Ballards LLP

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

Director of Technology Consulting

• Main point of contact for clients to obtain relevant facts to process the client file
• Preparation of and reviewing personal self-assessment tax returns and claims for HNW individuals, trusts and estates
• Preparation and submission of Capital Gains Tax / Income / Inheritance tax reporting forms
• Dealing with HMRC enquiries, penalty notices etc
• Liaising with clients and building and maintaining relationships
• Advising on day to day tax queries from clients
• Supporting more senior staff in the Private Client Tax department with tax planning, including preparing IHT/CGT computations, wealth schedules and packs for advisory meetings
• Supporting more senior staff in the Private Client Tax department with processes and efficiencies
• Coach and mentor junior members of the team to ensure compliance and service delivery
• Encourage equality and diversity amongst teams

Senior Private Client Tax

• Provide tax compliance services to a mix of clients
• Manage a portfolio of clients
• Preparation of personal self-assessment tax returns and associated accounts
• Dealing with HMRC enquiries and penalty notices
• Advising on day-to-day tax queries
• Supporting tax planning for individuals
• Preparation of GP Type 1 and Type 2 superannuation certificates
• Coach and mentor junior members of the team
• Encourage equality and diversity amongst teams

Director of Technology Consulting

Senior Private Client Tax

Senior Tax