks:

• Controlling own portfolio of clients, monitoring WIP and client costs
• Planning jobs, instructing juniors and reviewing work, ensuring the provision of constructive feedback at all times
• Undertaking and supervising tax advisory work so that it requires final review only, as well as reviewing complex tax compliance work
• Providing effective tax advice to clients, both directly and through portfolio managers in the Audit and Accounts teams 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 newly/recently qualified (minimum criteria)
• A direct tax background including both compliance and advisory experience (minimum criteria)
• At least 50% of time spent undertaking tax advisory work in most recent role
• Experience managing client relationships and reviewing the work of junior team members
• A thorough understanding of UK taxes that apply to small and medium sized enterprises & their owners, in particular companies and individuals
• Strong communication and report writing skill

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
• 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.