Compliance Officer
ballardsllp
Full Time
Private Client Tax Senior
ballardsllp· Private Client Tax
About this role
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
Frequently Asked Questions
Is the salary disclosed for the Private Client Tax Senior position at ballardsllp?
The salary for this Private Client Tax Senior role at ballardsllp is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Private Client Tax Senior position at ballardsllp located?
This Private Client Tax Senior role at ballardsllp is based in Droitwich, Worcestershire, United Kingdom, Hybrid. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Private Client Tax Senior role at ballardsllp full-time or part-time?
This is listed as a Full Time position. It is posted as a Private Client Tax Senior role in the Private Client Tax department at ballardsllp.
Which team or department does the Private Client Tax Senior at ballardsllp belong to?
This Private Client Tax Senior position is part of the Private Client Tax department at ballardsllp. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Private Client Tax Senior position at ballardsllp?
Click the "Apply Now" button on this page. You will be redirected to ballardsllp's official application portal hosted on bamboohr where you can submit your application directly.
When was the Private Client Tax Senior job at ballardsllp posted?
This Private Client Tax Senior position at ballardsllp was posted on Apr 29, 2026. Apply as soon as possible — early applications are often reviewed first.
Private Client Tax Senior
ballardsllp
You'll be redirected to ballardsllp's official application page on bamboohr.