OMB Tax Manager

In a nutshell

We are seeking a dynamic Owner Managed Business Tax Manager to join our team. You will play a crucial role in providing strategic tax advice and support to owner-managed businesses. Working with a real variation of clients across different sectors and industries, you will provide advisory support to clients with a broad range of challenges and objectives.

You’ll be part of a collaborative strong multi-discipline tax team who are spread across our nine offices. You will also have the chance to work alongside our award-winning Corporate Finance team, providing sale and buy-side tax advice and support. With support from out 12 experienced Tax Partners, you will have plenty of prospects to develop your career with us.

This is an exciting opportunity for a proactive individual to make a significant impact within a leading tax practice.

What you'll be doing day to day

• Advise our clients in areas such as corporate reconstructions, demergers, reorganisations and sale transactions
• Prepare scopes of work, initial advice reports, reports on structure planning, HMRC clearance letters and supporting the implementation stage including liaison with the client’s lawyers
• Providing tax deal support on sale transactions, including the structure of the deal and review of SPAs
• Develop and maintain strong client relationships, through the delivery of projects and direct contact with clients, ensuring exceptional service delivery
• Collaborate with internal teams to deliver integrated solutions that meet client needs. In particular, you will work closely with other members of the OMB tax team, Private Client team and other tax specialists, as well as our Corporate Finance team
• Stay abreast of changes in tax legislation and industry developments
• Mentor and support junior team members, fostering their professional growth

About you

• CTA qualified
• Experience in providing tax advisory services to owner-managed businesses
• Strong understanding of UK tax legislation and regulations
• Excellent communication and interpersonal skills
• Proven ability to build and maintain client relationships
• Analytical mindset with strong problem-solving skills
• Ability to work independently and as part of a collaborative team
• A willingness to develop coaching and mentoring skills

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 
•    Electric vehicle lease scheme* 

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.