At a Glance
- Tasks: Lead EIS compliance and advisory work while mentoring junior team members.
- Company: Join a top 40 accountancy firm with a rich 130-year legacy.
- Benefits: Enjoy private medical insurance, pension schemes, and generous holiday entitlement.
- Other info: Flexible working hours and a hybrid work model for better work-life balance.
- Why this job: Make a real impact in tax advisory while developing your skills in a supportive environment.
- Qualifications: ACA or ATT qualified; CTA completed or equivalent experience required.
The predicted salary is between 65000 - 80000 € per year.
BKL is a top 40 accountancy and advisory business supporting a diverse client base, from entrepreneurs and high‑net‑worth individuals to owner‑managed businesses and multinational groups, with a 130‑year legacy.
Your Opportunity
The OMB Tax Manager will deliver high‑quality compliance and advisory work with an emphasis on Enterprise Investment Scheme (EIS) matters, acting as a trusted EIS specialist.
Key Responsibilities
- Compliance and client delivery:
- Assist with filing submissions to HMRC and provide EIS advice.
- Delegate work to junior staff and review work to a technical standard before Director/Partner sign‑off.
- Respond to client queries on qualifying criteria and identify eligibility issues.
- Spot opportunities to market EIS services to new and existing clients.
- Actively manage WIP and reporting, feeding into senior team.
- Work with trainees and seniors to increase efficiency and oversee their development.
- Coach junior team members on EIS technical knowledge, compliance processes and best practice.
- Share EIS and wider OMB technical knowledge through informal coaching and knowledge sharing.
- Advisory & Project Work:
- Identify tax planning opportunities and deliver written advice or project work.
- Lead scoping of advisory work, prepare fee estimates and monitor delivery and recovery.
- Draft and review advisory reports, clearances and technical memoranda in collaboration with Directors or Partners.
- Support Directors and Partners on advisory projects, providing technical insight and commercial awareness.
- Assist with scoping, fee estimates and delivery of EIS advisory work.
- Team Leadership and Development:
- Manage WIP and reporting, contributing to senior team.
- Increase efficiency on jobs by working closely with trainees and seniors, and taking responsibility for their development.
- Coach junior team members on EIS technical knowledge, compliance processes and best practice.
- Share technical knowledge across the team through informal coaching.
- Support recruitment activities by identifying skill gaps and contributing to interview and selection processes.
- Other attributes:
- Maintain technical knowledge, stay up to date with developments relevant to the department and share learnings with the wider team.
- Managing Risk:
- Apply risk management procedures appropriately and ensure junior team members are aware of these procedures.
- Additional Compliance Work:
- Complete complex returns involving many technical aspects, conclude on technical points and make file notes to support decisions.
- Proactively organise upcoming work: think ahead on a job and prepare for the next step.
- Ensure departmental budgets and new initiatives are followed and adhered to by junior staff.
- Identify wider opportunities for work within the compliance review process – e.g., ERS reporting or BIK issues to review.
- Serve as the first point of contact for clients’ issues and queries on individual jobs, ensuring expectations are fully understood.
Qualifications
- ACA or ATT qualified; CTA completed, or equivalent relevant experience.
Core Experience
- Reviewing tax returns and managing compliance workflows.
- Experience working with owner‑managed businesses.
- Strong hands‑on experience with EIS compliance and advisory work.
- Involvement in EIS advance assurance applications, EIS3s and investor reporting.
- Preparing or reviewing EIS‑related technical analysis.
- Spotting EIS planning opportunities within wider compliance work.
Additional Experience
- Preparing complex tax returns and using the group module.
- Writing sections for 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.
Equality, Diversity and GDPR
BKL is an equal opportunities employer and positively encourages applications from suitably qualified candidates eligible to work in the UK. GDPR training will be required for all staff.
Benefits
- Private Medical Insurance (PMI) – including mental health cover, hospital treatment & 24/7 GP access.
- Health Cash Plans – covering everyday costs such as dental, optical and physiotherapy, plus an Employee Assistance Programme.
- Pension scheme – tax‑efficient retirement savings.
- Group Life Assurance – financial protection for loved ones.
- Cashback & savings portal – discounts across many retailers.
- Cycle to Work Scheme – tax‑free bike and accessories.
- Electric Vehicle Scheme – sustainable transport with roadside support and servicing.
- Free Mortgage Advice – expert guidance for home‑buying.
- Season Ticket Loan – travel expense support.
- Enhanced Family Leave – generous family‑related leave policies.
- Holiday Entitlement – generous entitlement increasing with promotion.
Tax Manager - EIS in London employer: Berg Kaprow Lewis LLP
BKL is an exceptional employer, offering a dynamic work culture that prioritises employee development and well-being. With a strong focus on EIS advisory work, employees benefit from flexible working arrangements, comprehensive health plans, and opportunities for professional growth within a supportive team environment. The firm's commitment to diversity and inclusion, alongside its rich 130-year legacy, makes it an attractive place for those seeking meaningful and rewarding careers in accountancy and advisory.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Manager - EIS in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Tax Manager role.
✨Tip Number 2
Prepare for interviews by researching the company and its EIS focus. Know their recent projects and be ready to discuss how your skills can help them. Show them you’re not just another candidate; you’re the one they need!
✨Tip Number 3
Practice your pitch! You want to come across as confident and knowledgeable about EIS compliance and advisory work. Role-play with a friend or in front of a mirror until you feel comfortable.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can keep you top of mind. Plus, it shows you’re genuinely interested in the position. And remember, apply through our website for the best chance!
We think you need these skills to ace Tax Manager - EIS in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Tax Manager role. Highlight your experience with EIS compliance and advisory work, as well as any relevant qualifications like ACA or ATT. We want to see how your skills match what we're looking for!
Show Off Your Technical Skills:Since this role requires strong technical judgement, don’t shy away from showcasing your expertise in tax returns and compliance workflows. Include specific examples of your work with EIS matters to demonstrate your hands-on experience.
Be Clear and Concise:When writing your application, keep it clear and to the point. Use straightforward language and avoid jargon unless it's relevant to the role. We appreciate a well-structured application that’s easy to read!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details about the role and our company culture there!
How to prepare for a job interview at Berg Kaprow Lewis LLP
✨Know Your EIS Inside Out
Make sure you brush up on your knowledge of the Enterprise Investment Scheme (EIS) before the interview. Be prepared to discuss specific compliance and advisory scenarios, as well as recent changes in legislation that could impact EIS matters. This will show your potential employer that you're not just familiar with the basics but are genuinely passionate about the subject.
✨Demonstrate Leadership Skills
As a Tax Manager, you'll be expected to lead and develop junior team members. Think of examples from your past experiences where you've successfully coached or mentored others. Be ready to share how you can contribute to team efficiency and development, as this is a key part of the role.
✨Prepare for Client Scenarios
Expect questions about how you would handle client queries regarding EIS eligibility and compliance. Prepare some real-life examples of how you've navigated similar situations in the past. This will help demonstrate your problem-solving skills and ability to build trust with clients.
✨Showcase Your Technical Judgement
Be ready to discuss your approach to reviewing tax returns and managing compliance workflows. Highlight your attention to detail and how you ensure accuracy in your work. You might even want to prepare a brief case study or example of a complex return you've handled to illustrate your technical judgement.
