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
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:
o Assist with filing submissions to HMRC and provide EIS advice.
o Delegate work to junior staff and review work to a technical standard before Director/Partner sign‑off.
o Respond to client queries on qualifying criteria and identify eligibility issues.
o Spot opportunities to market EIS services to new and existing clients.
o Actively manage WIP and reporting, feeding into senior team.
o Work with trainees and seniors to increase efficiency and oversee their development.
o Coach junior team members on EIS technical knowledge, compliance processes and best practice.
o Share EIS and wider OMB technical knowledge through informal coaching and knowledge sharing.
* Advisory & Project Work:
o Identify tax planning opportunities and deliver written advice or project work.
o Lead scoping of advisory work, prepare fee estimates and monitor delivery and recovery.
o Draft and review advisory reports, clearances and technical memoranda in collaboration with Directors or Partners.
o Support Directors and Partners on advisory projects, providing technical insight and commercial awareness.
o Assist with scoping, fee estimates and delivery of EIS advisory work.
* Team Leadership and Development:
o Manage WIP and reporting, contributing to senior team.
o Increase efficiency on jobs by working closely with trainees and seniors, and taking responsibility for their development.
o Coach junior team members on EIS technical knowledge, compliance processes and best practice.
o Share technical knowledge across the team through informal coaching.
o Support recruitment activities by identifying skill gaps and contributing to interview and selection processes.
* Other attributes:
o Maintain technical knowledge, stay up to date with developments relevant to the department and share learnings with the wider team.
* Managing Risk:
o Apply risk management procedures appropriately and ensure junior team members are aware of these procedures.
* Additional Compliance Work:
o Complete complex returns involving many technical aspects, conclude on technical points and make file notes to support decisions.
o Proactively organise upcoming work: think ahead on a job and prepare for the next step.
o Ensure departmental budgets and new initiatives are followed and adhered to by junior staff.
o Identify wider opportunities for work within the compliance review process – e.g., ERS reporting or BIK issues to review.
o 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.
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