Tax Manager Share Schemes

Job Title: OMB Tax Manager Proven track record dealing with and understanding of share schemes ideally coupled with mixed tax experience or awareness.
Location: Hybrid Working London EC4M
Working Hours: Monday to Friday 35 hour week (Flexitime)
Reporting to: OMB Director

Salary: 65000 - 80000

About BKL

BKL is a Top 40 accountancy and advisory business supporting a diverse client base from entrepreneurs and high-net-worth individuals to ambitious owner-managed businesses and multinational groups. With a legacy spanning over 130 years weve evolved into a modern purpose-driven business that balances profit with impact.

We are proud to be a certified B Corp reflecting our commitment to sustainability transparency and responsible governance. As a member of DFK International we support clients locally and internationally with cutting-edge expertise and a personal touch.

We believe all clients deserve the same level of care innovation and excellence.

Your Opportunity

As an OMB Tax Manager you will take ownership of delivering highquality tax compliance and advisory services to a portfolio of ownermanaged business clients with a focus on share schemes. You will be responsible for the endtoend delivery of work acting as the primary daytoday contact for clients and ensuring work is technically robust commercially sound and delivered to a consistently high standard. The work will comprise largely share scheme work (both advisory and compliance) but there will be the potential to assist with other tax planning areas that arise for the wider team (i.e. M&A personal and corporate tax planning).

The role combines highlevel technical work with people leadership client relationship management and commercial responsibility. You will oversee both advisory and compliance work in this area lead reviews identify and deliver tax planning opportunities and play an active role in developing junior team members. Working closely with Directors and Partners you will help drive best practice across the OMB offering and contribute to the ongoing success and growth of the department.

Success in this role is measured by technical quality effective client management strong team leadership sound judgement and risk management and the ability to identify and deliver opportunities for clients and the wider firm.

This role offers exposure to ambitious and growing clients genuine responsibility and a clear pathway for progression within a collaborative and supportive environment.

How Youll Make a Difference

In this role you will:

Compliance & Client Delivery

• Acting as the primary daytoday point of contact and building trusted client relationships

• Lead the delivery of all share scheme related work ensuring work is technically accurate delivered on time and within budget

• Appropriate delegation of work to junior team members and performing reviews of their work and any work prior to Director / Partner signoff

• Manage client expectations around scope deadlines and fees proactively identifying and resolving issues

• Ensure a consistently highquality service is delivered across all client engagements

• Spotting opportunities to market the work to new clients and identify existing clients where they would benefit from considering share schemes and awards

• Actively manage WIP and reporting feeding into senior team.

• Working closely with trainees and seniors to increase efficiency on jobs taking responsibility for their work and development

• Coaching junior team members day-to-day with their technical knowledge compliance processes and best practice

• Sharing share scheme and wider OMB technical knowledge across the team through informal coaching and knowledge sharing

Advisory & Project Work

Identify tax planning opportunities and areas where clients would benefit from written advice or project work

• Lead the scoping of advisory work preparing fee estimates and monitoring delivery and recovery

• Draft and review advisory reports clearances and technical memoranda following discussions with Directors or Partners

• Support Directors and Partners in delivering advisory projects contributing technical insight and commercial awareness

Team Leadership & Development

• Actively manage WIP and reporting feeding into senior team.

• Working closely with trainees and seniors to increase efficiency on jobs taking responsibility for their work and development

• Coaching junior team members day-to-day on their technical knowledge compliance processes and best practice

• Sharing EIS and wider OMB technical knowledge across the team through informal coaching and knowledge sharing

• Support recruitment activity by identifying skills gaps and contributing to interview and selection processes

Commercial & Operational Management

• Prepare job budgets and monitor progress recovery and WIP taking action where work is at risk of overrunning

• Contribute to improving team processes workflows and efficiency

• Ensure departmental initiatives policies and procedures are consistently followed

Risk Management & Professional Judgement

• Apply the firms risk management procedures ensuring work is delivered in line with professional standards

• Take responsibility for identifying higherrisk or contentious matters and escalating appropriately

• Demonstrate sound professional judgement including the confidence to challenge work or say no where ethical or risk concerns arise

Technical Development & Knowledge Sharing

• Maintain strong uptodate technical knowledge relevant to OMB clients

• Share technical developments and best practice with the wider team through coaching knowledge sharing or informal training

• Use relevant software and systems effectively to support delivery and reporting

Youll Be Ideal for This Role If You Have:

