Tax Manager – Share Schemes

Your Opportunity

As an OMB Tax Manager, you will take ownership of delivering high‑quality tax compliance and advisory services to a portfolio of owner‑managed business clients, with a focus on share schemes. You will be responsible for the end‑to‑end delivery of work, acting as the primary day‑to‑day contact for clients and ensuring work is technically robust, commercially sound, and delivered to a consistently high standard. The work will comprise largely share scheme work (both advisory and compliance) but there will be the potential to assist with other tax planning areas that arise for the wider team (i.e. M&A, personal and corporate tax planning).

The role combines high‑level technical work with people leadership, client relationship management, and commercial responsibility. You will oversee both advisory and compliance work in this area, lead reviews, identify and deliver tax planning opportunities, and play an active role in developing junior team members. Working closely with Directors and Partners, you will help drive best practice across the OMB offering and contribute to the ongoing success and growth of the department.

Success in this role is measured by technical quality, effective client management, strong team leadership, sound judgement and risk management, and the ability to identify and deliver opportunities for clients and the wider firm.

This role offers exposure to ambitious and growing clients, genuine responsibility, and a clear pathway for progression within a collaborative and supportive environment.

How You’ll Make a Difference

In this role, you will:

Compliance & Client Delivery

• Acting as the primary day‑to‑day point of contact and building trusted client relationships
• Lead the delivery of share scheme related work, ensuring work is technically accurate, delivered on time and within budget
• Appropriate delegation of work to junior team members and performing reviews of their work and any work prior to Director / Partner sign‑off
• Manage client expectations around scope, deadlines, and fees, proactively identifying and resolving issues
• Ensure a consistently high‑quality service is delivered across all client engagements
• 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 with their technical knowledge, compliance processes, and best practice
• Sharing share scheme 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 & Development

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

Commercial & Operational Management

• Prepare job budgets and monitor progress, recovery, and WIP, taking action where work is at risk of overrunning
• Contribute to improving team processes, workflows, and efficiency
• Ensure departmental initiatives, policies, and procedures are consistently followed

Risk Management & Professional Judgement

• Apply the firm’s risk management procedures, ensuring work is delivered in line with professional standards
• Take responsibility for identifying higher‑risk or contentious matters and escalating appropriately
• Demonstrate sound professional judgement, including the confidence to challenge work or say no where ethical or risk concerns arise

Technical Development & Knowledge Sharing

• Maintain strong up‑to‑date technical knowledge relevant to OMB clients
• Share technical developments and best practice with the wider team through coaching, knowledge sharing, or informal training
• Use relevant software and systems effectively to support delivery and reporting

Managing Risk

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

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

Qualifications

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

Experience

• Significant experience reviewing and delivering complex OMB tax work
• Proven ability to manage multiple client engagements concurrently
• Experience acting as a primary client contact
• Experience identifying and delivering tax planning opportunities
• Involvement in advisory work, 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.