Private Client Tax Advisory Manager/Senior Manager

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

• Oversee and lead client projects, effectively project managing challenging technical advice.
• Manage and build client relationships, delivering strategic advisory services across private client.
• Be a vital part of the management team involved with day-to-day operations, ensuring internal and external targets and deadlines are met.
• Play an active role in the development and growth of the firm by identifying and progressing opportunities to promote the business in the marketplace.
• 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.
• 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.
• Take responsibility for sharing technical expertise across the team and wider firm.
• Build practical solutions, offer recommendations and demonstrate to clients the value of this work.
• 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.
• 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 multiple projects simultaneously.
• Experience of managing a team.
• Use of tax software.
• Ability to undertake independent technical research, preferably using Tolleys Guidance/Library.

WHAT AAB OFFER

• 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 with flexible hours.
• Modern office spaces designed for collaboration, focus, and wellbeing.