Share Schemes Assistant Tax Manager

Taxation; Leeds; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

Taxation is seeking a Tax Assistant Manager to lead advisory work on share schemes and incentive plans for a mixed portfolio of listed and private clients. Based in Leeds with flexible hybrid working, you will design, implement, and operate equity and cash incentive arrangements in the UK and internationally.

You will advise on tax and legal implications for employers and employees, support worldwide delivery, and contribute to client communication, documentation, and business development

Qualifications

• Experience in UK/Global Incentive Plan consulting.
• Ability to work with diverse client base and explain complex issues clearly.
• Strong project management and client relationship skills.

Responsibilities

• Advise on structure and design of employee equity and cash incentive plans.
• Support implementation of plans in the UK and globally.
• Advise on tax and legal implications of incentive plans worldwide.
• Advise on tax implications for mobile employees/expatriates.
• Develop tax compliant, tax efficient incentive delivery strategies.
• Prepare share plan documents and client communications.
• Draft technical updates for clients on tax/legal changes affecting incentives.
• Attend client meetings and discuss advice with clients.
• Assist with proposals and business development such as slides and bid responses.

Skills

Incentive plans

UK incentives

Global incentives

Client relationships

Communication

Education

ACCA/ACA/CTA

Solicitor/Barrister

Job description

Tax Assistant Manager (Share Schemes)

Leeds City Centre + flexible/Hybrid working

Salary:

Working within this Incentives & Reward team, your role will be varied and challenging. You will be involved in helping listed and private companies with all aspects of designing, implementing and operating share and cash incentive arrangements in the UK and overseas, including supporting clients in meeting their tax, legal, regulatory and compliance obligations.

Your new role:

This team supports a broad client portfolio across a range of industries, from very large global corporations through to smaller fast-growing businesses - both listed and private companies.

They are looking for a variety of people from different backgrounds including tax professionals and accountants, lawyers and those with in-house share incentive experience to join this team.

As an Assistant Manager, your responsibilities include:

• Advising on commercial and practical issues related to the structure and design of employee equity and cash incentive plans.
• Supporting companies with the implementation of equity and cash incentive plans in the UK and globally.
• Advising on the tax and legal implications around the world of incentive plans, for both the employer and the employee.
• Advising on the tax implications of incentives for mobile employees/expatriates.
• Developing strategies for the tax compliant and tax efficient delivery of incentives.
• Drafting share plan and related employee communication documents (plan rules, FAQs, tax guides).
• Assistance with preparing technical updates to send to clients and contacts, in relation to the changes of tax and legal treatment of incentives.
• Attending client service meetings and speaking to clients as required to discuss the advice.
• Providing support on proposals and business development activity (e.g. preparing slides, bid responses, developing your own client relationships).

Your professional experience

A successful applicant will possess many of the following key skills and attributes:

• Existing experience of UK and/or Global Incentive Plan consulting.
• Team player with excellent organisational skills and the ability to prioritise workload with a flexible approach, ensuring deadlines are met.
• Clear written and verbal communication skills, making complex issues clear for clients.
• Able to take ownership and use initiative to resolve problems.
• Ability to establish rapport and build strong working relationships with people at all
• Share plans in the professional services environment or in industry (and/or related areas with an interest in share plans or management incentives);
• Understanding of relevant legislation in this field;
• Willingness to learn and deal with new ideas and technical areas;
• Commercial awareness;
• Able to produce high quality, client facing, technically accurate, well written work;
• ACCA/ACA/ATII/ATT/CTA, Solicitor or Barrister

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.