Private Client Tax Manager

Berg Kaprow Lewis LLP; Greater London; Hybrid; GBP 65,000 - 75,000; Full time

Job summary

A leading accountancy firm in London seeks a Private Client Tax Manager to direct work on diverse client portfolios. The successful candidate will manage and lead a team, ensuring client satisfaction through effective planning and delivery of services. Requirements include CTA or QBE qualifications and strong people management skills. This role offers a hybrid working model with a competitive salary between £65,000 and £75,000, along with a robust benefits package.

Benefits

Private Medical Insurance

Health Cash Plans

Pension scheme

Group Life Assurance

Cashback & savings portal

Cycle to Work Scheme

Electric Vehicle Scheme

Free Mortgage Advice

Season Ticket Loan

Enhanced Family Leave

Increased Holiday Entitlement

Qualifications

• Experience as a Private Client Tax Manager or similar.
• Ability to manage varied client portfolios.
• Strong leadership and people management skills.

Responsibilities

• Direct work on client portfolios through a team.
• Plan and manage client work effectively.
• Assist department heads with budgets and initiatives.

Skills

CTA or QBE

People Leadership

Technical Leadership

Client Management

Conflict Resolution

Job description

Job Title: Private Client Tax Manager

Location: Hybrid Working – London EC4M

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

Reporting To: Private Client Tax Director

Salary Range: £65,000 - £75,000

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.

About the Team

You’ll be joining our Private Client Tax team, a group of 21 people.

The team works closely with high net‑worth individuals, supporting them with developing plans to create, manage and preserve wealth, including realising value from land and property.

We pride ourselves on being approachable, highly knowledgeable and trusted advisors, and offer exposure to diverse sectors, development of deep technical expertise and long standing client relationships.

Your Opportunity

As a Private Client Tax Manager, you will play a pivotal role in directing work on varied portfolios of clients through a team of supervisors, seniors, and trainees. You will be responsible for planning client work with technical competency in mind, ensuring that colleagues are appropriately matched to clients, and providing the right level of experience to aid their progression. Your role involves managing client expectations, assisting the heads of department in implementing departmental budgets and new initiatives, and sharing technical knowledge via supervisors with seniors and trainees. Additionally, you will take an active role in the overall development and progression of your department/team, ensuring clients are satisfied with the service they receive, and articulating the direction of the firm as set by the Executive Committee.

How You’re Making a Difference

• Direct work on varied portfolios of clients through a team of Assistant Managers, Seniors and Trainees
• Plan client work with technical competency in mind; ensuring that colleagues are appropriately matched to clients and that colleagues are provided with the right level of experience to aid their progression
• Manage client expectations
• Assist the heads of department in implementing departmental budgets and new initiatives; sharing technical knowledge via supervisors with seniors and trainees
• Take an active role in the overall development and progression of your department/team
• Ensure clients are satisfied with the service they’re receiving from BKL
• Articulate the direction of the firm as set by the Executive Committee
• Support the development of the team and direct reports, through peer reviews, contribution and quarterly reviews, and other feedback loops.
• Contribute to the building of the department through People processes including recruitment.
• Ensure that the client base is fully informed of any technical updates that may affect their affairs

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

• CTA, but QBE also considered
• All skills of an Assistant Manager
• Experience as a People Leader and a Technical Leader
• Managed a varied portfolio of clients
• Ability to explore possibilities and develop strategies
• Capability to direct and influence people
• Ability to interact with and understand people, and can resolve conflict
• Mindset to seize opportunities and recognise skills and strengths
• Desire to uphold standards

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
• Holiday Entitlement – generous entitlement which increases with promotion

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.

Inclusion, diversity, and talent development are a fundamental aspect of who we are, and we welcome applications from candidates who share and champion these values. You will play an integral part in helping to make BKL a great place to work with a sense of belonging for everyone.

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

If this sounds like the role for you, we’d be delighted to discuss the career you could build at BKL.

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.