Private Client Tax

4 weeks ago

Droitwich, United Kingdom Four Squared Recruitment Ltd Full time

Ballards LLP are an award-winning firm of chartered accountants based in Droitwich. With a modern approach to accountancy and a passion for exceptional client service, Ballards provides a wide range of accountancy services across a variety of sectors.

Due to business growth, we currently have a new opportunity for an Assistant Manager to join our Private Client Tax team. With a competitive salary, flexible and hybrid working, and a broad benefits package, this role is an integral part of the Private Client Tax function.

As Private Client Tax Assistant Manager, you will provide personal and trust tax compliance and associated advisory services to a variety of clients. You will also work closely with the Senior Managers, Directors and Partners, providing assistance for both compliance and advisory client work.

About the role:

* Act as the main contact for clients, ensuring they have the information they need and their files are in order.

* Handle the preparation of complex personal tax returns and associated claims.

* Review simple tax returns to ensure accuracy and compliance.

* Assist senior team members with managing client portfolios when needed.

* Attend client meetings to discuss their tax situation and provide updates.

* Deal with HM Revenue and Customs on behalf of clients.

* Manage a small group of clients and maintain relationships.

* Provide guidance on day-to-day tax queries and assist with tax planning.

* Offer assistance to colleagues in other departments when needed

* Encourage a culture of equality and diversity within the workplace.

About you:

* ATT/ CTA qualification, or a similar professional qualification (QBE candidates may also be considered)

* Significant exposure to personal and private client tax in a specialist or mixed role

* Strong communication skills - both verbal and written.

* Experience of working in a client-facing role

* Excellent attention to detail

* Able to prioritise own workload and work to deadlines

* A passion for providing excellent customer service

* Ability to innovate and share ideas

* Demonstrate accuracy in technical work delivered

About the rewards:

* Hybrid and flexible working

* 25 days annual leave, plus bank holidays

* Career progression

* Electric Car scheme

* Cycle to Work Scheme

* Life Assurance

* Group Personal Pension Plan

* Flexible Holiday Purchase Scheme

* Enhanced Family Pay – maternity, paternity, parental, and compassionate leave

* Employee Assistance Programme – 24/7 confidential helpline as well as online support

  • Private Client Tax

    5 days ago

    Droitwich, Worcestershire, United Kingdom Four Squared Full time

    Ballards LLP are an award-winning firm of chartered accountants based in Droitwich. With a modern approach to accountancy and a passion for exceptional client service, Ballards provides a wide range of accountancy services across a variety of sectors. Due to business growth, we currently have a new opportunity for an Assistant Manager to join our Private...

  • Private Client Tax

    4 days ago

    Droitwich, Worcestershire, United Kingdom Four Squared Recruitment Ltd Full time

    Ballards LLP are an award-winning firm of chartered accountants based in Droitwich. With a modern approach to accountancy and a passion for exceptional client service, Ballards provides a wide range of accountancy services across a variety of sectors. Due to business growth, we currently have a new opportunity for an Assistant Manager to join our Private...

  • Private Client Tax Senior

    2 weeks ago

    Droitwich, United Kingdom Ballards LLP Full time

    Ballards LLP are an award-winning firm of chartered accountants based in Droitwich. With a modern approach to accountancy and a passion for technology, Ballards provides a wide range of accountancy services across a variety of sectors. Due to business growth, we currently have a new opportunity for a Private Client Tax Senior to join the firm. With a...

  • Private Client Tax Manager

    5 days ago

    Droitwich, Worcestershire, United Kingdom Telescope Recruitment Ltd Full time

    Do you thrive in providing high-quality tax advice to High Net Worth and Ultra High Net Worth clients? Are you interest in helping to grow this firm's private client tax advisory offering? Do you want to move to an award-winning firm of Accountants to seeyour future career open up?This modern firm with entrepreneurial spirit in abundance and a clear vision...

  • Private Client Tax Assistant Manager

    4 weeks ago

    Droitwich, Worcestershire, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    Location Type Permanent Excellent remuneration and benefits Undertake a mix of ad hoc advisory and high-end compliance work for a top-class client base of HNW and UHNW individuals as well as entrepreneurs, non-doms, international families and family offices. Develop your career working closely with highly respected Private Client Tax Partners, in one...

  • Private Client Tax

    3 weeks ago

    Droitwich, United Kingdom Four Squared Recruitment Ltd Full time

    Ballards LLP are an award-winning firm of chartered accountants based in Droitwich. With a modern approach to accountancy and a passion for exceptional client service, Ballards provides a wide range of accountancy services across a variety of sectors.Due to business growth, we currently have a new opportunity for an Assistant Manager to join our Private...

  • Private Client Tax

    4 weeks ago

    Droitwich, United Kingdom Four Squared Full time

    Ballards LLP are an award-winning firm of chartered accountants based in Droitwich. With a modern approach to accountancy and a passion for exceptional client service, Ballards provides a wide range of accountancy services across a variety of sectors. Due to business growth, we currently have a new opportunity for an Assistant Manager to join our Private...

  • Private Client Tax

    3 weeks ago

    Droitwich, United Kingdom Four Squared Recruitment Ltd Full time

    Ballards LLP are an award-winning firm of chartered accountants based in Droitwich. With a modern approach to accountancy and a passion for exceptional client service, Ballards provides a wide range of accountancy services across a variety of sectors.Due to business growth, we currently have a new opportunity for an Assistant Manager to join our Private...

