At a Glance
- Tasks: Support private clients with tax advisory services and lead a dynamic team.
- Company: Join AAB, a leading professional services firm with a collaborative culture.
- Benefits: Enjoy competitive salary, flexible working, and comprehensive health benefits.
- Other info: Opportunities for networking and professional growth in a vibrant workplace.
- Why this job: Make a real impact while developing your career in a supportive environment.
- Qualifications: Relevant tax qualification or experience, with strong research and Excel skills.
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.
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. We invest in brilliant talent across every area of the business, offering tailored training, professional qualifications, and continuous support to help you grow.
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.
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
AAB delivers tax advisory services to a wide portfolio of clients including UHNW/HNW Individuals, Business and Farm Owners, Non-resident Individuals, Globally Mobile Executives, Partnerships, Trusts and Estates. Ultimately reporting to the Head of Tax Advisory, you will report to your line manager and be working alongside a team of experienced tax advisory specialists across all AAB offices as well as liaising with other Business Units to help deliver this service.
As an Assistant Manager, you will be expected to lead by example in the performance of your own duties to encourage other team members coming through the business to do the same.
Key duties & responsibilities
- Supporting the delivery of advisory services to a portfolio of private clients, acting as a key point of contact for clients where appropriate.
- Assisting with the preparation of a wide range of tax advisory work including but not limited to inheritance tax planning, succession planning, capital gains tax planning, trust structuring, residence/international tax advice, and transaction related tax advice.
- Responsibility for following AAB Tax Advisory processes, as well as other internal processes required in the performance of your duties.
- Financial Management responsibilities including monitoring WIP on advisory assignments, assisting with proposals for new work, raising fees and assisting with proposals for fee uplifts for additional work where required.
- Working closely with senior members of the team to identify and develop potential advisory opportunities within existing client relationships.
- Participating in client meetings and supporting senior members of the team in presenting technical advice clearly and commercially to clients.
- Supporting and training junior members of the team to aid their development and career progression opportunities.
- Undertaking Business Development both internally and externally, including attending local and office-based networking events.
- Spot opportunities for other business units and facilitate introduction of client to other AAB services.
Experience & qualifications
Essential:
- Relevant professional tax qualification (e.g. CA, ATT, CTA, STEP or similar) or qualified by experience.
- Post qualification experience in a tax advisory role or qualified by experience.
- Ability to undertake independent technical research.
- Good knowledge in the use of Excel and Word.
Desirable:
- Experience using Tolleys research tools and related applications.
- Good knowledge in the use of Powerpoint.
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 Tax Assistant Manager in Leeds 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 Leeds, our collaborative work culture fosters trust and enthusiasm, while our commitment to ESG initiatives ensures that you can make a meaningful impact both professionally and within the community. With a comprehensive benefits package and a focus on flexible working, AAB is dedicated to supporting you in achieving your personal and professional goals.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant Manager in Leeds
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as AAB group, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Assistant Manager in Leeds
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch AAB group's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at AAB group. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at AAB group!
How to prepare for a job interview at AAB group
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for AAB group.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within AAB group. It helps to show our commitment!
