Tax Director for Private Clients
3 days ago
We are seeking an experienced Associate Director to join our Private Client Tax team at Ballards LLP. As a key member of our team, you will play a crucial role in driving the growth and development of our department.
Key Responsibilities- Manage a portfolio of high-net-worth clients, providing expert tax advice and ensuring compliance with confidence.
- Build strong relationships with clients, becoming their trusted advisor through regular communication and support.
- Provide day-to-day tax advice, addressing client tax queries and offering practical solutions to their everyday challenges.
- Expand your portfolio by nurturing leads from the firm and generating your own through networking and referrals.
- Review and manage personal tax returns and compliance tasks for high-net-worth individuals and trusts.
- Resolve HMRC issues, enquiries and penalties with efficiency, ensuring smooth outcomes for your clients.
- Assist senior team members on complex tax planning and wealth structuring, contributing to high-impact client strategies.
- Provide specialised tax expertise to support corporate and business services teams across the firm.
- Mentor junior team members, helping them to deliver high-quality service and stay compliant.
- Promote an inclusive, collaborative environment that champions equality and diversity within the team.
We are looking for an experienced professional with a strong background in personal and private client tax. You will have:
- 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
We offer a range of benefits to support your career and well-being, including:
- 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
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