Tax Senior – Owner Managed Business

Job Title: Tax Senior Owner Managed Business (OMB)
Location:Hybrid Working EC4M
Working Hours: Monday to Friday 35-hour week (Flexitime)
Reporting To:Tax Manager

Salary Range: 40000 to 50000

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 weve 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

We are looking for a proactive and technically skilled Senior to join the OMB team. This role is ideal for an individual who is interested in a mixed tax role that understands that compliance work forms the platform for advisory work as the role encompasses both. The ideal candidate would have experience dealing with share schemes (both implementation and planning for them as well as annual reporting) and would look to take ownership of allocated jobs as well as supporting junior team members. Experience with EIS and S/EIS applications and advisory work would be helpful.

How Youll Make a Difference

In this role you will:

• Assist with calculations advice and reporting requirements in respect of:

Share scheme annual reporting (ERS and EMI40 returns).

Share schemes: review qualifying status for tax-advantaged schemes advise on tax implications of providing options to staff/consultants prepare valuations and undertake the relevant compliance requirements;

• Support the OMB team in all areas of compliance and advisory work across all taxes principally share schemes and the Enterprise Investment Scheme but also including income tax capital gains tax and corporation tax.

• Enterprise Investment Scheme: review the qualifying status of companies prepare advance assurances and assist with preparation of the relevant compliance statements;

• Assist as required to prepare tax computations (corporate partnership and personal) advisory memos/reports and associated HMRC filings.

• Assist both clients and colleagues with regards to any ad-hoc tax related queries that they may have

• Communicate with clients and attend client meetings. Prepare notes of meetings and ensure actions are followed up.

• 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 where relevant propose potential solutions.

• Assist with a varied portfolio of clients ensuring deadlines are met and relationships are managed and developed.
• Assist with the preparation of advisory reports and memos;
• Research technical tax issues and explain findings in a clear and concise manner.

Youll Be Ideal for This Role If You Have:

Qualifications:

• ATT completed and CTA underway.

Experience:

• Experience in the majority of areas outlined in the day to day responsibilities

Skills:

• Excellent people skills to maintain client and staff relations
• Excellent writing skills as the role will require the candidate to draft written reports
• Attention to detail
• Positive and pro-active approach with clients and colleagues
• Confidence to act independently.

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

At BKL we live by five core 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 were 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

Weve 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 dont 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:

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.