At a Glance
- Tasks: Prepare personal tax returns and manage a small client portfolio in a supportive team.
- Company: Join BKL, a top accountancy firm committed to sustainability and client care.
- Benefits: Enjoy flexible working, private medical insurance, and generous holiday entitlement.
- Other info: Collaborative culture with opportunities for professional development and mentoring.
- Why this job: Kickstart your career with diverse clients and clear progression pathways.
- Qualifications: 18 months of tax experience and strong communication skills required.
The predicted salary is between 35000 - 40000 £ per year.
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.
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.
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.
How You’ll Make a Difference
- Providing an efficient, client focused 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
- Managing 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
- 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.
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.
Private Client Tax Semi-Senior employer: Berg Kaprow Lewis LLP
BKL is an exceptional employer, offering a dynamic and supportive work environment in the heart of London. With a strong focus on employee development, we provide clear pathways for career progression, alongside comprehensive benefits such as private medical insurance and flexible working arrangements. Join us to work with a diverse client base while enhancing your technical expertise and leadership skills in a collaborative team culture that values both profit and impact.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Semi-Senior
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Berg Kaprow Lewis LLP, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Semi-Senior
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Berg Kaprow Lewis LLP's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Berg Kaprow Lewis LLP. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Berg Kaprow Lewis LLP!
How to prepare for a job interview at Berg Kaprow Lewis LLP
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Berg Kaprow Lewis LLP.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Berg Kaprow Lewis LLP. It helps to show our commitment!
