At a Glance
- Tasks: Lead EIS compliance and advisory work for owner-managed businesses.
- Company: Join BKL, a Top 40 accountancy firm with a purpose-driven culture.
- Benefits: Enjoy competitive salary, private medical insurance, and flexible working hours.
- Other info: Collaborative environment with clear pathways for career growth.
- Why this job: Make a real impact while developing your expertise in EIS tax matters.
- Qualifications: ACA or ATT qualified; experience with EIS compliance preferred.
The predicted salary is between 65000 - 80000 € per year.
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. We are proud to be a certified B Corp, reflecting our commitment to sustainability, transparency, and responsible governance.
Your Opportunity: The OMB Tax Manager will play a key role in delivering high-quality compliance and advisory work to owner-managed businesses, with a strong emphasis on Enterprise Investment Scheme (EIS) matters. The role involves taking ownership of EIS compliance and advisory engagements, and acting as a trusted adviser to clients and a go-to EIS specialist within the firm. You will work closely with senior stakeholders to identify planning opportunities, ensure technical robustness, and help drive best practice and expand the EIS offering to new and existing clients.
How You’ll Make a Difference:
- Compliance and client delivery: Focus on clients requiring EIS advice and assist with filing submissions to HMRC and general advice. Delegate work to more junior staff as appropriate. Review and prepare work to a good technical standard ahead of Director/Partner sign-off. Deal with client queries around qualifying criteria and spot and communicate potential eligibility issues. Spot opportunities to market the work to new clients and identify existing clients who could benefit from 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. Coach junior team members day-to-day on EIS technical knowledge, compliance processes and best practice. Share EIS 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, prepare fee estimates and monitor 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. Assist with scoping, fee estimates and delivery of EIS advisory work.
- Team Leadership and Development: 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. Coach junior team members day-to-day on EIS technical knowledge, compliance processes and best practice. Share 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.
Other attributes: Maintain technical knowledge: stay up to date with developments relevant to your department, demonstrate understanding of these in your work, and share learnings with the wider team. Appropriately apply risk management procedures and ensure junior team members are aware of these.
Managing Risk: Apply risk management procedures appropriately and ensure junior team members are aware of them.
Additional: Complete the most complex returns, handle lots of technical aspects, conclude on technical points and make file notes to support decisions. Be proactive in organising upcoming work, think ahead and prepare for next steps. Ensure departmental budgets and new initiatives are followed and adhered to by junior members. Identify wider opportunities for work within the compliance review process, e.g. ERS reporting or BIK issues to review. Serve as a trusted first point of contact for clients’ issues and queries on individual jobs, ensuring their expectations are fully understood.
Project work: Spot tax planning opportunities or areas where clients should take detailed written advice and scope and quote for the work.
Team Management: Support senior team members in team management work: analyse team data and look for ways to make processes and work preparation more efficient. Identify gaps in the team and support managers with recruitment. Act as a role model for quality, behaviour and decision-making.
You’ll Be Ideal for This Role If You Have:
- 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. EIS-specific / Preferred. 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 autonomously, 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.
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. BKL is an equal opportunities employer and positively encourages applications from suitably qualified candidates eligible to work in the UK. BKL is committed to being transparent about how it collects and uses data and to meeting data protection obligations. We welcome applications from candidates who share and champion these values.
Benefits: We offer a carefully curated benefits package, wellbeing support, and meaningful development opportunities that empower you to grow your career.
- 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 don’t just offer jobs; we support careers. Our offerings include clear development pathways, professional qualification support, internal mentoring, coaching and buddying schemes, leadership development programmes, and regular check-ins and performance conversations.
Our 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.
Tax Manager - EIS employer: BKL
BKL is an exceptional employer that champions a collaborative and inclusive work culture, offering a hybrid working model in the heart of London. With a strong commitment to employee development, we provide tailored growth opportunities, comprehensive benefits including private medical insurance and enhanced family leave, and a supportive environment that encourages innovation and excellence. As a certified B Corp, we balance profit with purpose, making BKL not just a workplace, but a community where your contributions truly matter.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Manager - EIS
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to get comfortable with common questions. Focus on articulating your experience with EIS compliance and advisory work, as this is key for the Tax Manager role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Good luck!
We think you need these skills to ace Tax Manager - EIS
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Tax Manager role. Highlight your EIS experience and how it aligns with what we’re looking for at BKL. Show us why you’re the perfect fit!
Showcase Your Expertise:Don’t hold back on your technical skills! We want to see your hands-on experience with EIS compliance and advisory work. Share specific examples that demonstrate your knowledge and problem-solving abilities.
Be Clear and Concise:When writing your application, keep it straightforward. Use clear language and avoid jargon where possible. We appreciate a well-structured application that’s easy to read and gets straight to the point.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at BKL
✨Know Your EIS Inside Out
Make sure you brush up on your knowledge of the Enterprise Investment Scheme (EIS) before the interview. Understand the compliance requirements, recent changes in legislation, and common pitfalls. Being able to discuss these confidently will show that you're not just familiar with the topic but are genuinely passionate about it.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about times when you've identified opportunities for clients or resolved complex queries. This will demonstrate your ability to be a trusted adviser, which is crucial for the OMB Tax Manager role.
✨Demonstrate Team Leadership Experience
Be ready to talk about your experience in coaching and developing junior team members. Highlight specific instances where you've taken responsibility for their work and helped them grow. This aligns perfectly with the expectations of the role, where team leadership is key.
✨Prepare Questions That Matter
Think of insightful questions to ask during the interview. Inquire about the firm's approach to EIS advisory work or how they support professional development. This shows your interest in the company and helps you assess if it's the right fit for you.
