Teams at Ballards LLP

Leads the Private Client and Trust Services team, overseeing personal and trust tax compliance, reviewing returns, and delivering advice on trusts, inheritance tax, capital gains tax, offshore trusts, and international matters. Manages client relationships, HMRC liaison, workflow, billing, quality, recruitment, coaching, and team development. Supports business development, technical marketing, and department growth while maintaining strong utilisation and recovery performance.

Leads financial due diligence engagements from planning through completion, overseeing analysis, reporting, client relationships, project delivery, and quality standards. Manages multiple transactions, mentors junior team members, supports business development, and contributes to corporate finance and lead advisory assignments, particularly across healthcare, education, and childcare sectors.

Supports statutory external audits for UK clients, including planning, fieldwork, testing, documentation, risk identification, evidence gathering, financial information review, and completion procedures. The role involves client communication, workload management, maintaining accurate working papers, attending client sites and stocktakes, supporting audit seniors and managers, and progressing toward ACA, ACCA, or an equivalent professional accountancy qualification.