Tax Manager - Share Schemes

Location: Hybrid Working – London EC4M

Working Hours: Monday to Friday, 35 hour week (Flexitime)

Reporting to: OMB Director

Salary: £65,000 - £80,000

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, we’ve evolved into a modern, purpose-driven business that balances profit with impact.

Your Opportunity: As an OMB Tax Manager, you will take ownership of delivering high-quality tax compliance and advisory services to a portfolio of owner-managed business clients, with a focus on share schemes. You will be responsible for the end-to-end delivery of work, acting as the primary day-to-day 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).

Responsibilities:

• Act as the primary day-to-day point of contact and build trusted client relationships.
• Lead the delivery of all share scheme related work, ensuring work is technically accurate, delivered on time and within budget.
• Appropriately delegate work to junior team members and perform reviews of their work and any work prior to Director / Partner sign-off.
• Manage client expectations around scope, deadlines, and fees, proactively identifying and resolving issues.
• Ensure a consistently high-quality service is delivered across all client engagements.
• Spot 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.
• Work 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.
• 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.
• 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.
• Apply the firm’s risk management procedures, ensuring work is delivered in line with professional standards.
• Take responsibility for identifying higher-risk 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.
• Maintain strong up-to-date 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.

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.

Benefits:

• Private Medical Insurance (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).

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

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.