OMB Tax Advisor

Solihull Permanent £40,000 - £50,000 per year
  • Newly created role supporting the Head of Tax with fantastic growth potential
  • Leading independent across the West Midlands

About Our Client

Leading independent across the West Midlands, with a fantastic office environment, sociable team, and one which offers fantastic room for development and career trajectory alongside the continued growth of the business.

Job Description

The project work involved typically encompasses the following:

  1. Planning projects for the remuneration of Owner Managed Businesses, which includes companies, LLPs, sole traders, and partnerships.
  2. Calculating Capital Gains tax for more intricate transactions, such as earn-outs, BADR claims, and loan notes.
  3. Computing Capital Gains tax for properties eligible for partial Principal Private Residence Relief (PPR).
  4. Assisting high net worth individuals with strategic tax planning, including offering advice on Inheritance Tax at a basic level and family wealth planning, including trusts.
  5. Providing guidance on EMI schemes and implementing them for clients.
  6. Offering advice on potential EIS and SEIS investments and handling the associated compliance.
  7. Advising on residency issues for clients working abroad from the UK.
  8. Aiding account managers with corporation tax inquiries, typically related to losses, group relief, capital allowances, and any non-allowable expenses.
  9. Assisting and supporting tax managers with complex personal tax queries or transactions.
  10. Reviewing corporation tax calculations for our more complex or larger clients as needed.
  11. Meeting with both current and potential new clients to discuss their requirements.

The Successful Applicant

The qualities and experience you will bring:

  • To work autonomously, managing client inquiries, workloads, and deadlines effectively, and having the capability to prioritise and arrange workloads.
  • To possess self-assuredness when interacting with clients and directors/managers, whether through phone calls, in-person meetings, or written correspondence.
  • To exhibit initiative by conducting necessary research and maintaining current knowledge.
  • To display a strong interest in broadening one's knowledge and gaining experience across a wide spectrum of taxation advisory areas.
  • You may be newly qualified ACA/ACCA, or ATT. Or working towards this (nearly qualified), with ideally 3 years' of experience in a similar role (corporate or mixed role).

What's on Offer

  • Salary based on experience and where you are with study. £35,000 - £50,000 typical.
  • Newly created OMB/specialist advisory role supporting the Head of Tax.
  • 23 days holiday (increasing to 25 days per annum after 5 years service), plus statutory bank holidays
  • Flexible working - core hours being between 10-4, with one day working from home.
Contact
Adam Douglass
Quote job ref
JN-072023-6134154
Phone number
+44 121 634 6964

Job summary

Job function
Tax
Subsector
Tax Practice
Sector
Business Services
Location
Solihull
Contract type
Permanent
Consultant name
Adam Douglass
Consultant phone
+44 121 634 6964
Job reference
JN-072023-6134154