Private Client Tax Semi-Senior

Job Title: Private Client Tax Semi-Senior

Location: Hybrid Working - London EC4M

Working Hours: Monday to Friday, 35 hour week (Flexitime)

Reporting to: Private Client Tax Manager

Salary: £35,000 - £40,000

About BKL

BKL is a Top 40 accountancy and advisory business supporting a diverse client base, from entrepreneurs and high-net-worth individuals to ambitious owner-managed businesses and multinational groups. With a legacy spanning over 130 years, we've evolved into a modern, purpose-driven business that balances profit with impact.

We are proud to be a certified B Corp, reflecting our commitment to sustainability, transparency, and responsible governance. As a member of DFK International, we support clients locally and internationally with cutting-edge expertise and a personal touch.

We believe all clients deserve the same level of care, innovation, and excellence.

Message from the Hiring Manager

We're looking for an ambitious Private Client Tax Semi-Senior who is keen to take the next step in their career. This is a fantastic opportunity to build on your existing tax experience, work with a diverse portfolio of clients, and continue developing your technical expertise within a supportive and collaborative team. If you're looking for a role that offers responsibility, progression and long-term career development, we'd love to hear from you!

Your Opportunity

The Private Client Tax Semi Senior role is designed for individuals who are eager to provide efficient, client-focused, and proactive services to meet the needs of private clients. This position involves preparing simple personal tax returns and Capital Gains Tax Returns, completing tasks for seniors, supervisors, and managers, and managing a small client portfolio day-to-day. The role requires strong communication skills, accuracy, organisation, and a willingness to learn. Additionally, the role involves liaising with HMRC and other departments within BKL on various tax matters.

This role gives you the chance to make an impact with ambitious clients, develop your expertise, and grow your career within a supportive and collaborative environment. You'll gain exposure to a wide variety of work, be encouraged to innovate, and benefit from a clear progression pathway.

How You'll Make a Difference

• Providing an efficient, client focussed and proactive service to meet the needs of private clients
• Preparing personal tax returns and Capital Gains Tax Returns, including emails and reports to clients (which will be reviewed by other levels)
• Completing agreed tasks for seniors and managers
• Will gain the experiences and start to manage a small client portfolio day to day, including billing and monitoring work in progress
• Ensuring that BKL's risks are managed appropriately
• Dealing with HMRC in relation to client matters, including enquiries from HMRC
• Liaising with other departments within BKL on payroll, accounts and dividends

Study

• Keeping up with Apprenticeship tasks, exams and studies and keeping your line manager informed of your progress
• Attending all relevant college days
• Regularly review Kaplan's updates to ensure you have an awareness of any changes in tax legislation.

Other attributes

• Assisting Trainees in their work and using them to assist in the initial drafts of your work / to a standard for manager review
• Respecting and embracing BKL values and culture

Managing Risk

• Ensure that files are prepared with relevant correspondence and clear audit trail to demonstrate how conclusions have been reached.
• Where there are perceived risks, communicate this with the manager to ensure appropriate steps are taken
• Ensure compliance with all internal policies and procedures

Developing Business

• Understand and able to effectively communicate the full range of services offered by BKL.
• Where an opportunity arises, communicate this to the relevant member of the team so that this can be followed up in an appropriate manner.

Internal Systems

• Be familiar with the relevant software and its many applications including accounts production, timesheets and more
• Use Outlook calendars and HiBOB to update your whereabouts in a timely manner
• Maintain accurate records and documentation within internal systems (e.g. keep a clear audit trail with version controls)

You'll Be Ideal for This Role If You Have:

• At least 18 months' tax experience
• An understanding of the firm's compliance policies and procedures e.g., HR, GDPR and Anti-Money Laundering
• Experience preparing Personal Tax Returns and simple P11Ds
• Completed initial training reviews with line manager
• Experience speaking with HMRC on various tax matters
• Experience completing HMRC forms for clients
• Good communication
• Accuracy and attention to detail
• Good organisation skills
• Awareness of budgets and priorities
• Awareness of chargeability
• Willingness to learn
• Self-checking work
• Ability to learn by doing

Our 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.

Working With Us: Your Benefits, Wellbeing & Development

At BKL, we're committed to creating a people-first workplace where everyone can thrive. We offer a carefully curated benefits package, wellbeing support, and meaningful development opportunities that empower you to grow your career.

Snapshot of our Benefits Package

We've designed a flexible, sustainable set of benefits to support your life at work and beyond:

• Private Medical Insurance (PMI) - including mental health cover, hospital treatment & 24/7 GP access
• Health Cash Plans - covering everyday costs like dental, optical & physiotherapy and an Employee Assistance Programme
• Pension scheme - helping you save for retirement in a tax-efficient way
• Group Life Assurance - peace of mind with financial protection for your loved ones
• Cashback & savings portal - discounts across hundreds of high-street and online retailers
• Cycle to Work Scheme - spread the cost of a new bike and accessories tax-free
• Electric Vehicle Scheme - sustainable transportation options that include roadside support and servicing
• Free Mortgage Advice - expert guidance for your home-buying journey
• Season Ticket Loan - support with travel expenses
• Enhanced Family Leave - generous leave policies for family-related needs
• Holiday Entitlement - generous entitlement which increases with promotion

Development & Growth

We don't just offer jobs, we support careers:

• Clear development pathways and progression frameworks
• Professional qualifications support - including study time and funding
• Internal mentoring, coaching, and buddying schemes
• Leadership development programmes to help you grow with us
• Regular check-ins and performance conversations - driven by your goals, not just metrics

High challenge, high support

If you enjoy problem-solving and a fast-changing environment, you will thrive in this role.

As in all BKL roles, you will be able to take a flexible approach: balancing independent work with teamwork, and remote working with time in the office with colleagues.

You can get an insight into life at BKL here.

We're proud to be one of the few Certified B Corporations in the accountancy sector. In joining us, you'll become part of a business that's committed to balancing profit and purpose.

Take Your Next Step

By applying, you consent to the processing of your personal data for recruitment purposes, in line with UK GDPR. Your information will be used securely, only for recruitment, and won't be shared without your consent. For details, see our Privacy Policy - BKL.