Tax Partner

Phil Waller

I joined Ballards as Tax Partner in 2017, bringing extensive tax expertise to the firm. I'm qualified as FCA, CTA and ATT, giving me comprehensive credentials across accounting and taxation disciplines.

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Core expertise:
  • Third Sector Consultancy

Qualifications:
  • FCA
  • CTA
  • ATT

About

My responsibilities now are principally around the firm's not-for-profit client base.  Career highlights include securing the largest tax reclaim for a commercial client of approximately £1.5 million and achieving a £500,000 reclaim for a social housing entity - results that demonstrate the value of thorough tax planning and compliance review.

My approach to helping clients centres on gaining their trust and respect through reliable, expert advice. I believe in building strong professional relationships where clients feel confident in the guidance they receive and know they can depend on our expertise.

Ballards attracts me because it's a dynamic, growing firm that values both technical excellence and strong client relationships. The collaborative environment allows us to deliver sophisticated tax solutions whilst maintaining the personal service that clients appreciate.

I bring specialist expertise in housing and the not-for-profit sector, overseeing complex tax matters to deliver comprehensive, well-rounded advice for third-sector organisations.

Phil Waller
Work with
Phil Waller
for clear, responsive support.

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Let’s start the conversation today. Whether you have a question, need expert advice, or want to explore how we can support your business, our team is here to help.

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COMMUNITY IMPACT NEWs

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Third Sector Consultancy

COMMUNITY IMPACT NEWs

Our impact stories

April 16, 2025
Publication

What retail businesses often miss about tax

Retail is fast, competitive, and constantly shifting. That’s why your tax strategy needs to do more than keep you compliant it needs to keep you one step ahead.

Learn more

April 16, 2025
Publication

What retail businesses often miss about tax

Retail is fast, competitive, and constantly shifting. That’s why your tax strategy needs to do more than keep you compliant it needs to keep you one step ahead.

Learn more

April 16, 2025
Publication

What retail businesses often miss about tax

Retail is fast, competitive, and constantly shifting. That’s why your tax strategy needs to do more than keep you compliant it needs to keep you one step ahead.

Learn more

April 16, 2025
Publication

What retail businesses often miss about tax

Retail is fast, competitive, and constantly shifting. That’s why your tax strategy needs to do more than keep you compliant it needs to keep you one step ahead.

Learn more

April 16, 2025
Publication

What retail businesses often miss about tax

Retail is fast, competitive, and constantly shifting. That’s why your tax strategy needs to do more than keep you compliant it needs to keep you one step ahead.

Learn more

April 16, 2025
Publication

What retail businesses often miss about tax

Retail is fast, competitive, and constantly shifting. That’s why your tax strategy needs to do more than keep you compliant it needs to keep you one step ahead.

Learn more