At a Glance
- Tasks: Lead client projects and deliver strategic tax advisory services.
- Company: Dynamic firm with a focus on private client advisory.
- Benefits: Generous leave, health insurance, and flexible working options.
- Other info: Join a supportive team with opportunities for personal and professional growth.
- Why this job: Become a trusted expert in private client tax and make a real impact.
- Qualifications: Professional tax qualification and experience in advisory roles required.
The predicted salary is between 51750 - 63250 £ per year.
ROLE PURPOSE
- Oversee and lead client projects, effectively project managing challenging technical advice, managing and building client relationships, delivering strategic advisory services across private client.
- Be a vital part of the management team involved with day-to-day team operations, ensuring internal and external targets and deadlines are met, including supporting the leadership team in setting and delivering the strategic objectives of the department.
- Play an active role in the development and growth of the firm by identifying and progressing opportunities to promote the business in the marketplace, seeking new opportunities and securing new work, with the support of the business development team.
- Be recognised as a “go to” technical expert in all areas of private client advice, such as Inheritance Tax, Trusts, Estates, succession planning and shareholder transactions, and present as a specialist both internally and externally.
- Review and sign off complex Self Assessment Tax Returns.
- Liaise with external advisors as appropriate to deliver high level tax advice.
- Provide quality briefing to staff on delegation of work, with appropriate and ongoing support.
- Continually and independently develop technical expertise to maintain market leading specialist client service, sharing technical expertise with clients and the wider market.
- Take responsibility for sharing technical expertise across the team and wider firm to both manage and facilitate development of connected service lines.
- Build practical solutions, offer recommendations and demonstrate to clients the value of this work, with due regard for risk.
- Actively maintain long standing, trusted client relationships on behalf of the firm.
Experience & qualifications
- Relevant professional tax qualification (e.g. CA, ATT, CTA, STEP or similar).
- Previous experience of working in a similar role including particular technical experience as detailed above.
- A knowledge of Irish Capital Taxes (CGT, CAT) and their interaction with their UK counterpart taxes is desirable.
- Expertise in advisory work.
- Track record of handling a number of projects at one time.
- Experience of managing a team.
- Use of tax software.
- Ability to undertake independent technical research, preferably using Tolleys Guidance/Library.
WHAT AAB OFFER
- 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.
Private Client Tax Advisory Senior Manager employer: AAB group
AAB is an exceptional employer located in Belfast, offering a dynamic work culture that prioritises employee wellbeing and professional growth. With a strong focus on flexible working arrangements and comprehensive benefits, including private medical insurance and enhanced parental leave, AAB fosters an environment where employees can thrive both personally and professionally while making a meaningful impact in the field of private client tax advisory.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Advisory Senior Manager
✨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 Advisory Senior Manager
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!
