Teams at Ballards LLP

Manage a portfolio of personal tax clients, overseeing self-assessment returns, capital gains tax returns, MTD submissions, accounts, computations, and HMRC correspondence. Build client relationships, resolve tax queries, support GP and medical-sector clients, contribute to tax planning, and peer review work. The role also involves supporting junior colleagues and developing technical expertise within a growing accountancy practice.

Manage a portfolio of owner-managed business clients within an outsourced accounts team. Responsibilities include preparing management accounts, month-end journals, VAT returns, bookkeeping, reconciliations, and payroll-related accounting information. The role requires managing competing deadlines, maintaining client relationships, resolving queries, supporting Xero users, and providing training. The Client Lead will proactively manage expectations, coordinate client information, and support or review junior colleagues.

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.