Valuations Assistant Manager

ACCA Careers; Birmingham; Hybrid; GBP 55,000 - 85,000; Full time

Job summary

ACCA Careers in the United Kingdom is seeking a Valuations Tax Assistant Manager to lead and support on business valuations for tax purposes, including share schemes, restructuring and transactions. You will provide technical tax support on valuation matters such as IHT, CGT and employee incentives, manage client relationships, and review valuation models and reports with junior team members.

This role offers exposure to complex, high‑value engagements and a clear progression towards leadership

Qualifications

• Experience in preparing valuations for tax purposes (IHT, CGT, employee incentives).
• Strong client-facing and communication skills.
• Experience liaising with intermediaries and senior stakeholders.
• CTA and/or ACA qualifications preferred.

Responsibilities

• Lead and support on business valuations for tax purposes.
• Provide technical tax support on valuation-related matters (IHT, CGT, employee incentives).
• Manage client relationships and act as a key contact on engagements.
• Review valuation models and reports with junior team members.
• Collaborate with senior stakeholders on transactions and structuring.
• Contribute to proposals and business development.
• Stay up to date with valuation methodologies and tax legislation.

Skills

Valuations experience

Client management

Communication skills

Intermediaries liaison

Education

CTA/ACA qualifications

Job description

An excellent opportunity for a Valuations Tax Assistant Manager to work on complex, high-value engagements, supporting clients on business valuations and tax advisory matters. The role offers strong exposure to technical work and clear progression towards a leadership position within a specialist advisory environment.

Client Details

Our client is a specialist tax advisory firm with a strong reputation in delivering high-quality, technically robust advice to a wide-ranging client base, including owner-managed businesses, private equity-backed entities and high-net-worth individuals. Operating within a collaborative and growth-focused environment, the firm offers significant exposure to complex valuations work and the opportunity to work closely with experienced tax specialists on high-value engagements.

Description

• Lead and support on business valuations for tax purposes, including share schemes, restructuring and transactions


• Provide technical tax support on valuation-related matters such as IHT, CGT and employee incentives


• Manage client relationships, acting as a key contact on valuation and advisory engagements


• Review valuation models and reports prepared by junior team members, ensuring accuracy and compliance


• Work closely with senior stakeholders on transactions, due diligence and structuring projects


• Assist in preparing detailed and defensible valuation reports for HMRC and other stakeholders


• Contribute to business development through identifying opportunities and supporting proposals


• Stay up to date with relevant tax legislation and valuation methodologies

Profile

• Experience in or an understanding of preparing valuations for various purposes, including tax-advantaged option plans, employment-related securities, Capital Gains Tax, Inheritance Tax and corporate reorganisations.


• A commercial outlook and understanding of how different businesses operate.


• Strong written and verbal communication skills.


• Experience of dealing directly with clients and intermediaries.


• CTA and / or ACA qualified (preferred although not essential).

Job Offer

• Competitive Package (DOE)


• Exposure to complex, high-value valuation and tax advisory work

Ongoing professional development and specialist technical training

• A pragmatic approach to timesheets


• Respect for one another's work / life balance


• Home and office working is the norm (and has been for a long time)


• A chance to join one of the UK's fastest growing independent, full-service tax practices