Graduate - Private Client Tax

Posted 21 Days Ago
Be an Early Applicant
Birmingham, West Midlands, England, GBR
Hybrid
Entry level
Fintech • Software • Consulting
The Role
Join Ballards’ three-year graduate programme supporting private client tax matters for individuals and trusts. Prepare Self Assessment returns, learn Income Tax, Capital Gains Tax and Inheritance Tax, assist with compliance and advisory work, and build client relationships. The role includes fully funded professional tax training, mentoring, hybrid working and structured career development toward becoming a qualified tax adviser.
Summary Generated by Built In

Ballards

 TAX  |  AUDIT  |CONSULTANCY

 

Graduate Private Client Tax Associate - 2027

Understand people. Solve tax problems. Build your career.


Location

Worcester / Birmingham

Programme

Three-year Graduate Programme

Qualification

Fully funded professional tax training contract

 

If you’re curious about how tax shapes important financial decisions, Private Client Tax gives you the chance to build specialist knowledge while working directly with people.

At Ballards, you’ll work with real clients from day one, learning how personal tax affects individuals, families, business owners and trusts. You’ll build the technical and relationship skills to support personal tax compliance, understand Capital Gains Tax and Inheritance Tax, and contribute to advisory work, all while working towards your professional tax qualification.

What you’ll do:

  • Work on live Private Client Tax matters for a varied portfolio of clients, including individuals and trusts.
  • Learn how to prepare personal Self Assessment tax returns and the supporting information and computations behind them.
  • Build your knowledge of areas including Income Tax, Capital Gains Tax and Inheritance Tax, with support from experienced colleagues.
  • Work directly with clients, helping to gather information, respond to queries and build professional relationships from the start.
  • Support senior colleagues with compliance and advisory work, developing the technical judgement and client skills needed to become a trusted tax adviser.

What you’ll get: 

  • Fully funded professional tax training and study support
  • Real client experience from day one
  • Mentoring, feedback and structured career development
  • Flexible hybrid working
  • 25 days’ holiday plus bank holidays
  • Pension, life assurance and Employee Assistance Programme
  • Electric Car and Cycle to Work schemes

Who we’re looking for:

You don’t need previous tax experience. We’re looking for graduates who are curious, analytical, comfortable working with people and ready to learn.

You’ll be working towards, or have recently achieved, a minimum 2:1 degree in any discipline. You’ll bring strong attention to detail, good communication skills and the confidence to ask questions, work accurately and take ownership of your development.

It’s about who you become along the way.

You’ll join a supportive, collaborative environment where your ideas are valued, your development is guided and your responsibility grows with you.

Ready to move your career forward?

If you want a graduate role where you can gain real-world experience, become professionally qualified and build specialist expertise that helps people navigate important financial decisions, we’d love to hear from you.

Apply for the Ballards Graduate Private Client Tax Programme 2027.

Skills Required

  • Working toward or recently achieved a minimum 2:1 degree in any discipline
  • Strong attention to detail
  • Good communication skills
  • Confidence working with people and asking questions
  • Ability to work accurately and take ownership of development
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The Company
HQ: Birmingham
154 Employees
Year Founded: 1985

What We Do

Ballards LLP: Innovative Accountancy and Business Advisory Ballards LLP is a forward-thinking accountancy and business advisory firm with a rich history of delivering value to our clients. Established in 1985, we've grown from a local practice to a significant player in the professional services landscape, now serving OMBs and large corporates across the UK and internationally. At Ballards, we offer a unique blend of traditional accountancy services and innovative business solutions. Our expertise spans audit, tax, and compliance, complemented by specialist advisory services in IT consulting, recruitment, brand and marketing, and strategy. We pride ourselves on our agile approach, combining the stability and expertise our clients expect with the innovative thinking that sets us apart. Our team of professionals is dedicated to providing personalised, value-driven solutions that help our clients navigate complex financial landscapes and achieve their business goals. As we look to the future, we're committed to expanding our geographical reach, enhancing our service offerings, and continuing to be a trusted partner to businesses across the UK.

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