Private Client Compliance Tax Assistant Manager/Manager

Description

DISCOVER YOUR POTENTIAL. BUILD YOUR CAREER. JOIN US AT AAB.

AAB is a leading professional services firm operating across the UK, Ireland, and the USA. We specialise in the mid-market, supporting individuals, family businesses, and organisations with a full suite of services including audit, tax, corporate finance, payroll, people consultancy, and wealth management. With 1,000+ team members, we deliver expert support to clients all over the world.

EVERYONE HAS THE AABILITY TO SUCCEED- WE’LL HELP YOU GET THERE.

Our people are at the heart of everything we do. We succeed together as one team, building strong client relationships through passion, empathy, and straightforward advice. That’s what makes AAB different. We invest in brilliant talent across every area of the business, offering tailored training, professional qualifications, and continuous support to help you grow.

Your growth matters to us. We’ll give you the tools, encouragement, and opportunities to lead, learn, and make an impact. Guided by our six core values, we foster a culture where collaboration, trust, and enthusiasm thrive.

AABSOLUTELY DEDICATED TO HELPING YOU ACHIEVE YOUR GOALS

At AAB, your career is what you make it. We are here to help you turn ambition into action, whether that’s becoming a technical expert, a future leader, or someone who simply makes a difference every day. If you're ready to be part of a team that’s united by purpose and driven by values, we’d love to hear from you.

ESG COMMITTMENT

We take our responsibility seriously. From reducing our environmental impact, to supporting education through training and talent programmes, to giving back to our local communities with our charitable initiative ABBIE- ESG is part of who we are.

ROLE PURPOSE

Key duties & responsibilities:

Manage a portfolio of private client tax compliance clients, acting as the primary point of contact.

Ensure completion of MTD quarterly reporting, Final Declarations, Self-Assessment Tax Returns, Trust Accounts and related compliance work within statutory deadlines.

Manage portfolio financial performance, including WIP, billing, fee reviews and proposals for new work.

Identify opportunities to provide additional services and cross-sell across the wider AAB Group.

Prepare and deliver ad-hoc advisory work, including:

Capital Gains Tax calculations and reporting

Trust registrations

Remuneration planning

Other private client tax matters

Work closely with colleagues across Tax Advisory and other business units to deliver integrated client solutions.

Review work prepared by junior team members and provide technical guidance.

Support, mentor and develop more junior colleagues.

Contribute to the adoption of new technologies and continuous improvement initiatives.

For Manager level applicants, take a leading role in developing client relationships, winning new business and contributing to team growth.

Experience & qualifications

Essential

CTA, ATT, CA, STEP or another relevant professional qualification, or equivalent qualified by experience.

Experience managing a private client tax compliance portfolio.

Strong client relationship and communication skills.

Ability to undertake technical research and provide practical solutions.

Experience reviewing work and supporting junior team members.

Proactive and commercially minded approach.

Demonstrable experience operating at Assistant Manager level or above.

Proven ability to manage client relationships and identify business development opportunities.

Experience leading, coaching and developing junior team members.

Desirable

Experience using CCH Personal Tax and related applications.

Strong Excel and Microsoft Office skills.

Experience working with trusts, estates and wider private client tax matters.

WHAT AAB OFFER

We want you to feel supported inside and outside of work. That’s why we offer a benefits package designed for your wellbeing, lifestyle, and career.

Time Off & Family Support

Annual leave (plus public holidays), with the option to buy or carry over leave

Enhanced parental leave (maternity, paternity, adoption)

Paid volunteering day to support causes that matter to you

Health & Wellbeing

Private Medical Insurance (PMI) for you and the option to cover family members

Employee Assistance Programme (EAP) for 24/7 mental health and wellbeing support

Death in Service benefit

Financial Security

Competitive pension scheme

Life assurance policies to support you and your family

Flexible & Agile Working

Hybrid working model

Agile working culture that supports flexible hours and smarter working

Modern office spaces designed for collaboration, focus, and wellbeing

Disclaimer

Unsolicited CVs sent to AAB by Recruitment Agencies will not be accepted for this position. AAB operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our recruitment partners.

About AAB