  • Private Client Tax

    4 weeks ago

    Droitwich, United Kingdom Four Squared Recruitment Ltd Full time

    Ballards LLP are an award-winning firm of chartered accountants based in Droitwich. With a modern approach to accountancy and a passion for exceptional client service, Ballards provides a wide range of accountancy services across a variety of sectors.Due to business growth, we currently have a new opportunity for an Assistant Manager to join our Private...

  • Private Client Tax

    3 weeks ago

    Droitwich, United Kingdom Four Squared Full time

    Ballards LLP are an award-winning firm of chartered accountants based in Droitwich. With a modern approach to accountancy and a passion for exceptional client service, Ballards provides a wide range of accountancy services across a variety of sectors. Due to business growth, we currently have a new opportunity for an Assistant Manager to join our Private...

  • Private Client Tax

    3 weeks ago

    Droitwich, Worcestershire, United Kingdom Four Squared Full time

    Ballards LLP are an award-winning firm of chartered accountants based in Droitwich. With a modern approach to accountancy and a passion for exceptional client service, Ballards provides a wide range of accountancy services across a variety of sectors. Due to business growth, we currently have a new opportunity for an Assistant Manager to join our Private...

  • Private Client Tax Manager

    4 weeks ago

    Droitwich, United Kingdom Telescope Recruitment Ltd Full time

    Do you thrive in providing high-quality tax advice to High Net Worth and Ultra High Net Worth clients? Are you interest in helping to grow this firm’s private client tax advisory offering? Do you want to move to an award-winning firm of Accountants to seeyour future career open up? This modern firm with entrepreneurial spirit in abundance and a clear...

  • Senior Private Client Solicitor

    4 days ago

    Droitwich, Worcestershire, United Kingdom Simpson Judge Full time £30,000 - £50,000

    Private Client Solicitor / Executive Simpson Judge are proud to be assisting a Leading local firm in their search for a Private Client Solicitor to work in their strong and thriving Evesham office. Our client is looking to bring on a Private Client Solicitor to work closely with a ambitious and knowledgeable head of department who will be based predominantly...

  • Claims Specialist

    6 days ago

    Droitwich, United Kingdom HMA Tax Full time

    Job Advert **Role Overview**: HMA Tax, the UK's leading Capital Allowances consultancy, is seeking a dynamic and results-oriented Claims Specialist to join our Worcester office. This is an exciting opportunity for someone with a proven track record in selling tax consultancy services to businesses. HMA Tax is part of the K3 Capital Group of companies, owned...

  • Tax Senior

    5 days ago

    Droitwich, Worcestershire, United Kingdom Clark Wood Full time £40,000

    Personal Tax Senior with ref. WL-15993 | Clark Wood Personal Tax Senior Sector: Tax ,Personal Tax ,Private Client Tax Contract Type: Permanent Contact email: Contact phone: Are you an experienced Private Client and Personal Tax professional looking for a role offering genuine career progression? Situated in Droitwich, Worcestershire, this well-respected...

  • Claims Specialist

    4 days ago

    Droitwich, Worcestershire, United Kingdom HMA Tax Full time

    Job AdvertRole Overview:HMA Tax, the UK's leading Capital Allowances consultancy, is seeking a dynamic and results-oriented Claims Specialist to join our Worcester office. This is an exciting opportunity for someone with a proven track record in selling tax consultancy services to businesses. HMA Tax is part of the K3 Capital Group of companies, owned by Sun...

  • Tax Director

    4 weeks ago

    Droitwich, Worcestershire, United Kingdom Hays Taxation Full time

    Having achieved significant growth in recent years, this modern award-winning accountancy firm based in the West Midlands, has a new opportunity within their successful corporate tax team. This is a technically focussed role advising on predominantly corporate projects which will often include reorganisations, business sales, EMI and other share scheme...

  • Tax Director

    4 weeks ago

    Droitwich, Worcestershire, United Kingdom Hays Taxation Full time

    Having achieved significant growth in recent years, this modern award-winning accountancy firm based in the West Midlands, has a new opportunity within their successful corporate tax team. This is a technically focussed role advising on predominantly corporate projects which will often include reorganisations, business sales, EMI and other share scheme...

  • Private Client Senior Advisor

    4 days ago

    Droitwich, Worcestershire, United Kingdom Michael Page Finance Full time

    Working on a variety of clients in different sectors and turnover levels, you will focus on establishing relationships with key stakeholders and clients. Your main tasks will be personal tax compliance, with the chance to get involved in tax advisory projects, if you're interested. Client Details: A prominent employer in the industry and the region,...

  • Personal Tax Senior

    4 days ago

    Droitwich, Worcestershire, United Kingdom Clark Wood Full time £40,000

    Personal Tax Senior with ref. WL-15993 | Clark Wood Personal Tax Senior Location Droitwich Sector: Tax ,Personal Tax ,Private Client Tax Contract Type: Permanent Salary: £40,000+ Contact: Will Langdon Contact email: - Contact phone: Published: 1 day ago Expiry date: Consultant: Will Langdon Are you an experienced Private Client and Personal...