Job Title
OMB Tax Manager – EIS advisory focus
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. 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
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.
Success in this role is measured through technical accuracy, strong EIS expertise, effective team support, and proactive identification of opportunities for clients and the wider firm.
This role offers excellent exposure to ambitious individuals, opportunities to deepen your EIS awareness and understanding, develop a strong service offering and a clear pathway for progression within a collaborative and supportive environment.
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效率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.
Projectwork
* 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.
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