Assistant Manager (Share Schemes)

In a nutshell

As a valued member of our Share Schemes team, you’ll collaborate closely with colleagues at all levels—from partners to trainees—to design and deliver share plans and incentive arrangements for a wide variety of clients. Our client base includes family-owned businesses, entrepreneurs, and fast-growing, innovative companies.

We’re a tight-knit, solutions-focused team that works directly with clients at a senior level. Unlike some other tax teams, we place a strong emphasis on written communication. We particularly welcome applicants with academic backgrounds in law or essay-based subjects, though we’re open to all disciplines.

We’re passionate about collaboration, continuous learning, and supporting each other’s growth. Developing our team members and helping them produce high-quality work is central to what we do. If you’re enthusiastic about this area, we’ll provide the support and opportunities you need to build your expertise and expand your skills.

What you'll be doing day to day

• Meeting with clients to discuss their business/incentive needs and helping them find solutions
• Working on the implementation of new employee incentive schemes
• Helping clients to report their share schemes to HMRC
• Providing advice on the tax treatment of a wide range of share schemes including EMI options, other HMRC tax-advantaged share plans and growth shares
• Advising on the valuation of shares for tax purposes
• Drafting legal documentation for the implementation of incentive structures
• Supporting the undertaking of due diligence on employment related securities matters
• Supporting in transactions where employees have participated in a share scheme
• Researching and preparing proposals for new work
• Working with clients to produce EIS advance assurance applications for innovative businesses and assisting businesses with the EIS tax implications of their fundraises
• Analysis of tax legislation and guidance

About you

• Part or newly CTA qualified; or potentially legally qualified, with an interest in or previous exposure to share incentives
• Some experience of EMI share options and/or EIS would be advantageous (but not essential)
• Training can be given so inexperience is not a barrier
• Good organisational, communication and project management skills
• Ability to research tax technical issues
• Ability to present work to colleagues and clients in a professional looking manner (i.e., report and proposal writing)

Why work at PKF Francis Clark

As the largest firm of independent chartered accountants and business advisors in South West England, joining PKF Francis Clark brings opportunities to develop your career in a direction that interests you.

Having celebrated our centenary in 2019, we’re a team of nearly 1,000 people, based across our offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro.

Our culture is flexible and supportive, enabling you to be the best you can be. We work hard to ensure you can be yourself, develop and be part of a forward-thinking team that makes brilliant things happen. But don’t just take our word for it.

PKF Francis Clark is certified as a Great Place to Work. In 2024, we climbed nine places to 24 out of 105 large organisations on the list of the UK’s Best Workplaces.

We’re also ranked among the UK’s Best Workplaces for Women (33 out of 90 large organisations), Best Workplaces for Development (30 out of 100) and Best Workplace for Wellbeing (44 out of 100).

Workplace culture experts Great Place to Work also highlighted PKF Francis Clark as a top achiever among the UK’s Best Workplaces in Consulting & Professional Services.

And in recognition of our outstanding training programmes for graduates, school leavers and career changers, we’ve been ranked among England’s Top 100 Apprenticeship Employers for two years running.

Whilst we’re proudly independent, PKF Francis Clark is a member of the PKF Global family of firms – together we’re the 12th largest provider of accountancy services in the UK. Being part of a global community of business advisors in 150 countries provides opportunities to expand your horizons by connecting with PKF colleagues around the world.

Your core benefits 

Financial benefits:
•    Pension
•    Group life assurance - up to four times your core salary
•    Group income protection
•    Health cash plan to help cover the costs of everyday healthcare 

Health & Wellbeing benefits:
•    Option to buy 5 extra days holiday*
•    Counselling and support for you and your immediate family
•    Virtual GP for you and your immediate family
•    Cycle to work*

Other benefits:
•    Medicash Extras providing you with shopping and gym discounts
•    Gifts for career and family milestones
•    One volunteering day per year to support local organisations
•    Emergency funding from the Francis Clark Charitable Foundation 

Please note
* These benefits are provided via a salary exchange and are subject to employee’s post exchange hourly rate remaining above the national minimum wage.