Tax Senior - Business Services

Build client relationships. Own your portfolio. Develop your tax career.

Droitwich & Worcester

Business Services – Tax

ATT / part-ATT qualified, or qualified by experience with relevant practice experience

If you have experience in personal tax and are ready to take greater ownership of your own client portfolio, this is an opportunity to develop your career within a growing, progressive accountancy firm.

At Ballards, you’ll join our Business Services Tax team and manage a varied portfolio of personal tax clients, including landlords, sole traders, GP partners and other medical-sector clients. You’ll take ownership of personal tax compliance from end to end, build trusted relationships with your clients and continue developing your technical expertise alongside an experienced and supportive team.

• Manage your own portfolio of personal tax clients and take ownership of day-to-day client relationships.
• Prepare and peer review self-assessment tax returns, associated accounts, claims and supporting computations.
• Prepare capital gains tax returns and quarterly Making Tax Digital (MTD) returns.
• Work directly with clients to obtain information, resolve queries and keep their tax affairs on track.
• Support GP and medical-sector clients, including the preparation of Type 1 and Type 2 superannuation certificates.
• Deal with HMRC enquiries, penalty notices and routine correspondence.
• Support clients with day-to-day tax queries.
• Work alongside the wider Business Services team and support tax planning and advisory work where appropriate.
• Share your knowledge and support more junior colleagues as your experience develops.

You’ll already have experience in personal tax within accountancy practice and be comfortable taking responsibility for client compliance work.

You may be ATT qualified, part-qualified or qualified by experience, qualification status isn’t the only thing we’ll consider. We’re equally interested in your practical experience, technical grounding and appetite to continue developing.

You’ll bring strong attention to detail, good organisation and the confidence to communicate directly with clients and manage competing deadlines. Experience with medical-sector clients, capital gains tax returns or Digita would be useful, but isn’t essential.

• Ownership of a varied personal tax portfolio.
• Exposure to an interesting client base across a range of sectors.
• The opportunity to broaden your experience beyond compliance and develop greater exposure to tax planning and advisory work.
• Ongoing technical and professional development.
• A collaborative environment where you can learn from experienced colleagues and contribute your own ideas.
• Competitive salary and benefits package.
• A growing firm with genuine opportunities to develop your career.

At Ballards, we’re more than accountants, we’re trusted business advisers, strategic partners and problem solvers. With more than 150 colleagues across the Midlands, we combine the expertise and opportunities of a growing multidisciplinary firm with collaborative teams where people can make a genuine impact. If you’re looking for a personal tax role where you can take ownership, build long‑term client relationships and continue developing your technical expertise, we’d love to hear from you.