OMB​/Mixed Tax Manager​/Senior Manager

Description

Our Corporate and Business Tax team are looking for an experienced OMB/Mixed Tax Manager to join our dynamic and growing Godalming office. This is an exciting opportunity to work closely with the office partners and our central tax team, delivering bespoke tax advice and collaborating with specialist service teams including general practice, private client tax, legal, and financial planning. You will also oversee the delivery of corporation tax compliance services for the Godalming client base, supported by the central team.

You will also work with the office partners in our Redhill office.

Department: Corporate Tax

Location: Godalming, Surrey

Compensation: £67,000 - £91,000 / year

As a Manager/Senior Manager in our team, you will have the opportunity to work on a broad range of tax advisory projects and clients. The right candidate will work with the Godalming and Redhill team to identify and manage tax advisory opportunities from initial meeting through to delivery. They can expect to work closely with the partners and junior members of the central tax team to provide tailored tax advice throughout all stages of a business life cycle.

They will deliver commercial, client-focused advice supported by robust technical analysis. The candidate would be expected to manage the delivery of advice and compliance work. This includes overseeing and reviewing work prepared by junior team members of the central team to ensure accuracy and quality, as well as preparing and delivering bespoke advice directly to the partners. They will also assist with pitching for new clients alongside partners.

• Advise OMBs, groups, and family businesses on holistic tax matters, including corporation tax, income tax, capital gains tax, inheritance tax, and ideally VAT and SDLT.
• Working alongside the central tax team, assisting clients with reorganisations (eg. share for share exchanges and share buy backs) including preparing tax valuations and HMRC clearance letters.
• Work collaboratively with our in-house specialists and/or client appointed third parties to ensure that the work preserves the desired tax outcomes.
• Advise on employee share incentives (EMI schemes, growth shares) and prepare valuation reports for HMRC with support from our valuations team.
• Advise on the qualifying conditions for certain tax reliefs such as EIS/SEIS and making advance assurance applications.

Although the role is predominantly advisory based, there will be a requirement to assist with the compliance work that falls within the team. This would typically consist of:

• Reviewing the preparation of OMB corporate tax returns in a holistic manager, alongside preparing more complex corporation tax returns, often for groups, international or larger clients of the firm.
• Supporting our General Practice through the review of some annual computations for their audit clients as well as working closely with them to provide support for technical tax queries that come out of their work and their clients.

The ideal candidate should be client focused with a solid knowledge base and experience of aspects of income tax self-assessment, PAYE and Corporation Tax compliance procedures that will allow them to supervise members of the team who deal with the areas. They should also have an understanding of accountancy principles and be CTA qualified.

• They will preferably be ACA/ACCA and CTA/ATT qualified
• Extensive experience following attaining their qualifications
• Advanced excel and word skills
• Excellent communication skills, both written and verbal
• A good team player
• Experience of mentoring and developing team members
• Enthusiastic and willing to learn
• Organised and motivated
• A driven person who will take ownership of tasks and drive to completion
• Ability to prioritise work
• Ability to deliver work to an agreed timescale and budget
• Ability to generate creative ideas both for technical work and business development purposes
• Ability to build personal rapport with clients and to win their trust