At a Glance
- Tasks: Manage your own client portfolio and ensure timely tax compliance.
- Company: Join AAB, a leading professional services firm with a collaborative culture.
- Benefits: Enjoy competitive salary, private medical insurance, and flexible working options.
- Other info: Opportunities for mentoring and career progression in a dynamic team.
- Why this job: Make a real impact while growing your career in a supportive environment.
- Qualifications: Professional tax qualification and 2-3 years of relevant experience required.
The predicted salary is between 50000 - 65000 £ 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.
ESG Commitment
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
- Responsibility for managing your own client portfolio, being the main point of contact for those clients and ensuring completion of any related MTD quarterly reporting, Final Declarations and Self-Assessment tax returns by the relevant filing deadlines each year.
- Responsibility for following AAB Tax Compliance processes, as well as other internal processes required in the performance of your duties. This includes the use of technology to improve efficiency within the business, maintaining accurate client data, and the accurate and real time completion of timesheets and all workflow/job management tools.
- Financial Management of own portfolio including review and management of own WIP, proposals for new work, raising fees and proposing fee uplifts for additional work where required.
- Identifying opportunities for additional work within your client portfolio and cross-selling services as and when required.
- Meeting targets for winning new work as set by the leadership team each year.
- Reviewing work prepared by junior team members.
- Undertaking the preparation of ad hoc advisory work arising within your own client portfolio, including but not limited to Real time CGT reporting, Remuneration planning, CGT calculations, Trust Registrations, IHT returns etc.
- Liaising and working with the Tax Advisory team and other Business Units including but not limited to BAG, as and when required.
- Line management responsibilities for junior members of the team.
- Mentoring, support and training junior members of team to aid their development and career progression opportunities.
- Help embed change and the use of new technology within AAB processes.
Experience & Qualifications
Essential:
- Relevant professional tax qualification (e.g. CA, ATT, CTA, STEP or similar)
- At least 2-3 years post qualification tax compliance experience in an Assistant Manager role or higher.
- Experience in dealing with Trust and Estate Tax Compliance, TRS, Trust administration and IHT Returns is essential, although client portfolio will also include other clients.
- Ability to undertake independent technical research
- Track record of handling a client portfolio with strong client engagement
Desirable:
- Estate Administration
- Experience using CCH Personal Tax, CCH Trust Accounts and related applications.
- Good knowledge in the use of Excel and Word.
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 Compliance Trust Tax Manager/Senior Manager in Leeds employer: AAB
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. With a strong emphasis on collaboration, trust, and enthusiasm, AAB fosters a supportive work culture where every individual can make a meaningful impact. Located across the UK, Ireland, and the USA, AAB provides a flexible working environment, competitive benefits, and a commitment to social responsibility, making it an ideal place for those seeking a rewarding career in private client compliance.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Compliance Trust Tax Manager/Senior 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, 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 Trust Tax Manager/Senior 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'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. 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!
How to prepare for a job interview at AAB
✨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.
✨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. It helps to show our commitment!
