At a Glance
- Tasks: Lead client projects and provide expert tax advice while building strong relationships.
- Company: Join AAB, a top professional services firm with a collaborative culture.
- Benefits: Enjoy flexible working, comprehensive health benefits, and generous time off.
- Other info: Dynamic environment with opportunities for growth and continuous learning.
- Why this job: Make a real impact in tax advisory and help clients navigate complex challenges.
- Qualifications: Professional tax qualification and experience in advisory roles required.
The predicted salary is between 60000 - 75000 £ per year.
Join AAB – a leading professional services firm operating across the UK, Ireland, and the USA, specialising in the mid‑market. With over 1,000 team members, we support individuals, family businesses, and organisations with audit, tax, corporate finance, payroll, people consultancy, and wealth management services.
Role Purpose
Oversee and lead client projects, providing technical tax advice and building client relationships. Support the management team in day‑to‑day operations and strategic objectives, and help grow the firm by promoting and securing new business.
Key duties & responsibilities
- Oversee and lead client projects, managing challenging technical advice
- Manage and build client relationships
- Deliver strategic advisory services across private client portfolio
- Act as a vital part of the management team, ensuring internal and external targets and deadlines are met, supporting the leadership team in setting and delivering departmental objectives
- Play an active role in the growth of the firm by identifying and pursuing opportunities to promote the business in the marketplace, securing new work with the business development team
- Be recognised as a “go to” technical expert in private client areas such as Inheritance Tax, Trusts, Estates, succession planning, and shareholder transactions
- Review and sign off complex Self Assessment Tax Returns
- Liaise with external advisors to deliver high‑level tax advice
- Provide quality briefings to staff on delegation of work, offering ongoing support
- Maintain and develop technical expertise to deliver market‑leading specialist service, sharing expertise with clients and the wider market
- Take responsibility for sharing technical expertise across the team and wider firm, facilitating development of connected service lines
- Build practical solutions, offer recommendations, and demonstrate value of work to clients, 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)
- Prior experience in a similar role with the technical expertise described above; knowledge of Irish Capital Taxes (CGT, CAT) and their UK counterparts is desirable
- Expertise in advisory work
- Track record of handling multiple projects simultaneously
- Experience managing a team
- Proficiency in tax software
- Ability to undertake independent technical research, preferably using Tolleys Guidance/Library
Benefits
We offer a comprehensive benefits package designed for wellbeing, lifestyle, and career. The package includes:
- Time Off & Family Support: Annual leave (plus public holidays) with the option to buy or carry over, Enhanced parental leave (maternity, paternity, adoption), Paid volunteering day for causes you care about
- Health & Wellbeing: Private Medical Insurance (PMI) for you and optional family coverage, Employee Assistance Programme (EAP) – 24/7 mental health and wellbeing support, Death in Service benefit
- Financial Security: Competitive pension scheme, Life assurance policies
- Flexible & Agile Working: Hybrid working model, Agile working culture supporting flexible hours and smarter working, Modern office spaces designed for collaboration, focus, and wellbeing
Company Culture
AAB fosters a culture based on collaboration, trust, and enthusiasm. We invest in training, professional qualifications, and continuous support to help you grow and succeed.
Private Client Tax Advisory Senior Manager in Newry employer: AAB
AAB is an exceptional employer that prioritises the growth and wellbeing of its team members in Newry. With a strong focus on collaboration and professional development, employees benefit from a comprehensive package that includes flexible working arrangements, extensive health support, and opportunities for career advancement. Join us to be part of a dynamic culture where your expertise in private client tax advisory will be valued and recognised.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Advisory Senior Manager in Newry
✨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 AAB and understanding their values and services. Tailor your responses to show how your experience aligns with their needs. Practise common interview questions and think of examples that highlight your expertise in tax advisory.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a chance to reiterate why you’re a great fit for the team at AAB.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining AAB and being part of our fantastic team.
We think you need these skills to ace Private Client Tax Advisory Senior Manager in Newry
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Tax Advisory Senior Manager role. Highlight your relevant experience and qualifications, especially in tax advisory work and client relationship management. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your skills align with our needs. Be sure to mention any specific experiences that demonstrate your expertise in private client areas like Inheritance Tax and Trusts.
Showcase Your Technical Expertise:We’re looking for someone who can be a 'go-to' expert in tax matters. Make sure to include examples of complex projects you've managed and the technical advice you've provided. This will help us see your capability in handling challenging tasks.
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 ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at AAB
✨Know Your Tax Stuff
Make sure you brush up on your technical tax knowledge, especially around Inheritance Tax, Trusts, and Estates. Be ready to discuss specific scenarios where you've provided advice or managed complex tax situations.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built and maintained client relationships in the past. Think about times when you turned a challenging situation into a positive outcome for the client.
✨Demonstrate Leadership Experience
Since this role involves managing projects and teams, be ready to share your leadership experiences. Highlight how you've supported your team and contributed to achieving strategic objectives.
✨Be Business Savvy
AAB is looking for someone who can help grow the firm. Come prepared with ideas on how you could promote the business and secure new work. Show that you understand the market and can identify opportunities.
