Tax Manager

TN United Kingdom; Bath; On-site; GBP 50,000 - 80,000; Full time

Job summary

A leading professional services network is seeking a Tax Manager specializing in Share Schemes and Equity Reward. The role involves reviewing tax implications, drafting documentation, and managing a team. Ideal candidates will have ACA or CTA qualifications and experience in tax advisory for privately owned businesses.

Qualifications

• Relevant professional qualifications such as ACA or CTA.
• Experience of tax advisory projects for privately owned businesses.
• Knowledge of the tax treatment of share options.

Responsibilities

• Reviewing and producing reports on tax implications of share ownership.
• Drafting EMI, CSOP, and non-tax advantaged share option documentation.
• Managing and training junior members of the Equity Reward team.

Skills

Tax advisory projects

Tax treatment of share options

Share incentive audits

Education

ACA or CTA (or equivalent)

Job description

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Forvis Mazars is an engine for rapid and consistent career progression, offering individually designed career paths so you can grow within a culture that helps you pursue your interests. We match your changing needs with hybrid working, and help you explore your true potential in an environment where you belong. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to make an impact and continue to grow your skills for lifelong professional development.

Are you looking to make your mark as a Tax Manager in Share Schemes and Equity Reward?

Are you looking to grow our business as if it was your own?

And are you looking for open, engaged, and collaborative teams?

Then apply to the role today!

Roles and responsibilities

1. Reviewing and producing written reports on the tax implications of various employment-related share ownership situations.
2. Drafting EMI, CSOP, and non-tax advantaged share option scheme documentation.
3. Calculating the personal and corporate tax implications in connection with employee share ownership.
4. Reviewing annual Employment Related Securities returns and providing advice thereon.
5. Drafting fiscal valuations for the purposes of tax-advantaged share schemes or meeting PAYE liabilities.
6. Researching legislation, including providing technical analysis on the tax treatment of various share incentive arrangements and the impact new legislation may have on clients.
7. Managing and training the more junior members of the Equity Reward team.

Skills, knowledge, and experience

1. Holds relevant professional qualifications such as ACA or CTA (or equivalent) or has equivalent experience.
2. Experience of tax advisory projects primarily for privately owned businesses.
3. Knowledge of the tax treatment of share options and other forms of employee share ownership.
4. Experience of implementing or advising on EMI, CSOP, growth shares, and ERS reporting.
5. Experience of share incentive audits, due diligences, and drafting share valuations is an advantage.
6. Interest in the wider share incentive scheme drivers and implications of reward.

About Forvis Mazars

Forvis Mazars is a leading global professional services network operating under a single brand worldwide, with two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.

At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change, and make an impact so that everyone can reach their full potential. Further details can be found on our website.