Senior Tax Manager – Private Client

Ballards LLP

Senior Tax Manager leading the Private Client & Trust Services team at Ballards. Overseeing tax compliance and advisory work while developing client relationships.

Posted 7/8/2026full-timeBirmingham • 🇬🇧 United KingdomSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Personal and Trust Tax compliance, with a strong focus on managing complex client relationships and leading a team. Proficient in delivering advisory services related to Trusts, Inheritance Tax, and Capital Gains Tax while ensuring high-quality standards and continuous improvement.

Highest-signal resume keywords

CTA, ACA Or ACCA QualifiedPrivate Client Tax ExperienceTrusts And Inheritance Tax KnowledgeTeam Leadership ExperienceClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Personal Tax ComplianceTrust Tax ComplianceCapital Gains Tax (CGT)Trust Registration ServiceCRS ReportingAdvisory WorkRisk ManagementWorkflow ManagementBilling ManagementContinuous Improvement

Soft Skills

CoachingClient DevelopmentNetworkingCommercial AwarenessExcellent Communication

Certifications & Qualifications

CTAACAACCA

Industry Keywords

Personal TaxTrustsInheritance Tax (IHT)Capital Gains Tax (CGT)HMRC LiaisonPrivate Client ServicesTechnical MarketingQuality Standards

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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.

Benefits

Comp & perks

Hybrid Working: 60% Office Based
Professional development opportunities