Tax Manager - EIS

Job Title: OMB Tax Manager – EIS advisory focus
Location: Hybrid Working – London EC4M
Working Hours: Monday to Friday, 35 hour week (Flexitime)
Reporting to: OMB Director

Salary: £65,000 - £80,000

About BKL

BKL is a Top 40 accountancy and advisory business supporting a diverse client base, from entrepreneurs and high-net-worth individuals to ambitious owner-managed businesses and multinational groups. With a legacy spanning over 130 years, we’ve evolved into a modern, purpose-driven business that balances profit with impact.

We are proud to be a certified B Corp, reflecting our commitment to sustainability, transparency, and responsible governance. As a member of DFK International, we support clients locally and internationally with cutting-edge expertise and a personal touch.

We believe all clients deserve the same level of care, innovation, and excellence.

Your Opportunity

This person will play a key role in delivering high-quality compliance and advisory work to owner-managed businesses, with a strong emphasis on Enterprise Investment Scheme (EIS) matters.

The role involves taking ownership of EIS compliance and advisory engagements and acting as a trusted adviser to clients and a go‑to EIS specialist within the firm.

You will work closely with senior stakeholders to identify planning opportunities, ensure technical robustness, and help drive best practice and expanding the EIS offering, to new and existing clients.

Success in this role is measured through technical accuracy, strong EIS expertise, effective team support, and proactive identification of opportunities for clients and the wider firm.

This role offers excellent exposure to ambitious individuals, opportunities to deepen your EIS awareness and understanding, develop a strong service offering and a clear pathway for progression within a collaborative and supportive environment. 

How You’ll Make a Difference

In this role, you will:

Compliance and client delivery

• Focus on clients requiring EIS advice and assisting with filing submission to HMRC and advice in general.

• Delegating work to more junior staff as appropriate

• Reviewing and preparing work to a good technical standard ahead of Director/Partner sign off

• Dealing with client queries around qualifying criteria and ability to spot and communicate potential issues in eligibility for the scheme

• Spotting opportunities to market the work to new clients and identify existing clients where they would benefit from considering share schemes and awards

• Actively manage WIP and reporting, feeding into senior team.  

• Working closely with trainees and seniors to increase efficiency on jobs, taking responsibility for their work and development

• Coaching junior team members day-to-day on EIS technical knowledge, compliance processes, and best practice

• Sharing EIS and wider OMB technical knowledge across the team through informal coaching and knowledge sharing

Advisory & Project Work

• Identify tax planning opportunities and areas where clients would benefit from written advice or project work

• Lead the scoping of advisory work, preparing fee estimates and monitoring delivery and recovery

• Draft and review advisory reports, clearances, and technical memoranda following discussions with Directors or Partners

• Support Directors and Partners in delivering advisory projects, contributing technical insight and commercial awareness

Team Leadership and Development  

• Support recruitment activity by identifying skills gaps and contributing to interview and selection processes

Other attributes   

• Maintaining technical knowledge: staying up to date with developments relevant to your department and demonstrating understanding of these in your work, including the sharing of learnings with the wider team   

Managing Risk    

• Appropriately apply risk management procedures and ensure junior team members are aware of these  

Additional

Compliance work    

• Completing the most complex returns which have lots of technical aspects to them, concluding on technical points and making file notes to support any decisions taken   

• Being proactive in organising upcoming work: thinking a step ahead on a job and preparing for that next step   

• Ensuring departmental budgets and new initiatives are followed and adhered to by junior members of staff  

• Identify wider opportunities for work within the compliance review process – e.g. ERS reporting or BIK issues to review.   

• Serve as a trusted first point of contract for clients’ issues and queries on individual jobs and ensure their expectations are fully understood  

Project work   

• Spotting tax planning opportunities or areas in which clients should be taking detailed written advice and scoping and quoting for the work (with the support of managers)    

Team management   

• Support those higher in the team in their team management work: analysing team data and looking for ways to make the processes and work preparation more efficient   

• Act as a role model for quality, behaviour and decision-making

Other attributes   

• Coaching trainees' day to day, in technical knowledge and general skills   

• Identify areas of opportunity and explore these with the assistance of your line manager   

• Prepare meaningful budgets and monitor progress against them  

You’ll Be Ideal for This Role If You Have:

Qualifications

• ACA or ATT qualified; CTA completed, or equivalent relevant experience

Core experience  

• Experience working with owner-managed businesses

• EIS-Specific / Preferred

• Strong hands-on experience with EIS compliance and advisory work

• Involvement in EIS advance assurance applications, EIS3s, and investor reporting

