Primary Purpose of Role
The primary responsibility of this role will be to provide personal, trust and estate tax compliance and associated advisory services to a mix of clients. Also, provide assistance to the Senior Manager / Director / Partners in both compliance and advisory client work.
Key Duties:
- Main point of contact for clients to obtain relevant facts to process the client file.
- Preparation of and reviewing personal self-assessment tax returns and claims for HNW individuals, trusts and estates. (Preparation will be mainly for more complex returns and reviewing will be mainly for more basic returns).
- Preparation and submission of Capital Gains Tax / Income / Inheritance tax reporting forms.
- Dealing with HMRC enquiries, penalty notices etc.
- Liaising with clients and building and maintaining relationships.
- Advising on day to day tax queries from clients.
- Supporting more senior staff in the Private Client Tax department with tax planning, including preparing IHT/CGT computations, wealth schedules and packs for advisory meetings.
- Supporting more senior staff in the Private Client Tax department with processes and efficiencies.
- Coach and mentor junior members of the team to ensure compliance and service delivery.
- Encourage equality and diversity amongst teams.
Knowledge, Skills & Experience
- Experience of working with client compliance work
- Preparing tax within accountancy practice
- Excellent verbal and written communication skills with internal and external people
- Interpersonal relationship building
- Excellent attention to detail
- Analytical outlook, questioning where needed
- Able to prioritise own workload
- Can work to deadlines
- Effective time management
- Is comfortable working independently
- Can show accuracy in technical work delivered
- Can work and adapt work around technology
- Can demonstrate an ability to innovate and share ideas
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.
