At a Glance
- Tasks: Manage private client tax compliance and deliver expert advisory services.
- Company: Join AAB, a leading professional services firm with a collaborative culture.
- Benefits: Enjoy competitive salary, flexible working, and comprehensive health benefits.
- Other info: Be part of a team dedicated to personal and professional growth.
- Why this job: Make a real impact while growing your career in a supportive environment.
- Qualifications: Professional qualification in tax and experience managing client portfolios required.
The predicted salary is between 40000 - 50000 £ 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.
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
- 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
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.
Private Client Compliance Tax Assistant Manager/Manager in Glasgow employer: AAB Group
AAB is an exceptional employer that prioritises the growth and wellbeing of its team members in Glasgow. With a strong commitment to professional development, we offer tailored training and support, ensuring you have the tools to succeed in your career. Our collaborative work culture, combined with a comprehensive benefits package, including flexible working options and health support, makes AAB a rewarding place to build your future.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Compliance Tax Assistant Manager/Manager in Glasgow
✨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 Compliance Tax Assistant Manager/Manager in Glasgow
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!
