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Assistant manager (share schemes)

Exeter
PKF-Francis Clark Chartered accountants & business advisers
Assistant manager
Posted: 9 July
Offer description

In a nutshell

As a valued member of our Share Schemes team, you’ll collaborate closely with colleagues at all levels—from partners to trainees—to design and deliver share plans and incentive arrangements for a wide variety of clients. Our client base includes family-owned businesses, entrepreneurs, and fast-growing, innovative companies.

We’re a tight-knit, solutions-focused team that works directly with clients at a senior level. Unlike some other tax teams, we place a strong emphasis on written communication. We particularly welcome applicants with academic backgrounds in law or essay-based subjects, though we’re open to all disciplines.

We’re passionate about collaboration, continuous learning, and supporting each other’s growth. Developing our team members and helping them produce high-quality work is central to what we do. If you’re enthusiastic about this area, we’ll provide the support and opportunities you need to build your expertise and expand your skills.

What you'll be doing day to day

1. Meeting with clients to discuss their business/incentive needs and helping them find solutions
2. Working on the implementation of new employee incentive schemes
3. Helping clients to report their share schemes to HMRC
4. Providing advice on the tax treatment of a wide range of share schemes including EMI options, other HMRC tax-advantaged share plans and growth shares
5. Advising on the valuation of shares for tax purposes
6. Drafting legal documentation for the implementation of incentive structures
7. Supporting the undertaking of due diligence on employment related securities matters
8. Supporting in transactions where employees have participated in a share scheme
9. Researching and preparing proposals for new work
10. Working with clients to produce EIS advance assurance applications for innovative businesses and assisting businesses with the EIS tax implications of their fundraises
11. Analysis of tax legislation and guidance

About you

12. Part or newly CTA qualified; or potentially legally qualified, with an interest in or previous exposure to share incentives
13. Some experience of EMI share options and/or EIS would be advantageous (but not essential)
14. Training can be given so inexperience is not a barrier
15. Good organisational, communication and project management skills
16. Ability to research tax technical issues
17. Ability to present work to colleagues and clients in a professional looking manner (i.e., report and proposal writing)

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