OMB Tax Manager

Clark Wood; Bristol; On-site; GBP 65,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

Excellent benefits

Career progression opportunities

Job summary

Clark Wood is recruiting for an experienced Owner Managed Business Tax Manager in Bristol. This role suits a CTA or ACA/ACCA qualified tax professional with strong OMB experience, handling a portfolio of entrepreneurial clients and delivering proactive tax advice.

You will work closely with Partners, Accounts and Audit teams to provide joined-up services and drive growth within the tax department.

Qualifications

• CTA qualification or ACA/ACCA with strong tax experience.
• Experience in an OMB tax role within a UK accountancy practice.
• Strong knowledge of corporate and personal tax with advisory capability.
• Excellent communication skills and ability to build client relationships.

Responsibilities

• Manage a portfolio of owner-managed business clients as a trusted tax adviser.
• Review corporation tax returns and personal tax returns for business owners and directors.
• Provide practical tax planning advice including remuneration planning, restructurings, incorporations and reliefs.
• Collaborate with accounts and audit teams to deliver joined-up client service.
• Identify additional advisory opportunities and support business development activities.
• Manage deadlines, workflow and budgets across the portfolio.
• Review work completed by junior tax professionals and support their development.
• Assist Partners with complex tax projects and client meetings.

Skills

Tax advisory

Corporate tax

Personal tax

Client relationships

Communication

Education

CTA qualification

ACA/ACCA qualification

Job description

Owner Managed Business Tax Manager – Bristol

Competitive Salary + Excellent Benefits + Career Progression

Clark Wood are currently recruiting for an experienced Owner Managed Business (OMB) Tax Manager to join a highly respected independent firm of Chartered Accountants and Business Advisers based in Bristol.

This is an excellent opportunity for a CTA qualified tax professional, or an ACA / ACCA qualified accountant with strong tax experience, looking to develop their career within a successful and growing tax team.

The firm has an excellent reputation across the South West and works with a diverse portfolio of entrepreneurs, owner-managed businesses and growing companies, providing commercially focused tax advice and long-term support.

As an OMB Tax Manager, you will take responsibility for managing a portfolio of owner-managed business clients, providing a mixture of tax compliance, planning and advisory services.

Working closely with Partners, Accounts and Audit teams, you will play a key role in delivering proactive tax advice, identifying opportunities for clients and supporting the continued growth of the tax department.

Key Responsibilities

• Managing a portfolio of owner-managed business clients and acting as a trusted tax adviser.
• Reviewing corporation tax returns and personal tax returns for business owners and directors.
• Providing practical tax planning advice, including:
  • Remuneration planning and profit extraction strategies.
  • Business structuring and reorganisations.
  • Incorporations and business growth planning.
  • Capital Gains Tax and Business Asset Disposal Relief advice.
• Working closely with accounts and audit teams to deliver a joined-up client service.
• Identifying additional advisory opportunities and supporting business development activities.
• Managing client deadlines, workflow and budgets across your portfolio.
• Reviewing work completed by junior tax professionals and supporting their development.
• Assisting Partners with complex tax projects and client meetings.

About You

The successful candidate will ideally have:

• CTA qualification, or ACA / ACCA qualification with strong tax experience.
• Previous experience working within an OMB tax role in a UK accountancy practice.
• Experience managing a mixed portfolio of tax compliance and advisory clients.
• Strong technical knowledge across corporate and personal tax.
• Excellent communication skills with the ability to build strong client relationships.
• A commercial approach with the ability to provide practical advice to business owners.

What's On Offer

• Competitive salary depending on experience.
• Excellent benefits package.
• Opportunity to work with a varied portfolio of entrepreneurial clients.
• Genuine long-term career progression towards Senior Manager and Director level.
• Supportive and collaborative working environment.