Job Description – Senior Tax Manager – Private Client & Trust Services
Job Title: Senior Tax Manager – Private Client & Trust Services (PCTS)
Location: Droitwich, Worcester or Birmingham - Travel across Ballards sites will be required
Hours: 37.5 hours per week (part time candidates will be considered on an individual basis)
Hybrid Working: 60% Office Based
Reporting to: Private Client & Trust Services Partner
About Ballards:
At 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.
Today, 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.
What 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.
Joining 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.
Role Overview of Senior Tax Manager - Private Client
At 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.
Leading 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.
Technical Responsibilities:
Leadership & Management:
Business Development:
Key Performance Indicators:
Essential Requirements:
Desirable:
Why Join Ballards?
This 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.
As 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.
You'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.
Ballards LLP is an integrated advisory firm with offices in Birmingham, Worcestershire, and London, helping businesses and private client make faster, better-informed decisions.
We've grown well beyond traditional accountancy. Today, our expertise spans audit, tax, and compliance, alongside specialist advisory services in technology, recruitment, and brand & digital marketing, all working together under one roof, for you.
Our partner-led approach means clients get senior expertise, genuine responsiveness, and a team that truly understands their world. We serve owner-managed businesses and large corporates across the UK and internationally, bringing the kind of insight and agility that makes a real difference.
We don't just crunch the numbers. We help you see further, move faster, and act with confidence, whatever stage your business is at.
As a member of AGN International, we are well placed to support businesses with cross-border needs, connecting clients to trusted advisors across the globe.
