At a Glance
- Tasks: Lead a team in providing expert tax advice to private clients and trusts.
- Company: Join Ballards, a fast-growing independent firm with a people-first culture.
- Benefits: Enjoy hybrid working, professional development, and a supportive environment.
- Other info: Opportunity for career growth in a dynamic and innovative firm.
- Why this job: Make a real impact by helping clients navigate complex tax matters.
- Qualifications: Must be CTA, ACA, or ACCA qualified with significant tax experience.
The predicted salary is between 60000 - 75000 £ per year.
Job Description – Senior Tax Manager – Private Client & Trust Services
- Job
- Title: Senior Tax Manager – Private Client & Trust Services (PCTS)
- Hybrid
- Working: 60% Office Based Reporting to: Private Client & Trust Services Partner
- About Ballards
At Ballards, we're more than accountants, we're trusted business advisers, strategic partners, and problem solvers.
Since 1985, we've been helping ambitious businesses, charities, and private clients achieve sustainable growth through expert accountancy, tax, audit, and consultancy services.
Today, with over 150 talented colleagues across the Midlands, we're proud to be one of the region's fastest-growing independent firms.
Our success is built on lasting relationships, exceptional client service, and a collaborative, people-first culture where everyone has the opportunity to make a meaningful impact.
What sets us apart is our integrated approach.
Alongside our market-leading accounting and tax expertise, we provide specialist consultancy in technology transformation, talent strategy, and brand and digital marketing, enabling us to deliver innovative, forward-thinking solutions that help our clients succeed in an ever-changing world.
Joining Ballards means becoming part of a progressive and ambitious firm that invests in its people, encourages innovation, and supports professional development at every stage of your career.
If you're looking to build your future with a firm where your ideas are valued, your development is championed, and your work makes a real difference, we'd love to hear from you.
Role Overview
At Ballards, we believe the best advice starts with truly understanding our clients.
As our next Private Client & Trust Services Senior Manager, you'll build trusted relationships, work closely with Partners and become a recognised adviser to individuals, families and trustees, helping them navigate complex tax matters with confidence.
Leading our specialist Private Client & Trust Services team, you'll combine technical expertise with a proactive, commercial approach, overseeing our compliance offering, delivering high-quality advisory work and helping shape the continued growth of one of the firm's key service lines.
It's an opportunity to make a real impact, both for our clients and for the future of the team.
- Technical Responsibilities
- Lead the Personal and Trust Tax compliance service.
- Review and sign off Personal and Trust Tax Returns.
- Deliver advisory work covering Trusts, Inheritance Tax, CGT, offshore trusts and international tax matters.
- Oversee 60-day CGT Returns, Trust Registration Service, Trust IHT Returns and CRS reporting.
- Liaise with HMRC, clients and professional advisers.
- Manage complex client relationships and risk.
- Leadership & Management
- Lead, coach and develop the Private Client & Trust Services team.
- Manage workflow, WIP, billing, recoveries and utilisation.
- Support recruitment, appraisals and training.
- Drive continuous improvement and quality standards.
- Business Development
- Support the growth of the department through networking and client development.
- Contribute to technical marketing and leadership initiatives.
- Key Performance Indicators
- Utilisation: 70%
- Compliance Recoveries: 80%
- Advisory Recoveries: 100%
Essential Requirements
- CTA, ACA or ACCA qualified (or equivalent experience).
- Significant Private Client Tax and Trust experience.
- Strong technical knowledge of Personal Tax, Trusts, IHT and CGT.
- Previous team leadership experience.
- Commercial awareness and excellent client relationship skills.
Desirable
- International and Offshore Trust experience.
- Business development experience.
- Experience leading advisory projects.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Tax Manager - Private Client in Birmingham
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Ballards LLP, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Senior Tax Manager - Private Client in Birmingham
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Ballards LLP's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Ballards LLP. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Ballards LLP!
How to prepare for a job interview at Ballards LLP
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Ballards LLP.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Ballards LLP. It helps to show our commitment!
