OMB Assistant Tax Manager (Restructuring)

PKF FRANCIS CLARK; Poole; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

Join a leading firm of independent chartered accountants as a Tax Advisor, where you'll provide expert advice on corporate transactions and shareholder exit planning. This role offers hybrid working options and a clear career pathway to enhance your leadership skills. With a focus on advisory work, you will collaborate with a dynamic team to deliver exceptional service to clients while staying updated on tax legislation. Embrace the opportunity to grow in a supportive environment that values your contributions and well-being.

Benefits

Pension

Group Life Assurance

Health Cash Plan

Extra Holiday Options

Counselling Support

Virtual GP Access

Cycle to Work Scheme

Shopping and Gym Discounts

Volunteering Day

Emergency Funding Support

Qualifications

• Qualified ACA/ACCA/CTA with experience in tax advisory.
• Strong analytical and communication skills to advise clients.

Responsibilities

• Advise clients on corporate reconstructions and transactions.
• Prepare reports and liaise with clients for tax advisory work.

Skills

Tax Advisory

Analytical Skills

Communication Skills

Problem-Solving

Knowledge of UK Tax Legislation

Education

ACA/ACCA/CTA Qualified

Job description

In a nutshell

As a Tax Advisor, you'll advise clients on corporate reconstructions, transactions, incorporations, and shareholder exit planning, including management buyouts and company purchase of own shares. With a focus on advisory work, hybrid working options, and a clear career pathway to progress your leadership career, this role offers an exciting opportunity for growth. If you're ACA/ACCA/CTA qualified with demonstrable experience in tax advisory, strong analytical skills, excellent communication abilities, and a proactive attitude, we want to hear from you!

What you'll be doing day to day

• Advising our clients in areas such as corporate reconstructions, transactions, incorporations and shareholder exit planning, such as management buyouts and company purchase of own shares.
• Work will include preparing initial advice reports, reports on structure planning, HMRC clearance letters and reviewing legal documentation from a tax perspective.
• Working with managers and Directors in the owner managed business advisory team to deliver tax advisory work
• Liaising with clients including telephone calls, teams meetings and face to face meetings.
• Researching and preparing proposals and scopes for new work
• Stay updated on tax legislation and policies

About you

• ACA/ACCA/CTA qualified or equivalent
• Demonstrable experience of tax advisory in the areas above
• In-depth knowledge of UK tax legislation and HMRC compliance requirements
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills, with the ability to build relationships with senior stakeholders
• Proactive, with a strong attention to detail and the ability to work independently

Why work at PKF Francis Clark

As the largest firm of independent chartered accountants and business advisors in South West England, joining PKF Francis Clark brings opportunities to develop your career in a direction that interests you.

Having celebrated our centenary in 2019, we’re a team of nearly 1,000 people, based across our offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro.

Our culture is flexible and supportive, enabling you to be the best you can be. We work hard to ensure you can be yourself, develop and be part of a forward-thinking team that makes brilliant things happen. But don’t just take our word for it.

PKF Francis Clark is certified as a Great Place to Work. In 2024, we climbed nine places to 24 out of 105 large organisations on the list of the UK’s Best Workplaces.

We’re also ranked among the UK’s Best Workplaces for Women (33 out of 90 large organisations), Best Workplaces for Development (30 out of 100) and Best Workplace for Wellbeing (44 out of 100).

Workplace culture experts Great Place to Work also highlighted PKF Francis Clark as a top achiever among the UK’s Best Workplaces in Consulting & Professional Services.

And in recognition of our outstanding training programmes for graduates, school leavers and career changers, we’ve been ranked among England’s Top 100 Apprenticeship Employers for two years running.

Whilst we’re proudly independent, PKF Francis Clark is a member of the PKF Global family of firms – together we’re the 12th largest provider of accountancy services in the UK. Being part of a global community of business advisors in 150 countries provides opportunities to expand your horizons by connecting with PKF colleagues around the world.

Your core benefits

Financial benefits:
• Pension
• Group life assurance - up to four times your core salary
• Group income protection
• Health cash plan to help cover the costs of everyday healthcare

Health & Wellbeing benefits:
• Option to buy 5 extra days holiday*
• Counselling and support for you and your immediate family
• Virtual GP for you and your immediate family
• Cycle to work*

Other benefits:
• Medicash Extras providing you with shopping and gym discounts
• Gifts for career and family milestones
• One volunteering day per year to support local organisations
• Emergency funding from the Francis Clark Charitable Foundation

Please note
* These benefits are provided via a salary exchange and are subject to employee’s post exchange hourly rate remaining above the national minimum wage.