A well respected and leading mid-tier accountancy practice are seeking an OMB Tax Senior to join their dynamic team. The firm currently sit within the Top 40 of accountancy practices in the UK, who support a diverse client base, from entrepreneurs and high-net-worth individuals to ambitious owner-managed businesses and multinational groups.
We are looking for a proactive and technically skilled Senior to join the OMB team. This role is ideal for an individual who is interested in a mixed tax role that understands that compliance work forms the platform for advisory work, as the role encompasses both. The ideal candidate would have experience dealing with share schemes (both implementation and planning for them, as well as annual reporting) and would look to take ownership of allocated jobs as well as supporting junior team members. Experience with EIS and S/EIS applications and advisory work is also desirable.
In this role, you will:
- Assist with calculations, advice and reporting requirements in respect of:
- Share scheme annual reporting (ERS and EMI40 returns).
- Share schemes: review qualifying status for tax-advantaged schemes, advising on tax implications of providing options to staff/consultants, prepare valuations and undertake the relevant compliance requirements.
- Support the OMB team in all areas of compliance and advisory work across all taxes, principally share schemes and the Enterprise Investment Scheme, but also including income tax, capital gains tax and corporation tax.
- Enterprise Investment Scheme: review the qualifying status of companies, prepare advance assurances and assist with preparation of the relevant compliance statements.
- Assist, as required, to prepare or review tax computations, (corporate, partnership and personal) advisory memos/reports and associated HMRC filings.
- Assist both clients and colleagues with regards to any ad-hoc tax related queries that they may have.
- Communicate with clients and attend client meetings. Prepare notes of meetings and ensure actions are followed up.
- Ensure that files are prepared with relevant correspondence and clear audit trail to demonstrate how conclusions have been reached.
- Where there are perceived risks, communicate this to ensure appropriate steps are taken, where relevant propose potential solutions.
- Assist with a varied portfolio of clients, ensuring deadlines are met and relationships are managed and developed.
- Assist with the preparation of advisory reports and memos.
- Research technical tax issues and explain findings in a clear and concise manner.
You'll Be Ideal for This Role If You Have:
- ATT qualified with CTA underway
- Experience in the majority of areas outlined above
- Excellent people skills to maintain client and staff relations
- Excellent writing skills as the role will require the candidate to draft written reports
- Attention to detail
- Positive and pro-active approach with clients and colleagues
- Confidence to act independently
The firm are committed to creating a people-first workplace where everyone can thrive. They offer a carefully curated benefits package, wellbeing support, and meaningful development opportunities that empower you to grow your career. They have designed a flexible, sustainable set of benefits to support your life at work and beyond:
- 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
