At a Glance
- Tasks: Manage client portfolios and ensure timely tax compliance and reporting.
- Company: Join AAB, a leading professional services firm with a collaborative culture.
- Benefits: Enjoy competitive salary, private medical insurance, and flexible working options.
- Other info: Opportunities for mentoring and professional development in a dynamic team.
- Why this job: Make a real impact while growing your career in a supportive environment.
- Qualifications: Relevant tax qualification and 2-3 years of compliance experience required.
The predicted salary is between 51750 - 63250 £ per year.
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.
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.
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 COMMITMENT
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
- Responsibility for managing your own client portfolio, being the main point of contact for those clients and ensuring completion of any related MTD quarterly reporting, Final Declarations and Self-Assessment tax returns by the relevant filing deadlines each year.
- Responsibility for following AAB Tax Compliance processes, as well as other internal processes required in the performance of your duties.
- This includes the use of technology to improve efficiency within the business, maintaining accurate client data, and the accurate and real time completion of timesheets and all workflow / job management tools.
- Financial Management of own portfolio including review and management of own WIP, proposals for new work, raising fees and proposing fee uplifts for additional work where required.
- Identifying opportunities for additional work within your client portfolio and cross-selling services as and when required.
- Meeting targets for winning new work as set by the leadership team each year.
- Reviewing work prepared by junior team members.
- Undertaking the preparation of ad hoc advisory work arising within your own client portfolio, including but not limited to Real time CGT reporting, Remuneration planning, CGT calculations, Trust Registrations, IHT returns etc.
- Liaising and working with the Tax Advisory team and other Business Units including but not limited to BAG, as and when required.
- Line management responsibilities for junior members of the team.
- Mentoring, support and training junior members of team to aid their development and career progression opportunities.
- Help embed change and the use of new technology within AAB processes.
Experience & qualifications
Essential:
- Relevant professional tax qualification (e.g. CA, ATT, CTA, STEP or similar)
- At least 2-3 years post qualification tax compliance experience in an Assistant Manager role or higher.
- Experience in dealing with Trust and Estate Tax Compliance, TRS, Trust administration and IHT Returns is essential, although client portfolio will also include other clients.
- Ability to undertake independent technical research
- Track record of handling a client portfolio with strong client engagement
Desirable:
- Estate Administration Experience using CCH Personal Tax, CCH Trust Accounts and related applications.
- Good knowledge in the use of Excel and Word.
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.
- 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
- 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
- Competitive pension scheme
- Life assurance policies to support you and your family
- Hybrid working model
- Agile working culture that supports flexible hours and smarter working
- Modern office spaces designed for collaboration, focus, and wellbeing
Private Client Compliance Trust Tax Manager/Senior Manager in Glasgow employer: AAB group
AAB is an exceptional employer that prioritises the growth and wellbeing of its team members, offering tailored training and professional qualifications to help you thrive in your career. Located in Glasgow, we foster a collaborative and supportive work culture where your contributions are valued, and you have the opportunity to make a meaningful impact while enjoying a comprehensive benefits package that includes flexible working arrangements and health support. Join us to be part of a purpose-driven team dedicated to achieving success together.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Compliance Trust Tax Manager/Senior Manager in Glasgow
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like AAB group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Private Client Compliance Trust Tax Manager/Senior Manager in Glasgow
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to AAB group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on AAB group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at AAB group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with AAB group.
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✨Show Your Passion for Finance
Since this is a full-time position, employers at AAB group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former AAB group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
