Tax Executive - Share Schemes

Forvis Mazars LLP; Greater London; On-site; GBP 60,000 - 85,000; Full time

Job summary

Forvis Mazars LLP is recruiting for a role focused on implementing and administering employee share plans, including EMI and CSOP. You will contribute to reports on tax implications and calculations for personal and corporate tax related to share ownership.

You will draft client communications, prepare annual returns, and research legislation and HMRC guidance to support engagements, while developing specialist knowledge in employee share schemes and corporate tax.

Qualifications

• Interest or progress toward ATT/ACA/CTA qualifications.
• Experience with employee share plans and tax implications is desirable.
• Strong written analysis and report production abilities.

Responsibilities

• Assist with implementation of EMI, CSOP and other share schemes.
• Produce written reports on tax implications of share ownership.
• Calculate personal and corporate tax implications related to share plans.
• Prepare share scheme employee communications and slide decks.
• Prepare annual Employment Related Securities returns and EMI notifications.
• Research legislation and HMRC guidance and provide technical analysis.
• Draft client correspondence and liaise with clients and advisers to support engagements.

Skills

Taxation knowledge

Share schemes

Excel and reports

Client communication

Attention to detail

Education

ATT/ACA/CTA or equivalent

Tools

Microsoft Office

Job description

Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. You'll join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities, and contribute from day one. You'll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact.

About the role

• Assisting with the implementation and ongoing administration of employee share plans, including EMI, CSOP and other share incentive arrangements.
• Producing written reports, or contribute to written reports on the tax implications of various employment related share ownership situations.
• Calculating the personal and corporate tax implications in connection with employee share ownership.
• Preparing share scheme employee communications and slide decks.
• Preparing annual Employment Related Securities returns and EMI notifications.
• Researching legislation and HMRC guidance, including providing technical analysis on the tax treatment on various share incentive arrangements and the impact new legislation may have on clients.
• Drafting client correspondence and liaising with clients and other advisers to support the delivery of client engagements.

What are we looking for?

You may be working towards, or interested in working towards, a relevant professional qualification such as ATT, ACA or CTA, or have equivalent experience. You may have some prior experience in tax, accounting, legal or professional services, although we are also interested in people who can demonstrate strong potential and a genuine interest in employee share plans, reward or corporate tax.

You have good attention to detail, enjoy working with numbers and written analysis, and take pride in producing accurate, high-quality work.

You communicate clearly and professionally, and are keen to develop confidence in drafting emails, reports, client communications and technical notes.

You are curious, willing to learn and comfortable asking questions, with an interest in developing specialist technical knowledge over time.

You are organised and dependable, with the ability to manage deadlines, keep track of competing priorities and seek support where needed.

You enjoy understanding how businesses work and are interested in how share plans can help clients recruit, retain and motivate their people.

You are confident using Microsoft Office and open to using technology and approved AI tools to improve efficiency, quality and the way we work as a team.

Diversity, Equity & Inclusion At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people's unique backgrounds, perspectives, and experience, and know this diversity create better outcomes for our clients. We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio-economic background, sexual orientation, gender identity, nationality, and faith. We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential. At Forvis Mazars, we promote an environment in which you can grow your skills, belong to a team that values your ideas, and make an impact that matters.

Forvis Mazars is a leading global professional services network providing audit & assurance, tax and advisory services. In the UK, we're home to more than 3,400 professionals and 190 partners across 14 offices, all united by a shared purpose: shaping a better future. Whether you're starting your career or taking your next step, you'll find opportunities to learn, develop and make a meaningful contribution from day one. We believe the best ideas come from different perspectives, so you'll be encouraged to bring your whole self to work, collaborate with talented people across our firm, and build relationships that help you grow. At Forvis Mazars, you'll belong to a local team, benefit from global opportunities, and make an impact for our clients, communities and each other. Together, we grow, belong and impact.