OMB Tax Manager

EIS Advisory Focus

Location: Hybrid Working – London EC4M

Hours: Monday to Friday, 35-hour week with flexitime

Reporting to: OMB Director

Salary: £65,000 – £80,000

---

Join BKL

BKL is a Top 40 accountancy and advisory firm with a heritage of more than 130 years. Today, we are a modern, forward-thinking business working with a broad range of clients, from entrepreneurs and high-net-worth individuals to owner-managed businesses and multinational groups.

We are proud to be a Certified B Corporation, reflecting our commitment to balancing commercial success with positive social and environmental impact. As part of DFK International, we combine local insight with international reach, delivering expert advice with a personal approach.

At BKL, we believe every client deserves exceptional care, innovative thinking, and consistently high standards.

---

The Opportunity

We are looking for an experienced OMB Tax Manager with a strong Enterprise Investment Scheme (EIS) advisory focus to join our team.

This is a key role within the business, offering the opportunity to take ownership of EIS compliance and advisory work, act as a trusted adviser to clients, and become a recognised EIS specialist across the firm.

You will work closely with senior stakeholders to deliver technically robust advice, identify planning opportunities, and help strengthen and grow our EIS offering for both new and existing clients.

This role is ideal for someone who enjoys combining deep technical knowledge with client interaction, commercial awareness, and team development.

---

What Success Looks Like

In this role, success will be measured through:

• Technical excellence in compliance and advisory work

• Strong EIS knowledge and confident application in practice

• High-quality client service and trusted adviser relationships

• Proactive identification of opportunities for clients and the wider firm

• Effective support and development of junior team members

---

How You’ll Make an Impact

EIS Compliance & Client Delivery

You will play a central role in managing and delivering EIS-focused work for clients, ensuring quality, efficiency, and strong technical standards throughout.

• Provide advice to clients on EIS matters, including qualifying criteria and eligibility

• Assist with HMRC submissions and wider EIS compliance requirements

• Prepare and review work to a high technical standard ahead of Director/Partner sign-off

• Complete complex returns involving significant technical analysis and clear supporting documentation

• Act as a first point of contact for client queries on individual assignments

• Ensure client expectations are understood and managed effectively

• Delegate work to junior team members where appropriate

• Proactively organise upcoming work and plan ahead on assignments

• Identify wider opportunities during compliance reviews, including areas such as:

• ERS reporting

• BIK issues

• Share schemes and awards

---

Advisory & Project Work

You will contribute to and help lead advisory projects, bringing both technical expertise and commercial insight to each engagement.

• Identify tax planning opportunities and situations where clients would benefit from detailed written advice

• Scope advisory projects, prepare fee estimates, and monitor delivery and recovery

• Draft and review:

• Advisory reports

• Technical memoranda

• Clearance applications

• Support Directors and Partners on advisory assignments

• Assist with the development and delivery of EIS advisory work

• Spot opportunities to expand EIS-related services to both existing and prospective clients

---

Team Leadership & Development

This role includes a strong people element, with responsibility for supporting junior team members and contributing to the wider capability of the department.

• Work closely with trainees and seniors to improve efficiency and job delivery

• Take responsibility for reviewing work and supporting development

• Coach junior colleagues on:

• EIS technical knowledge

• Compliance processes

• Best practice

• Share technical insights across the OMB team through informal coaching and knowledge sharing

• Act as a role model for:

• Quality

• Professional behaviour

• Decision-making

• Support recruitment activity by identifying team capability gaps and contributing to interviews and selection processes

---

Workflow, Budgets & Risk Management

You will also play an important role in operational effectiveness, helping ensure work is delivered efficiently, commercially, and in line with risk procedures.

