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- Tasks: Lead client projects and deliver strategic tax advisory services.
- Company: Dynamic firm in Glasgow focused on private client advisory.
- Benefits: Generous leave, health insurance, flexible working, and career support.
- Other info: Join a supportive team with opportunities for personal and professional growth.
- Why this job: Become a trusted expert while making a real impact in clients' lives.
- Qualifications: Professional tax qualification and experience in advisory roles required.
The predicted salary is between 60000 - 80000 ÂŁ per year.
Application Deadline: 24 April 2026
Department: Private Client Advisory
Location: Glasgow
Role Purpose
Key duties & responsibilities:
- 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 wider market.
- Take responsibility for sharing technical expertise across the team and wider firm to manage and facilitate development of connected service lines.
- Build practical solutions, offer recommendations and be able to 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.
Benefits
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.
Private Client Tax Advisory Senior Manager in Glasgow employer: AAB
Contact Detail:
AAB Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Advisory Senior Manager in Glasgow
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. The more you practice, the more confident you’ll feel when it’s time to shine in front of the real interview panel.
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Private Client Tax Advisory Senior Manager in Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Advisory role. Highlight your relevant experience, especially in managing client relationships and delivering strategic advisory services. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Share specific examples of your past successes in tax advisory and how you’ve built trusted client relationships. Let us know why you’re excited about joining our team!
Showcase Your Technical Expertise: Since this role requires a strong technical background, make sure to highlight your qualifications and any relevant tax software experience. We love seeing candidates who can demonstrate their knowledge in areas like Inheritance Tax and Trusts, so don’t hold back!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of it. Plus, you’ll get to explore more about our culture and values while you’re at it!
How to prepare for a job interview at AAB
✨Know Your Technical Stuff
As a Private Client Tax Advisory Senior Manager, you'll need to showcase your expertise in areas like Inheritance Tax and Trusts. Brush up on these topics and be ready to discuss complex scenarios or case studies that demonstrate your knowledge.
✨Build Rapport with the Interviewers
Client relationships are key in this role, so show your interpersonal skills during the interview. Engage with your interviewers, ask them questions about their experiences, and share relevant anecdotes that highlight your ability to connect with clients.
✨Demonstrate Project Management Skills
You'll be overseeing client projects, so prepare to discuss your project management experience. Bring examples of how you've successfully managed multiple projects, met deadlines, and delivered strategic advice under pressure.
✨Show Your Growth Mindset
The firm values development and growth, so express your commitment to continuous learning. Talk about any recent training, certifications, or research you've undertaken to stay ahead in the tax advisory field, and how you plan to share this knowledge with your team.