Primary Purpose of Role
The primary responsibility of this role will be to provide tax compliance services to a mix of clients and gain greater exposure to advisory and consultancy work deal with all matters relating to the management of a portfolio of clients. This role will also provide assistance to the managers and partners in both compliance and advisory client work.
Key Duties:
- Managing your own portfolio of clients, being the main point of contact for all queries.
- Preparation of and peer reviewing personal self-assessment tax returns and associated accounts and claims
- Dealing with HMRC enquiries, penalty notices etc.
- Advising on day-to-day tax queries such as PAYE codes, tax efficient company cars etc.
- Supporting the managers and partners with tax planning for individuals.
- Preparation of GP Type 1 and Type 2 superannuation certificates and assisting with queries from PCSE throughout the year.
- Coach and mentor junior members of the team to ensure compliance and service delivery, providing technical assistance to other team members where needed.
- Encourage equality and diversity amongst teams.
Skills and Experience
- Excellent verbal and written communication skills with internal and external stakeholders
- 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
- ATT or qualified by experience
Skills Required
- Excellent verbal and written communication skills
- Interpersonal relationship building
- Excellent attention to detail
- Analytical outlook
- Effective time management
- ATT qualification or equivalent experience
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.
