Share Schemes Tax Director

Saffrey LLP; City Of London; On-site; GBP 85,000 - 110,000; Full time

Job summary

A prominent tax advisory firm in the UK is seeking an experienced Share Schemes Tax Advisory Director. The role focuses on advising clients on a range of tax projects, including employee share schemes and corporate reorganisations. Suitable candidates should have a UK tax qualification and skills in project management and technical advisory. The position emphasizes strong client relationships and excellent communication abilities.

Qualifications

• Several years post qualification experience in business tax, due diligence, and M&A.
• Ability to advise on share incentive schemes is important.
• Strong understanding and interpretation of technical tax queries.

Responsibilities

• Develop go to market strategy with partners.
• Lead and collaborate with a diverse range of clients.
• Advise on employee share schemes like EMI and CSOP.
• Assist with corporate reorganisations and tax valuations.
• Prepare HMRC clearance applications.

Skills

Technical tax advisory

Project management

Client relationship management

Strong UK tax technical skills

Excellent communication

Education

Qualified ACA/ACCA/CTA

Job description

As part of our growth strategy, we are looking to recruit an experienced Share Schemes Tax Advisory Director. The successful candidate will form part of the wider Saffery Corporate team and will be part of the tax advisory offering at Saffery.

The role will involve helping our clients with a wide range of tax advisory projects including advising on transactions, undertaking tax due diligence, advising on corporate reorganisations, employee share incentives and interaction with fund principals. Work will be undertaken directly for tax partners in London as well as the regional offices. The candidate would also be encouraged to build their own relationships with both clients and other internal non-tax partners and to work closely with other colleagues, in particular with the Corporate Finance team.

The responsibilities

Frequently dealing with challenging technical issues, the candidate can expect the role to encompass the following areas among others:

• Work with our partners, to develop our go to market strategy;
• Lead on and collaborate with a diverse range of clients, including startups, growing entrepreneurial businesses, private family capital, large international groups, and investment funds;
• Advising client management teams and shareholders on designing and implementing employee share schemes including EMI, CSOP and growth shares
• Contributing to tax due diligence projects, working closely with the corporate finance team and the employment tax and VAT teams;
• Advising on and assisting with the implementation of corporate reorganisations such as capital reduction and s110 demergers;
• Review of share purchase agreements, tax covenants and tax disclosure letters in connection with business acquisitions and disposals;
• Advising clients on the use of Employee Ownership Trusts;
• Preparing HMRC statutory and non-statutory clearance applications;
• Advising on structuring international groups and cross border corporate transactions, including liaising with other firms in the Nexia network;
• Advising on structuring property acquisitions and disposals;
• Advising on the interpretation and application of double tax agreements in respect of corporate transactions; and
• Liaising with tax compliance teams on follow-up compliance work arising from transactions.

Although we are looking for a well-rounded individual who can work alongside our clients and advise on a broad range of tax matters relevant to entrepreneurs, the ability to advise on share incentive schemes is of particular importance. In an ideal world the candidate would also have experience in preparing tax valuations for EMI options and growth shares, albeit valuation experience is not absolutely necessary for a successful candidate.

We live by our “potential meets personal” mantra and understand that everyone has different requirements in terms of their ideal portfolio. Working with our tax partners, we will develop a mix of work that suits your own individual needs.

The team

Our Corporate Tax team spans our 9 office locations and comprises 6 partners and over 100 professionals. The Corporate Tax teams deal with a large portfolio of companies operating in a variety of sectors, including manufacturing, technology, retail, recruitment, financial services, hospitality and property. The Tax advisory team sits within the Corporate Tax Team and works closely with them as well as our Corporate Finance team.

You

The role would suit a qualified individual (for example ACA/ACCA/CTA) with several years post qualification experience in business tax, due diligence, and M&A. Overall, you will need to demonstrate that you can help build and develop the share scheme business of Saffery.

The successful candidate will be able to demonstrate the following:

• An ability to provide advice and solutions to technical tax queries and interpret technical matters of varying complexity and communicate this information clearly to clients and other team members;
• Review and prepare advisory reports and correspondence on complex/technical tax matters;
• Strong UK tax technical skills and understanding;
• Project management skills, with the ability to plan and prioritise work, meet deadlines, monitor budgets;
• Provide feedback on the progress of work to those involved including clients, colleagues, and other advisers, keeping them informed of developments;
• Build and maintain relationships with clients and internal stakeholders.
• Client focus and commercial awareness;
• Commitment to building strong client relationship management with ability to develop quality outputs to clients;
• Excellent communication, both written and oral, in a range of situations and to a range of stakeholders; and
• Ensure delivery of quality work and take day to day responsibility for projects.

About us

Saffery LLP is an adviser to individuals and businesses across a range of sectors, providing market-leading accountancy, audit, business advisory, tax and VAT services. Founded in 1855, we are the UK’s 15th largest accountancy firm.

When you work with us at Saffery, you work with people who know your name, not just a job title. We’re a place shaped by friendly, intelligent people who are individually excellent and collectively exceptional. We’re committed to our clients, but also to our greatest asset – our people.

As a proud member of Nexia, a leading, international network of independent accounting and consulting firms, we’ve got access to local insight on a global scale.

Equality, Diversity & Inclusion

Equality, diversity and inclusion is a top priority for us. With our ED&I strategy, Everyone Belongs, we are building on our positive work culture and implementing initiatives to improve diversity and strengthen our equitable culture of inclusion, led from the top.

We hope you will apply to us, whatever your background, ethnicity, gender, age, sexuality, disability or neurodivergence, because individual differences equal collective strength. Built on values of excellence, integrity, enthusiasm and collegiality, Saffery is where Potential meets Personal.