Ballards LLP

• Managing a portfolio of business and private clients, delivering high-quality tax compliance and advisory work.
• Acting as the main point of contact for your clients, building long-term trusted relationships.
• Supporting colleagues across the Business Services team with technical tax queries.
• Assisting Managers and Senior Managers on advisory assignments.
• Identifying opportunities to provide additional value to clients through proactive advice.
• Planning and managing workloads to ensure deadlines are consistently achieved.
• Delegating work to junior team members while providing coaching, feedback and technical support.
• Reviewing work to ensure accuracy and quality before submission.
• Supporting the development of trainees and junior colleagues through mentoring and knowledge sharing.
• Attending client meetings and working alongside Partners on key accounts.
• Promoting collaboration, inclusion and continuous improvement across the team.

Interim Tax Assistant Manager

Client Partner

• 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
• 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
• Support the growth of the department through networking and client development
• Contribute to technical marketing and leadership initiatives

Senior Tax Manager – Private Client

Consultant

• Leading end-to-end NetSuite implementation projects
• Running client workshops and gathering business requirements
• Configuring NetSuite and delivering tailored ERP solutions
• Managing data migration, integrations, testing and go-live activities
• Delivering user training and supporting change adoption
• Supporting solution design, pre-sales activity and project scoping
• Building trusted relationships with clients and internal stakeholders

NetSuite Consultant

• Managing and growing your own recruitment desk, taking responsibility for achieving financial targets and KPIs
• Winning new business through business development, networking, client meetings and relationship building
• Developing long-term partnerships with new and existing clients
• Using your existing recruitment network alongside headhunting, referrals, LinkedIn and social media to attract candidates
• Managing the full recruitment process from vacancy briefing through to offer management and placement
• Interviewing, shortlisting and preparing candidates for client interviews
• Negotiating offers, salaries and terms between clients and candidates
• Providing market insight and recruitment advice to clients and candidates
• Maintaining accurate CRM records and ensuring compliance with Four Squared Recruitment processes and Terms of Business

Executive Consultant

Recruitment

• Sourcing and engaging candidates through LinkedIn, job boards and networking
• Building talent pipelines for current and future vacancies
• Supporting Recruitment Consultants with live recruitment campaigns
• Screening candidates and coordinating interviews
• Providing an exceptional experience for both candidates and clients
• Researching new markets and supporting business development activity
• Maintaining accurate CRM records and ensuring recruitment compliance
• Working closely with the wider team to deliver outstanding recruitment solutions

Recruitment Associate

Financial Planning and Analysis

• Manage the day-to-day finance function
• Oversee a small team
• Ensure accurate financial reporting
• Maintain strong financial controls and efficient finance operations
• Prepare monthly management accounts, journals and balance sheet reconciliations
• Own the trial balance and support month-end close
• Prepare VAT returns and statutory reporting
• Support budgeting, forecasting and business partnering
• Undertake supplier payments, expenses payments and cash management
• Support payroll compliance and reporting
• Drive process improvements and support finance systems and ERP implementation

Finance Manager

Marketing

• Creating engaging social media content and marketing materials
• Supporting digital marketing, email campaigns and website updates
• Assisting with the planning and delivery of events and sponsorship activities
• Supporting business development campaigns across the firm
• Coordinating marketing requests from colleagues
• Maintaining marketing systems, campaign records and reporting
• Providing day-to-day administrative and project support to the marketing team

Marketing Assistant

Chief Marketing Officer

• Creating engaging content across social media, email marketing and digital platforms
• Writing compelling job adverts, blogs and recruitment marketing campaigns
• Managing LinkedIn, Instagram and other social media channels
• Supporting networking events, client events and brand campaigns
• Delivering targeted email marketing campaigns and newsletters
• Tracking campaign performance and using insights to improve results
• Working with CRM and marketing platforms to support business development
• Collaborating with colleagues across the Ballards Group on exciting marketing initiatives

Marketing Executive

• Deliver an efficient and robust tax return offering for personal and trust clients
• Lead the private client tax team in delivering advisory services
• Oversee ancillary services to the tax return process
• Engage in business development activities to increase department turnover

Private Client Tax Senior Manager

Compliance

• Assist with Client and third-party due diligence processes, including identification checks, verification of beneficial ownership, screening against sanctions and politically exposed persons (PEP) lists, and risk-based file reviews.
• Support ongoing AML monitoring activities, including periodic reviews, trigger event reviews, and maintaining accurate AML and know-your-Client records.
• Escalate unusual activity, incomplete information, or potential financial crime concerns to the Risk and Governance Director in a timely manner.
• Maintain AML registers, case logs, and supporting documentation to ensure records are complete, accurate, and audit ready.
• Support the administration of data privacy processes, including data subject rights requests, breach logging, records of processing activities, retention tracking, and policy updates.
• Assist with the review and maintenance of compliance policies, procedures, templates, and guidance notes relating to AML, financial crime, confidentiality, and data protection.
• Help prepare management information, dashboards, and routine reports on compliance activity, outstanding actions, incidents, and trends.
• Provide support for internal monitoring, file reviews, audits, and compliance testing exercises, including collating evidence and tracking follow-up actions.
• Respond to routine compliance queries from colleagues and direct more complex issues to the Risk and Governance Director.
• Support staff awareness initiatives by helping to coordinate training, reminders, and communications on AML, data privacy and ICEAW Regulatory requirements.
• Liaise with operational teams to ensure compliance actions are completed within required timescales and documented appropriately.
• Undertake general administrative and project support for the wider compliance function as required.

Compliance Officer

Director

• Acting as the quality assurance lead and final sign-off for major client deliverables
• Maintaining delivery standards, governance and best practice across the consulting team
• Overseeing engagement performance, including budgets, timelines and risk management
• Leading and delivering client engagements across digital and technology transformation
• Coaching and developing consultants within the team
• Growing existing client relationships and shaping follow-on engagements
• Supporting proposal development and contributing to winning new work