Private Client Tax Assistant Manager Newcastle

Berg Kaprow Lewis LLP; Newcastle upon Tyne; On-site; GBP 42,000 - 50,000; Full time

Job summary

A leading accountancy and advisory firm is seeking a Private Client Tax Assistant Manager for a hybrid role based in Newcastle. You will lead teams to ensure client satisfaction, manage varied portfolios, and contribute to departmental resource planning. Ideal candidates will have CTA qualification and leadership experience, along with a strong ability to review personal tax returns and advisory work.

Benefits

Private Medical Insurance

Health Cash Plans

Pension scheme

Group Life Assurance

Cycle to Work Scheme

Electric Vehicle Scheme

Enhanced Family Leave

Beneficial Annual Leave

Qualifications

• Must possess CTA or equivalent qualification.
• Leadership and review experience required.
• Ability to draft advisory work at a senior level.

Responsibilities

• Organising and managing teams for client work.
• Directing work on varied client portfolios.
• Ensuring client satisfaction and articulating firm direction.

Skills

Leadership experience

Review experience of Personal Tax Returns

Experience of drafting advisory work

Commerciality awareness

Education

CTA qualification or equivalent

Job description

Job Title: Private Client Tax Assistant Manager
Location: Hybrid Working – Newcastle / Remote
Working Hours: Monday to Friday, 35-hour week (Flexitime)
Reporting To: Private Client Tax Senior Manager

Salary Range: £42,000 - £50,000

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.

Your Opportunity

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
• Participate in departmental resource planning
• 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
• Leadership experience
• 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

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

• 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:

1. An introductory Teams call with our Talent Acquisition team.
2. A first-stage interview with two team members.
3. 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.