OMB Tax Manager

Owner Managed Business Tax Manager – Bristol Competitive Salary + Excellent Benefits + Career Progression

Clark Wood are currently recruiting for an experienced Owner Managed Business (OMB) Tax Manager to join a highly respected independent firm of Chartered Accountants and Business Advisers based in Bristol.

This is an excellent opportunity for a CTA qualified tax professional, or an ACA / ACCA qualified accountant with strong tax experience, looking to develop their career within a successful and growing tax team.

The firm has an excellent reputation across the South West and works with a diverse portfolio of entrepreneurs, owner-managed businesses and growing companies, providing commercially focused tax advice and long-term support.

As an OMB Tax Manager, you will take responsibility for managing a portfolio of owner-managed business clients, providing a mixture of tax compliance, planning and advisory services.

Working closely with Partners, Accounts and Audit teams, you will play a key role in delivering proactive tax advice, identifying opportunities for clients and supporting the continued growth of the tax department.

• Managing a portfolio of owner-managed business clients and acting as a trusted tax adviser.
• Reviewing corporation tax returns and personal tax returns for business owners and directors.
• Providing practical tax planning advice, including:
  • Remuneration planning and profit extraction strategies.
  • Business structuring and reorganisations.
  • In corporations and business growth planning.
  • Capital Gains Tax and Business Asset Disposal Relief advice.
• Working closely with accounts and audit teams to deliver a joined-up client service.
• Identifying additional advisory opportunities and supporting business development activities.
• Managing client deadlines, workflow and budgets across your portfolio.
• Reviewing work completed by junior tax professionals and supporting their development.
• Assisting Partners with complex tax projects and client meetings.

The successful candidate will ideally have:

• CTA qualification, or ACA / ACCA qualification with strong tax experience.
• Previous experience working within an OMB tax role in a UK accountancy practice.
• Experience managing a mixed portfolio of tax compliance and advisory clients.
• Strong technical knowledge across corporate and personal tax.
• Excellent communication skills with the ability to build strong client relationships.
• A commercial approach with the ability to provide practical advice to business owners.

• Competitive salary depending on experience.
• Excellent benefits package.
• Opportunity to work with a varied portfolio of entrepreneurial clients.
• Genuine long-term career progression towards Senior Manager and Director level.
• Supportive and collaborative working environment.