Equity Reward Tax Manager or Assistant Manager

at  Forvis Mazars

At Forvis Mazars, we’re agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We’re constantly improving the way we work, so that we enhance the solutions we offer. You’ll have a big say in the way your role and your team works.
Are you looking to make an impact in Taxation?
Are you looking to grow our business as if it was your own?
And are you looking for open, engaged and collaborative teams?
Then apply to the role today!

Roles and responsibilities

• Reviewing and producing written reports on the tax implications of various employment related share ownership situations
• Drafting EMI, CSOP and non-tax advantaged share option scheme documentation
• Calculating the personal and corporate tax implications in connection with employee share ownership
• Reviewing annual Employment Related Securities returns and providing advice thereon
• Drafting fiscal valuations for the purposes of tax-advantaged share schemes or meeting PAYE liabilities
• Researching legislation, including providing technical analysis on the tax treatment on various share incentive arrangements and the impact new legislation may have on clients.
• Managing and training the more junior members of the Equity Reward team.

SKILLS, KNOWLEDGE AND EXPERIENCE

• Holds relevant professional qualification such as ACA or CTA (or equivalent) or has equivalent experience.
• Experience of tax advisory projects primarily for privately owned businesses
• Knowledge of the tax treatment of share options and other forms of employee share ownership
• Experience of implementing or advising on at least some of EMI, CSOP, growth shares and ERS reporting
• Experience of share incentive audits, due diligences and drafting share valuations an advantage
• Interest in the wider share incentive scheme drivers and implications of reward

• Reviewing and producing written reports on the tax implications of various employment related share ownership situations
• Drafting EMI, CSOP and non-tax advantaged share option scheme documentation
• Calculating the personal and corporate tax implications in connection with employee share ownership
• Reviewing annual Employment Related Securities returns and providing advice thereon
• Drafting fiscal valuations for the purposes of tax-advantaged share schemes or meeting PAYE liabilities
• Researching legislation, including providing technical analysis on the tax treatment on various share incentive arrangements and the impact new legislation may have on clients.
• Managing and training the more junior members of the Equity Reward team