Qualifications

• ACA or ATT qualified; CTA completed or equivalent relevant experience

Experience

• Significant experience reviewing and delivering complex OMB tax work

• Proven ability to manage multiple client engagements concurrently

• Experience acting as a primary client contact

• Experience identifying and delivering tax planning opportunities

• Involvement in advisory work reports and clearances

Skills & Attributes

• Strong technical judgement and attention to detail

• Confidence operating with autonomy with Director / Partner oversight where appropriate

• Commercial awareness including budgeting and recovery

• Ability to lead develop and motivate junior team members

• Strong organisational skills and proactive approach to managing deadlines and workload

• Ability to build trust with clients and colleagues

• Confidence challenging ideas and escalating issues appropriately

• Strong written and verbal communication skills

• Proficiency in MS Office and relevant tax software

We know you have a lot to offer which is why we give you the freedom to thrive no matter who you are or what your background is.

Our Values

At BKL we live by five core values:

• Think Big Be curious brave and open to new ideas.

• In It Together Collaborate care and build an inclusive culture.

• Take Pride Strive for excellence and believe in your impact.

• Do the Right Thing Act with integrity honesty and fairness.

• Enjoy It Bring your whole self to work and have fun doing it.

Working With Us: Your Benefits Wellbeing & Development

At BKL were committed to creating a people-first workplace where everyone can thrive. We offer a carefully curated benefits package wellbeing support and meaningful development opportunities that empower you to grow your career.

Snapshot of our Benefits Package

Weve designed a flexible sustainable set of benefits to support your life at work and beyond:

• Private Medical Insurance (PMI) including mental health cover hospital treatment & 24/7 GP access

• Health Cash Plans covering everyday costs like dental optical & physiotherapy and an Employee Assistance Programme

• Pension scheme helping you save for retirement in a tax-efficient way

• Group Life Assurance peace of mind with financial protection for your loved ones

• Cashback & savings portal discounts across hundreds of high-street and online retailers

• Cycle to Work Scheme spread the cost of a new bike and accessories tax-free

• Electric Vehicle Scheme sustainable transportation options that include roadside support and servicing

• Free Mortgage Advice expert guidance for your home-buying journey

• Season Ticket Loan support with travel expenses

• Enhanced Family Leave generous leave policies for family-related needs

• Holiday Entitlement generous entitlement which increases with promotion

Development & Growth

We dont just offer jobs we support careers:

• Clear development pathways and progression frameworks

• Professional qualifications support including study time and funding

• Internal mentoring coaching and buddying schemes

• Leadership development programmes to help you grow with us

• Regular check-ins and performance conversations driven by your goals not just metrics

Take Your Next Step

Ready to grow your career with a company that balances ambition with purpose Apply today and discover how far you can go at BKL.

Our recruitment process typically involves three stages:

1. An introductory Teams call with our Talent Acquisition team.

2. A first-stage interview with two team members.

3. A final interview at our London office including a tour to give you a feel for our working environment.

Compliance & Equal Opportunities

In addition to the responsibilities listed above you will be required to undertake GDPR training in order to fully understand the regulations and ensure all work is carried out in a compliant manner.

As part of any recruitment process BKL collects and processes personal data relating to job applicants. BKL is committed to being transparent about how it collects and uses that data and to meeting its data protection obligations.

BKL is an equal opportunities employer and positively encourages applications from suitably qualified candidates eligible to work in the UK.

We know you have a lot to offer which is why we want to give you the freedom to thrive no matter who you are or what your background is. You will have every opportunity to use your creativity in how you approach your work and the support to innovate.

Inclusion diversity and talent development are a fundamental aspect of who we are and we welcome applications from candidates who share and champion these values. You will play an integral part in helping to make BKL a great place to work with a sense of belonging for everyone.

High challenge high support
If you enjoy problem-solving and a fast-changing environment you will thrive in this role.

As in all BKL roles you will be able to take a flexible approach: balancing independent work with teamwork and remote working with time in the office with colleagues.

You can get an insight into life at BKL here.

Were proud to be one of the few Certified B Corporations in the accountancy joining us youll become part of a business thats committed to balancing profit and purpose.

Take your next step

If this sounds like the role for you wed be delighted to discuss the career you could build at BKL.

By applying you consent to the processing of your personal data for recruitment purposes in line with UK GDPR. Your information will be used securely only for recruitment and wont be shared without your consent. For details see our Privacy Policy - BKL