Senior​/Assistant Manager; Share Schemes

In a nutshell

As a key member of our share schemes team, you’ll work closely with our tax directors and senior managers to deliver share scheme work to our diverse range of clients, including family businesses, entrepreneurs and innovative businesses.

• Meeting with clients to discuss their business/incentive needs and helping them find solutions
• Working on the implementation of new employee incentive schemes including some document drafting
• 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
• Undertaking due diligence on employment related securities matters
• Preparing proposals for new work.
• Working with clients to produce EIS advance assurance applications for innovative businesses
• Assisting businesses with the EIS tax implications of their fund raises
• EIS compliance forms and corresponding with HMRC on EIS matters
• Analysing tax legislation and interpreting HMRC/tax technical guidance

• Part or Newly CTA qualified with an interest in or previous exposure to share plans or EIS work or a more experienced team member to come in at assistant manager level
• Some experience of EMI share options and/or EIS would be advantageous (but not essential)
• Training will 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 manner (i.e. report and proposal writing)
• Commercial awareness

As the largest firm of independent chartered accountants and business advisers in South West England, PKF Francis Clark offers a wide range of opportunities to develop your career in the way that’s right for you.

Established in 1919, we’ve grown to nearly 1,000 people across offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro. Our size means we can offer ambitious work with exciting clients and a friendly, supportive culture.

We want you to belong, be yourself and do your best work as part of a forward-thinking team, with a flexible approach to hybrid working and a strong focus on wellbeing, learning and development.

For the past four years, PKF Francis Clark has been certified as a Great Place to Work and ranked among the UK’s Best Workplaces, rising to 6th out of 100 large organisations.

We’re a top 10 Best Workplace for Women, as well as being ranked for Wellbeing, Development, and Consulting and Professional Services. These rankings are compiled by Great Place to Work, based on confidential, independent feedback from our people. In addition, we’re one of The Sunday Times Top 100 Apprenticeship Employers.

Being a Certified B Corp means we’re held to high standards for environmental and social performance. We’re independently assessed to ensure we support our people, act responsibly and make long‑term decisions that balance people and planet.

We’re proudly independent, while collaborating internationally through the PKF Global family of firms. Together we’re the 13th largest provider of accountancy services in the UK, with connections to like‑minded advisers in 150 countries.

• Group personal pension to help you build your future savings through employer and employee contributions
• Group life assurance providing cover up to four times your basic annual salary
• Group income protection available after six months’ service
• Health cash plan giving money back on everyday health costs, with free cover for up to four dependent children (up to age 24 in full‑time education) and the option to add a partner or spouse

• Counselling and emotional support for you and your immediate family
• Virtual GP and second opinion services for you and your immediate family
• Access to trained Mental Health First Aiders for confidential, peer to peer support

• Cycle to work scheme, with the option to purchase a bike and accessories up to £4,000*
• Discounted…