Graduate - Private Client Tax

Ballards LLP; Birmingham; Hybrid; GBP 28,000 - 34,000; Full time

Benefits offered by this job

Fully funded training

Real client experience

Mentoring

Hybrid working

25 days holiday

Pension

Life assurance

Employee Assistance Programme

Electric Car

Cycle to Work

Job summary

Ballards is offering a graduate Private Client Tax Associate role for 2027. Worcester / Birmingham with a three-year funded training contract and hybrid working.

You’ll learn personal tax implications for individuals, families and trusts, and work with real clients from day one while studying toward professional tax qualification. You don’t need prior tax experience; a 2:1 degree in any discipline and strong communication, attention to detail and people skills are valued.

Qualifications

• Minimum 2:1 degree in any discipline.
• No prior tax experience required.
• Interest in tax and advisory work.

Responsibilities

• Work on live Private Client Tax matters for individuals and trusts.
• Assist in preparing personal Self Assessment tax returns and computations.
• Build knowledge of Income Tax, CGT and Inheritance Tax with support.
• Interact with clients to gather information and develop relationships.
• Support compliance and advisory work while training.

Skills

Curious

Analytical

Attention to detail

Strong communication

Ownership of development

Education

2:1 Degree

Job description

Ballards

TAX | AUDIT |CONSULTANCY

Graduate Private Client Tax Associate - 2027

Understand people. Solve tax problems. Build your career.

Location

Worcester / Birmingham

Programme

Three-year Graduate Programme

Qualification

Fully funded professional tax training contract

If you’re curious about how tax shapes important financial decisions, Private Client Tax gives you the chance to build specialist knowledge while working directly with people.

At Ballards, you’ll work with real clients from day one, learning how personal tax affects individuals, families, business owners and trusts. You’ll build the technical and relationship skills to support personal tax compliance, understand Capital Gains Tax and Inheritance Tax, and contribute to advisory work, all while working towards your professional tax qualification.

What you’ll do:

• Work on live Private Client Tax matters for a varied portfolio of clients, including individuals and trusts.
• Learn how to prepare personal Self Assessment tax returns and the supporting information and computations behind them.
• Build your knowledge of areas including Income Tax, Capital Gains Tax and Inheritance Tax, with support from experienced colleagues.
• Work directly with clients, helping to gather information, respond to queries and build professional relationships from the start.
• Support senior colleagues with compliance and advisory work, developing the technical judgement and client skills needed to become a trusted tax adviser.

What you’ll get:

• Fully funded professional tax training and study support
• Real client experience from day one
• Mentoring, feedback and structured career development
• Flexible hybrid working
• 25 days’ holiday plus bank holidays
• Pension, life assurance and Employee Assistance Programme
• Electric Car and Cycle to Work schemes

Who we’re looking for:

You don’t need previous tax experience. We’re looking for graduates who are curious, analytical, comfortable working with people and ready to learn.

You’ll be working towards, or have recently achieved, a minimum 2:1 degree in any discipline. You’ll bring strong attention to detail, good communication skills and the confidence to ask questions, work accurately and take ownership of your development.

It’s about who you become along the way.

You’ll join a supportive, collaborative environment where your ideas are valued, your development is guided and your responsibility grows with you.

Ready to move your career forward?

If you want a graduate role where you can gain real-world experience, become professionally qualified and build specialist expertise that helps people navigate important financial decisions, we’d love to hear from you.