Senior Tax Manager
1 week ago
Senior Tax Manager – Owner Managed Businesses (OMB)
Position Title: Senior Tax Manager
Department: Tax – OMB
Reports To: Tax Director or Senior Partner
Employment Type: Full-Time Hybrid
Position Summary
We are seeking a dynamic and experienced Senior Tax Manager to join our OMB Tax team. The ideal candidate will be a central figure in managing compliance and advisory work across all areas of taxation relevant to owner-managed businesses. You will play a key role in providing expert advice on tax planning, managing client relationships, training junior team members, and contributing to the firm’s technical and marketing initiatives.
This is an exciting opportunity for a tax professional who thrives in a fast-paced environment and is ready to take ownership of complex technical challenges while mentoring a growing team.
Day-to-Day Responsibilities
Compliance and Advisory Leadership
- Act as a primary advisor within the OMB team, providing guidance on compliance and advisory work across all taxes, including income tax, capital gains tax, EMI, and EIS matters.
- Review and oversee the preparation of Enterprise Investment Scheme (EIS) documents, including qualifying status reviews, advance assurances, and compliance statements.
- Advise clients on share schemes, including qualifying status for tax-advantaged schemes, tax implications of granting options to staff/consultants, preparing valuations, and ensuring compliance with relevant regulations.
Client and Team Interaction
- Respond promptly to ad-hoc tax-related queries from clients and colleagues, delivering clear and actionable advice.
- Maintain excellent client relationships through proactive and professional communication.
- Train junior team members, manage workflow, and ensure high-quality output across the team.
Technical Expertise and Reporting
- Research complex technical tax issues, explaining findings in a clear and concise manner to internal and external stakeholders.
- Prepare detailed advisory reports and memos tailored to client needs.
- Stay current on legislative changes, budget updates, and technical developments, sharing knowledge across the firm as appropriate.
- Assist in creating technical and marketing material for both internal training and external client outreach.
Team and Workflow Management
- Oversee workflow management, ensuring the team meets deadlines and maintains high-quality standards.
- Provide mentorship to junior team members, fostering their professional growth and development.
Qualifications, Experience, and Skills
Qualifications
- ATT qualified (required).
- CTA qualified (required).
- ACA qualified (preferred but not essential).
Experience
- Proven experience in the majority of areas outlined in the day-to-day responsibilities, particularly in OMB-focused tax advisory work.
- Strong experience with compliance and advisory work related to EIS, EMI, and share schemes.
Skills
- Technical Expertise: Strong understanding of tax legislation affecting OMBs, with the ability to provide clear advice on complex issues.
- People Skills: Exceptional interpersonal skills for maintaining client relationships and mentoring team members.
- Communication: Excellent writing skills, with experience drafting detailed and accurate advisory reports and memos.
- Attention to Detail: Strong focus on precision and accuracy in both technical work and written communication.
- Proactive Approach: A self-starter with the confidence to act independently and take initiative in both client-facing and team leadership roles.
What's On Offer
- A competitive salary and benefits package.
- Opportunities for professional growth and career advancement.
- A collaborative and supportive team environment.
- Exposure to a diverse client base and challenging, rewarding work.
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