Senior Private Client Tax

Ballards LLP

Providing personal, trust and estate tax compliance and associated advisory services to clients. Supporting senior staff in compliance and advisory client work while mentoring junior team members.

Posted 5/2/2026full-timeDroitwich • 🇬🇧 United KingdomSeniorWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Experience of working with client compliance work
Preparing tax within accountancy practice
Excellent verbal and written communication skills with internal and external people
Interpersonal relationship building
Excellent attention to detail
Analytical outlook, questioning where needed
Able to prioritise own workload
Can work to deadlines
Effective time management
Is comfortable working independently
Can show accuracy in technical work delivered
Can work and adapt work around technology
Can demonstrate an ability to innovate and share ideas

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Ballards LLP Website LinkedIn All Job Openings 51 - 200 employees Founded 1985 🤝 B2B 💸 Finance B2B
Finance Ballards LLP is a Midlands-based accountancy and business advisory firm with about 40 years of experience, providing partner-led tax, audit, accountancy, corporate finance and broader consultancy services. The firm helps SMEs, owner-managed businesses, larger corporate enterprises, private individuals, third-sector organisations, medical practices and international clients with outsourced finance, compliance, digital transformation, financial planning and transaction advisory. Ballards focuses on delivering practical, sector-specific advice to create clarity, confidence and sustainable growth for its clients. Senior Private Client Tax 🔥 50 minutes ago 🏢🏡 Droitwich – Hybrid ⏰ Full Time 🟠 Senior 💰 Tax Apply Now Find Hiring Managers Customize resume for this job Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
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 🎯 Requirements
Experience of working with client compliance work
Preparing tax within accountancy practice
Excellent verbal and written communication skills with internal and external people
Interpersonal relationship building
Excellent attention to detail
Analytical outlook, questioning where needed
Able to prioritise own workload
Can work to deadlines
Effective time management
Is comfortable working independently
Can show accuracy in technical work delivered
Can work and adapt work around technology
Can demonstrate an ability to innovate and share ideas Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

preparation of personal self-assessment tax returnsCapital Gains Tax reportingIncome tax reportingInheritance tax reportingtax planningIHT computationsCGT computationswealth schedulescompliance worktax preparation

Soft Skills

verbal communicationwritten communicationinterpersonal relationship buildingattention to detailanalytical thinkingtime managementindependenceaccuracyinnovationmentoring