Valuations Assistant Manager

Michael Page; Birmingham; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Competitive package

Professional development and training

Hybrid working (home & office)

Job summary

Michael Page is recruiting a Valuations Tax Assistant Manager for a leading UK advisory firm. You will lead client engagements on complex valuations for tax purposes, working with a specialist team to deliver robust valuations and advisory support.

The role offers strong exposure to technical work, progression towards leadership, and a flexible hybrid working arrangement with both home and office presence. Prior valuations experience and professional qualifications are highly valued for

Qualifications

• Experience in or understanding of preparing valuations for tax purposes (e.g., share schemes, IHT, CGT).
• Strong written and verbal communication skills essential.
• Experience dealing with clients and intermediaries.
• CTA and/or ACA qualification preferred though not essential.

Responsibilities

• 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.

Skills

Valuations experience

Client relationship management

Communication skills

Education

CTA/ACA qualified

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