Senior Private Client & Trust Tax Manager in Birmingham

Senior Private Client & Trust Tax Manager in Birmingham

Birmingham Full-Time 59400 - 72600 £ / year (est.) Hybrid
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At a Glance

  • Tasks: Lead a dedicated team in managing personal and trust tax advisory work.
  • Company: Join Ballards LLP, a leading firm with a focus on exceptional client service.
  • Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional growth.
  • Other info: Dynamic role with travel between Droitwich, Worcester, and Birmingham.
  • Why this job: Make a real impact by supporting clients and delivering exceptional tax services.
  • Qualifications: Must have ACA/CTA/ACCA or equivalent and substantial Private Client Tax experience.

The predicted salary is between 59400 - 72600 £ per year.

Ballards LLP is recruiting a Senior Tax Manager for Private Client & Trust Services to lead a dedicated team across Droitwich, Worcester or Birmingham with hybrid working, and travel between Ballards sites as required.

You will manage personal and trust tax advisory work, compliance, and client relationships, supporting growth and exceptional service delivery.

The role requires ACA/CTA/ACCA or equivalent, substantial Private Client Tax and Trust experience, and strong leadership and commercial skills.

Senior Private Client & Trust Tax Manager in Birmingham employer: Ballards LLP

At Ballards LLP, we pride ourselves on being an excellent employer by fostering a collaborative and people-first culture that prioritises professional development. Our commitment to employee growth is evident through our support for funded AAT Level 4 and future ACCA progression, making this an ideal environment for Finance Associates looking to advance their careers while enjoying a balanced work-life in the vibrant locations of Worcester or Droitwich.

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Contact Details:

Ballards LLP Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior Private Client & Trust Tax Manager in Birmingham

✨Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

✨Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

✨Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

✨Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Ballards LLP. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Senior Private Client & Trust Tax Manager in Birmingham

Personal Tax Advisory
Trust Tax Advisory
Compliance Management
Client Relationship Management
Leadership Skills
Commercial Awareness
ACA Qualification

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ballards LLP.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Ballards LLP's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Ballards LLP

✨Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ballards LLP.

✨Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

✨Show Your Passion for Finance

Since this is a full-time position, employers at Ballards LLP will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

✨Network with Industry Professionals

Before your interview, reach out to current or former Ballards LLP employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.