Ballards LLP
Senior Tax Manager - Private Client
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Description – Senior Tax Manager – Private Client & Trust Services
Job Title
Senior Tax Manager – Private Client & Trust Services (PCTS)
Location
Worcester or Birmingham
Hours
37.5 hours per week
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.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
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.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills