{"id":864298,"url":"https://alion.io/job/ballardsllp-senior-tax-manager-private-client","title":"Senior Tax Manager - Private Client","company":{"id":670396,"name":"Ballards LLP","domain":"ballardsllp.com","url":"https://alion.io/company/ballardsllp","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"BambooHR","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Birmingham, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":58000,"max_usd":115000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":109},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-08-18T00:00:00Z","employer_posted_date":"2026-10-22","last_verified_at":"2026-11-05T03:58:42Z","board_verified":true,"closed_at":null,"days_open":79,"trust":{"level":"ok","repost_count":1,"flags":[],"days_open":79},"description":"Job Description - Senior Tax Manager - Private Client & Trust Services\nJob Title:Senior Tax Manager - Private Client & Trust Services (PCTS)\nLocation:Droitwich, Worcester or Birmingham - Travel across Ballards sites will be required\nHours:37.5 hours per week (part time candidates will be considered on an individual basis)\nHybrid Working:60% Office Based\nReporting to:Private Client & Trust Services Partner\nAbout Ballards:\nAt Ballards, we're more than accountants, we're trusted business advisers, strategic partners, and problem solvers. Since 1985, we've been helping ambitious businesses, charities, and private clients achieve sustainable growth through expert accountancy, tax, audit, and consultancy services.\nToday, with over 150 talented colleagues across the Midlands, we're proud to be one of the region's fastest-growing independent firms. Our success is built on lasting relationships, exceptional client service, and a collaborative, people-first culture where everyone has the opportunity to make a meaningful impact.\nWhat sets us apart is our integrated approach. Alongside our market-leading accounting and tax expertise, we provide specialist consultancy in technology transformation, talent strategy, and brand and digital marketing, enabling us to deliver innovative, forward-thinking solutions that help our clients succeed in an ever-changing world.\nJoining Ballards means becoming part of a progressive and ambitious firm that invests in its people, encourages innovation, and supports professional development at every stage of your career. If you're looking to build your future with a firm where your ideas are valued, your development is championed, and your work makes a real difference, we'd love to hear from you.\nRole Overview of Senior Tax Manager - Private Client\nAt Ballards, we believe the best advice starts with truly understanding our clients. As our next Private Client & Trust Services Senior Manager, you'll build trusted relationships, work closely with Partners and become a recognised adviser to individuals, families and trustees, helping them navigate complex tax matters with confidence.\nLeading our specialist Private Client & Trust Services team, you'll combine technical expertise with a proactive, commercial approach, overseeing our compliance offering, delivering high-quality advisory work and helping shape the continued growth of one of the firm's key service lines. It's an opportunity to make a real impact, both for our clients and for the future of the team.\nTechnical Responsibilities:\nLead the Personal and Trust Tax compliance service.\nReview and sign off Personal and Trust Tax Returns.\nDeliver advisory work covering Trusts, Inheritance Tax, CGT, offshore trusts and international tax matters.\nOversee 60-day CGT Returns, Trust Registration Service, Trust IHT Returns and CRS reporting.\nLiaise with HMRC, clients and professional advisers.\nManage complex client relationships and risk.\nLeadership & Management:\nLead, coach and develop the Private Client & Trust Services team.\nManage workflow, WIP, billing, recoveries and utilisation.\nSupport recruitment, appraisals and training.\nDrive continuous improvement and quality standards.\nBusiness Development:\nSupport the growth of the department through networking and client development.\nContribute to technical marketing and leadership initiatives.\nKey Performance Indicators:\nUtilisation: 70%\nCompliance Recoveries: 80%\nAdvisory Recoveries: 100%\nEssential Requirements:\nCTA, ACA or ACCA qualified (or equivalent experience).\nSignificant Private Client Tax and Trust experience.\nStrong technical knowledge of Personal Tax, Trusts, IHT and CGT.\nPrevious team leadership experience.\nCommercial awareness and excellent client relationship skills.\nDesirable:\nInternational and Offshore Trust experience.\nBusiness development experience.\nExperience leading advisory projects\nWhy Join Ballards?\nThis is an opportunity to join Ballards at an exciting stage of our growth and play an influential role within our Private Client & Trust Services offering. You'll have the autonomy to lead and develop a specialist team, work closely with Partners and shape how the service continues to evolve, while remaining hands-on with interesting and technically complex client work.\nAs an independent firm, we offer the opportunity to make a visible impact without the layers often found in larger organisations. Your ideas will be heard, you'll have direct access to senior decision-makers and you'll be encouraged to contribute beyond your immediate portfolio - whether that's developing people, improving how we work, building client relationships or helping drive the future growth of the department.\nYou'll also benefit from a collaborative, people-focused culture, hybrid working, ongoing professional development and a competitive salary and benefits package, with genuine scope to continue progressing your career as Ballards grows.","description_format":"text","description_chars":4935,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Hybrid work","Professional development"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Audit & Assurance Firms","Accounting & Bookkeeping Services"],"lifecycle":[{"event":"open","at":"2026-09-13T12:21:33Z"},{"event":"close","at":"2026-10-12T11:25:04Z"},{"event":"reopen","at":"2026-10-22T10:58:13Z"}],"visa":[],"liveness":{"score":15,"band":"cold","label":"Long shot","p_open":1,"p_active":0.542,"p_room":0.28,"age_days":79,"expected_fill_days":36,"reasons":["conf:1","win:tail","crowd:"],"computed_at":"2026-11-05T05:54:30Z"},"pay":null,"html_url":"https://alion.io/job/ballardsllp-senior-tax-manager-private-client","json_url":"https://alion.io/job/ballardsllp-senior-tax-manager-private-client.json","meta":{"generated_at":"2026-11-05T08:39:52Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":11013,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-06T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":670396},"rest":"https://alion.io/mcp/rest/get_company?id=670396"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fballardsllp-senior-tax-manager-private-client"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fballardsllp-senior-tax-manager-private-client"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fballardsllp-senior-tax-manager-private-client"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/ballardsllp-senior-tax-manager-private-client\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fballardsllp-senior-tax-manager-private-client"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":864298}},{"tool":"search_jobs","arguments":{"company":"ballardsllp.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":864298},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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