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

• Prepare meaningful budgets and monitor progress against them

• Help ensure departmental budgets and new initiatives are followed by junior staff

• Analyse team processes and suggest improvements to workflow and efficiency

• Apply risk management procedures appropriately

• Ensure junior team members understand and follow risk requirements

• Maintain strong technical awareness and keep up to date with relevant legislative and tax developments

---

What We’re Looking For

Qualifications

• ACA or ATT qualified

• CTA completed, or equivalent relevant experience

Core Experience

• Experience reviewing tax returns and managing compliance workflows

• Strong background working with owner-managed businesses

• Ability to manage work autonomously, with Director/Partner oversight where appropriate

EIS Expertise

• Strong hands-on experience in EIS compliance and advisory

• Experience with:

• EIS advance assurance applications

• EIS3s

• Investor reporting

• Ability to prepare or review EIS-related technical analysis

• Proven ability to identify EIS planning opportunities within broader compliance work

Additional Technical Experience

• Preparing complex tax returns, including use of the group module

• Drafting sections of reports and clearances

Skills & Attributes

• Strong technical judgement and excellent attention to detail

• Commercial awareness, including budgeting and recovery

• Ability to lead, motivate, and develop junior staff

• Strong organisational skills and the ability to manage competing deadlines

• Confidence to challenge ideas and escalate issues when needed

• Excellent written and verbal communication skills

• Proficiency with MS Office and relevant tax software

• A proactive, solutions-focused approach

---

Why BKL?

We know our people bring a huge amount of value, which is why we create an environment where you can thrive, develop, and make a real impact.

You’ll join a business that combines high challenge with high support, giving you the space to think independently while benefiting from strong collaboration across the team.

This role offers excellent exposure to ambitious clients, the opportunity to deepen your EIS expertise, and a clear pathway for progression in a supportive and inclusive environment.

---

Our Values

Everything we do is guided 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

---

Benefits, Wellbeing & Development

At BKL, we are committed to creating a people-first workplace where everyone has the support they need to succeed professionally and personally.

Benefits Snapshot

• Private Medical Insurance – including mental health cover, hospital treatment, and 24/7 GP access

• Health Cash Plan – support for everyday healthcare costs such as dental, optical, and physiotherapy

• Employee Assistance Programme

• Pension Scheme – tax-efficient retirement savings

• Group Life Assurance

• Cashback & Savings Portal – discounts across major retailers

• Cycle to Work Scheme

• Electric Vehicle Scheme – including roadside support and servicing

• Free Mortgage Advice

• Season Ticket Loan

• Enhanced Family Leave

• Generous Holiday Entitlement – increasing with promotion

Career Development

• Clear progression pathways and development frameworks

• Support for professional qualifications, including study time and funding

• Internal mentoring, coaching, and buddy schemes

• Leadership development programmes

• Regular check-ins and performance conversations focused on your goals

---

Working Style

This is a hybrid role, offering flexibility to balance remote working with time in the London office. As with all roles at BKL, you’ll be encouraged to take a flexible and collaborative approach, combining independent responsibility with teamwork.

If you enjoy problem-solving, fast-paced environments, and finding better ways to deliver for clients, you are likely to thrive here.

---

Our Recruitment Process

Our recruitment process typically includes three stages:

1. Introductory Teams call with our Talent Acquisition team
2. First-stage interview with two team members
3. Final interview at our London office, including a tour of the workplace

---

Inclusion, Compliance & Equal Opportunities

BKL is an equal opportunities employer and we actively welcome applications from suitably qualified candidates who are eligible to work in the UK.

Inclusion, diversity, and talent development are fundamental to who we are. We are committed to creating a workplace where everyone feels a genuine sense of belonging and has the opportunity to contribute, grow, and succeed.

As part of the role, you will be required to complete GDPR training to ensure all work is carried out in line with data protection regulations and internal compliance standards.

By applying, you consent to the processing of your personal data for recruitment purposes in line with UK GDPR. Your information will be handled securely and used only for recruitment. For more information, please refer to BKL’s Privacy Policy.

---

Take Your Next Step

If you are looking to build your career in a firm that combines ambition with purpose, and technical excellence with people-focused values, we would love to hear from you.

Apply today and discover how far your career could go at BKL.