At a Glance
- Tasks: Manage a portfolio of Private Client compliance work and deliver excellent client service.
- Company: Join AAB, a forward-thinking firm with a supportive and agile culture.
- Benefits: Enjoy flexible working, enhanced parental leave, and private medical insurance.
- Other info: Dynamic environment with opportunities for professional growth and development.
- Why this job: Make a real impact in tax compliance while mentoring junior team members.
- Qualifications: Relevant tax qualification and 2-3 years of experience in tax compliance.
The predicted salary is between 45000 - 55000 £ per year.
Private Client Compliance Trust Tax Manager/Senior Manager
Location
Leeds
Employment Type
Permanent
Application Deadline
Description
This role involves managing a portfolio of Private Client compliance work, ensuring timely completion of MTD quarterly reporting, Final Declarations and Self Assessment tax returns, and delivering excellent client service.
- Role Purpose
- Manage your own client portfolio and act as the main point of contact.
- Ensure timely completion of MTD quarterly reporting, Final Declarations and Self Assessment tax returns.
- Follow AAB Tax Compliance processes and use technology to improve efficiency.
- Financially manage own portfolio, including WIP review, proposals, fee setting and fee uplifts.
- Identify opportunities for additional work and cross sell services.
- Meet annual targets for new work as set by leadership.
- Review work prepared by junior team members.
- Prepare ad hoc advisory work such as CGT reporting, remuneration planning, CGT calculations, Trust registrations, IHT returns.
- Liaise with the Tax Advisory team and other Business Units.
- Provide line management, mentoring and training to junior team members.
- Embed change and adoption of new technology within AAB processes.
Experience & Qualifications
- Relevant professional tax qualification (CA, ATT, CTA, STEP or similar).
- At least 2-3 years post qualification experience in a tax compliance Assistant Manager role or higher.
- Experience in Trust and Estate Tax Compliance, TRS, Trust administration and IHT returns.
- Ability to conduct independent technical research.
- Track record of managing a client portfolio with strong client engagement.
Desirable
- Estate Administration experience.
- Experience using CCH Personal Tax, CCH Trust Accounts and related applications.
- Good knowledge of Excel and Word.
- What AAB Offers
- Annual leave (plus public holidays), with the option to buy or carry over leave.
- Enhanced parental leave (maternity, paternity, adoption).
- Paid volunteering day.
- Private Medical Insurance for you and optional family cover.
- Employee Assistance Programme for 24/7 mental health support.
- Death in Service benefit.
- Competitive pension scheme.
- Life assurance policies.
- Hybrid working model.
- Agile working culture that supports flexible hours.
- Modern office spaces for collaboration, focus and wellbeing.
Disclaimer
Unsolicited CVs sent to AAB by recruitment agencies will not be accepted for this position.
Private Client Compliance Trust Tax Manager/Senior Manager in Leeds 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.
