Private Client Tax Assistant Manager Newcastle in Newcastle upon Tyne
Private Client Tax Assistant Manager Newcastle

Private Client Tax Assistant Manager Newcastle in Newcastle upon Tyne

Newcastle upon Tyne Full-Time 36000 - 60000 ÂŁ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead teams to deliver exceptional client service and manage diverse tax portfolios.
  • Company: Join BKL, a top accountancy firm with a commitment to sustainability and innovation.
  • Benefits: Enjoy flexible working, private medical insurance, and generous annual leave.
  • Why this job: Make a real impact while growing your career in a supportive environment.
  • Qualifications: Experience in personal tax returns and advisory work; CTA preferred but not essential.
  • Other info: Embrace a culture of collaboration, integrity, and fun at work.

The predicted salary is between 36000 - 60000 ÂŁ per year.

Location: Hybrid Working – Newcastle / Remote

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

Reporting To: Private Client Tax Senior Manager

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.

As a Private Client Tax Assistant Manager, you will play a pivotal role in organising and managing teams to ensure the successful delivery of client work. You will assist with directing work on varied client portfolios through a team of supervisors, seniors, and trainees, while also participating in departmental resource planning. Your responsibilities will include ensuring client satisfaction, articulating the firm’s direction as set by the Executive Committee, and supporting managers with recruitment and people processes. Additionally, you will be involved in reviewing personal tax returns, P11Ds, and PSAs, as well as drafting advisory work and contributing to wider strategy and business goals.

How You’ll Make a Difference

  • Organise teams as needed, managing the progress, delivery of the team’s work and reporting to senior leadership/stakeholders
  • Assist with/directing work on varied client portfolios of clients through a team of supervisors, seniors and trainees
  • Assist the heads of department in implementing departmental budgets and new initiatives; sharing technical knowledge via supervisors with seniors and trainees
  • Ensure clients are satisfied with the service they’re receiving from BKL
  • Articulate the direction of the firm as set by the Executive Committee
  • Develop the experience of building the department through People processes by supporting managers with recruitment
  • Ensure that the client base is informed of technical updates that may affect their affairs

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

  • CTA, but QBE also considered
  • Review experience of Personal Tax Returns, P11Ds and PSAs
  • Experience of drafting advisory work (to be reviewed by more senior level)
  • Ability to take action and can start to direct people
  • Capability to support vision and strategy, and build trust
  • Commerciality awareness

We know you have a lot to offer, which is why we give you the freedom to thrive, no matter who you are or what your background is.

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
  • Beneficial Annual Leave – generous entitlement with the option to buy extra days off

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

Take Your Next Step

Ready to grow your career with a company that balances ambition with purpose? Apply today and discover how far you can go at BKL.

Our recruitment process typically involves three stages:

  • An introductory Teams call with our Talent Acquisition team.
  • A first‑stage interview with two team members.
  • A final interview at our London office, including a tour to give you a feel for our working environment.

Compliance & Equal Opportunities

In addition to the responsibilities listed above, you will be required to undertake GDPR training in order to fully understand the regulations and ensure all work is carried out in a compliant manner. As part of any recruitment process, BKL collects and processes personal data relating to job applicants. BKL is committed to being transparent about how it collects and uses that data and to meeting its data protection obligations. BKL is an equal opportunities employer and positively encourages applications from suitably qualified candidates eligible to work in the UK.

Private Client Tax Assistant Manager Newcastle in Newcastle upon Tyne employer: BKL

BKL is an exceptional employer that prioritises a people-first culture, offering flexible working arrangements and a comprehensive benefits package designed to support your wellbeing and career growth. With a commitment to sustainability and a collaborative environment, employees are encouraged to thrive through professional development opportunities and a strong focus on inclusivity. Join us in Newcastle, where you can make a meaningful impact while enjoying a fulfilling work-life balance.
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Contact Detail:

BKL Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Assistant Manager Newcastle in Newcastle upon Tyne

✨Tip Number 1

Network like a pro! Reach out to your connections in the industry, attend local events, and don’t be shy about letting people know you’re on the hunt for a Private Client Tax Assistant Manager role. You never know who might have the inside scoop on job openings!

✨Tip Number 2

Prepare for interviews by researching BKL and understanding their values. Think about how your experience aligns with their mission of balancing profit with impact. This will help you articulate why you’re the perfect fit for the team!

✨Tip Number 3

Practice your responses to common interview questions, especially those related to personal tax returns and client management. We recommend doing mock interviews with friends or mentors to build your confidence and refine your answers.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining BKL and being part of our amazing team.

We think you need these skills to ace Private Client Tax Assistant Manager Newcastle in Newcastle upon Tyne

CTA qualification
Review experience of Personal Tax Returns
Experience with P11Ds and PSAs
Drafting advisory work
Team management
Client satisfaction focus
Departmental budget implementation
Technical knowledge sharing
Commercial awareness
People management
Resource planning
Communication skills
Strategic support capability
Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Tax Assistant Manager role. Highlight your experience with personal tax returns, P11Ds, and any advisory work you've done. We want to see how you can bring value to our team!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your values align with ours at BKL. Remember, we love candidates who think big and are in it together with their teams.

Showcase Your Team Management Skills: Since this role involves managing teams, be sure to include examples of how you've successfully led or supported teams in the past. We’re looking for someone who can direct work effectively and ensure client satisfaction.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re serious about joining our team at BKL!

How to prepare for a job interview at BKL

✨Know Your Stuff

Make sure you brush up on personal tax returns, P11Ds, and PSAs. Familiarise yourself with the latest tax regulations and how they impact clients. This will not only show your expertise but also demonstrate your commitment to providing top-notch service.

✨Showcase Your Leadership Skills

As a Private Client Tax Assistant Manager, you'll be managing teams. Prepare examples of how you've successfully directed work in the past. Think about times when you’ve motivated others or resolved conflicts – these stories will highlight your capability to lead effectively.

✨Align with Company Values

BKL has strong values like 'Think Big' and 'In It Together'. During your interview, weave these values into your responses. Show how your personal ethos aligns with theirs, and give examples of how you've embodied these principles in your previous roles.

✨Ask Insightful Questions

Prepare thoughtful questions that reflect your interest in the role and the company. Inquire about their approach to client satisfaction or how they implement new initiatives. This shows you're not just interested in the job, but also in contributing to the company's success.

Private Client Tax Assistant Manager Newcastle in Newcastle upon Tyne
BKL
Location: Newcastle upon Tyne
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  • Private Client Tax Assistant Manager Newcastle in Newcastle upon Tyne

    Newcastle upon Tyne
    Full-Time
    36000 - 60000 ÂŁ / year (est.)
  • B

    BKL

    50-100
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