• Preparing or reviewing EIS-related technical analysis

• Spotting EIS planning opportunities within wider compliance work

Additional Experience  

• Reviewing tax returns and managing compliance workflows

• Preparing complex tax returns and using the group module

• Writing sections for reports and clearances   

Skills & Attributes

• Strong technical judgement and attention to detail

• Confidence operating with autonomy, with Director / Partner oversight where appropriate

• Commercial awareness, including budgeting and recovery

• Ability to lead, develop, and motivate junior team members

• Strong organisational skills and proactive approach to managing deadlines and workload

• Ability to build trust with clients and colleagues

• Confidence challenging ideas and escalating issues appropriately

• Strong written and verbal communication skills

• Proficiency in MS Office and relevant tax software

We know you have a lot to offer, which is why we give you the freedom to thrive, no matter who you are or what your background is.

Our Values

At BKL, we live by five core values:

• Think Big – Be curious, brave, and open to new ideas.

• In It Together – Collaborate, care, and build an inclusive culture.

• Take Pride – Strive for excellence and believe in your impact.

• Do the Right Thing – Act with integrity, honesty, and fairness.

• Enjoy It – Bring your whole self to work and have fun doing it.

Working With Us: Your Benefits, Wellbeing & Development

At BKL, we’re committed to creating a people-first workplace where everyone can thrive. We offer a carefully curated benefits package, wellbeing support, and meaningful development opportunities that empower you to grow your career.

Snapshot of our Benefits Package

We’ve designed a flexible, sustainable set of benefits to support your life at work and beyond:

• Private Medical Insurance (PMI) – including mental health cover, hospital treatment & 24/7 GP access

• Health Cash Plans – covering everyday costs like dental, optical & physiotherapy and an Employee Assistance Programme

• Pension scheme – helping you save for retirement in a tax-efficient way

• Group Life Assurance – peace of mind with financial protection for your loved ones

• Cashback & savings portal – discounts across hundreds of high-street and online retailers

• Cycle to Work Scheme – spread the cost of a new bike and accessories tax-free

• Electric Vehicle Scheme – sustainable transportation options that include roadside support and servicing

• Free Mortgage Advice – expert guidance for your home-buying journey

• Season Ticket Loan – support with travel expenses

• Enhanced Family Leave – generous leave policies for family-related needs

• Holiday Entitlement – generous entitlement which increases with promotion

Development & Growth

We don’t just offer jobs, we support careers:

• Clear development pathways and progression frameworks

• Professional qualifications support – including study time and funding

• Internal mentoring, coaching, and buddying schemes

• Leadership development programmes to help you grow with us

• Regular check-ins and performance conversations – driven by your goals, not just metrics

Take Your Next Step

Ready to grow your career with a company that balances ambition with purpose? Apply today and discover how far you can go at BKL.

Our recruitment process typically involves three stages:

1. An introductory Teams call with our Talent Acquisition team.

2. A first-stage interview with two team members.

3. A final interview at our London office, including a tour to give you a feel for our working environment.

Compliance & Equal Opportunities

In addition to the responsibilities listed above, you will be required to undertake GDPR training in order to fully understand the regulations and ensure all work is carried out in a compliant manner.

As part of any recruitment process, BKL collects and processes personal data relating to job applicants. BKL is committed to being transparent about how it collects and uses that data and to meeting its data protection obligations.

BKL is an equal opportunities employer and positively encourages applications from suitably qualified candidates eligible to work in the UK.

We know you have a lot to offer, which is why we want to give you the freedom to thrive no matter who you are or what your background is. You will have every opportunity to use your creativity in how you approach your work and the support to innovate.

Inclusion, diversity, and talent development are a fundamental aspect of who we are, and we welcome applications from candidates who share and champion these values. You will play an integral part in helping to make BKL a great place to work with a sense of belonging for everyone.

High challenge, high support
If you enjoy problem-solving and a fast-changing environment, you will thrive in this role.

As in all BKL roles, you will be able to take a flexible approach: balancing independent work with teamwork, and remote working with time in the office with colleagues.

You can get an insight into life at BKL here .

We’re proud to be one of the few Certified B Corporations in the accountancy sector. In joining us, you’ll become part of a business that’s committed to balancing profit and purpose.

Take your next step
If this sounds like the role for you, we’d be delighted to discuss the career you could build at BKL.

By applying, you consent to the processing of your personal data for recruitment purposes, in line with UK GDPR. Your information will be used securely, only for recruitment, and won’t be shared without your consent. For details, see our Privacy Policy - BKL