Private Client Tax Senior

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  "source_hash": "1e42c4c0433c5c84c70c3e5b6ced8b083778ad0daa03da21889c847bf59da119",
  "last_changed_at": "2026-05-30T06:09:45.598Z",
  "active_status": "active"
}

{
  "language": "en",
  "location": {
    "raw": "Droitwich, Worcestershire, WR90QH, United Kingdom",
    "city": "Droitwich",
    "region": "Worcestershire",
    "country": null,
    "is_remote": false,
    "confidence": 0.8
  },
  "salary_max": null,
  "salary_min": null,
  "inferred_at": "2026-06-18T10:35:31.608Z",
  "launch_scope": {
    "reason": "bamboohr_production_catalog",
    "included": true,
    "location": {
      "raw": "Droitwich, Worcestershire, WR90QH, United Kingdom",
      "city": "Droitwich",
      "region": "Worcestershire",
      "country": null,
      "is_remote": false,
      "confidence": 0.8
    },
    "countries": []
  },
  "remote_policy": null,
  "salary_period": null,
  "workplace_type": null,
  "salary_currency": null
}

{}

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  "list_job": {
    "id": "174",
    "isRemote": null,
    "location": {
      "city": "Droitwich",
      "state": "Worcestershire"
    },
    "atsLocation": {
      "city": null,
      "state": null,
      "country": null,
      "province": null
    },
    "departmentId": "18761",
    "locationType": "2",
    "jobOpeningName": "Private Client Tax Senior",
    "departmentLabel": "Private Client Tax",
    "employmentStatusLabel": "Full-Time"
  },
  "detail_errors": [],
  "detail_job_opening": {
    "location": {
      "city": "Droitwich",
      "state": "Worcestershire",
      "postalCode": "WR90QH",
      "addressCountry": "United Kingdom"
    },
    "datePosted": "2026-04-29",
    "atsLocation": {
      "city": null,
      "state": null,
      "country": null,
      "countryId": null
    },
    "description": "<p><span style=\"font-family: arial, helvetica, sans-serif; font-weight: bold\">Primary Purpose of Role</span><br></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif\">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.</span></p>\n<p><br></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-weight: bold\">Key Duties:</span></p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Main point of contact for clients to obtain relevant facts to process the client file.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">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).</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Preparation and submission of Capital Gains Tax / Income / Inheritance tax reporting forms.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Dealing with HMRC enquiries, penalty notices etc.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Liaising with clients and building and maintaining relationships.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Advising on day to day tax queries from clients.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">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.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Supporting more senior staff in the Private Client Tax department with processes and efficiencies.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Coach and mentor junior members of the team to ensure compliance and service delivery.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Encourage equality and diversity amongst teams.</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-weight: bold\">Knowledge, Skills &amp; Experience</span></p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Experience of working with client compliance work</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Preparing tax within accountancy practice</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Excellent verbal and written communication skills with internal and external people</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Interpersonal relationship building</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Excellent attention to detail</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Analytical outlook, questioning where needed</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Able to prioritise own workload</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Can work to deadlines</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Effective time management</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Is comfortable working independently</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Can show accuracy in technical work delivered</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Can work and adapt work around technology</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Can demonstrate an ability to innovate and share ideas</span><br><br></li>\n</ul>",
    "compensation": null,
    "departmentId": "18761",
    "locationType": "2",
    "seekPromoted": false,
    "jobCategoryId": null,
    "jobOpeningName": "Private Client Tax Senior",
    "departmentLabel": "Private Client Tax",
    "jobOpeningStatus": "Open",
    "minimumExperience": null,
    "jobOpeningShareUrl": "https://ballardsllp.bamboohr.com/careers/174",
    "employmentStatusLabel": "Full-Time"
  }
}