At a Glance
- Tasks: Lead client projects and deliver strategic tax advisory services.
- Company: AAB, a top professional services firm with a global reach.
- Benefits: Generous leave, health insurance, flexible working, and career development.
- Other info: Supportive culture with a focus on wellbeing and community engagement.
- Why this job: Join a dynamic team and make a real impact in private client advisory.
- Qualifications: Professional tax qualification and experience in advisory roles.
The predicted salary is between 60000 - 80000 £ 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.
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 team operations, ensuring internal and external targets and deadlines are met.
- Support 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.
- 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.
- Share technical expertise with clients and the 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 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.
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 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 and smarter working.
- Modern office spaces designed for collaboration, focus, and wellbeing.
ESG commitment
ESG is part of who we are. 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.
Disclaimer
Unsolicited CVs sent to AAB by Recruitment Agencies will not be accepted for this position. AAB operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our recruitment partners.
Private Client Tax Advisory Senior Manager employer: AAB
AAB is an exceptional employer that fosters a collaborative and supportive work culture, making it an ideal place for Strategic HR Consultants to thrive. With a strong emphasis on professional development and mentoring, employees are encouraged to grow their skills while contributing to meaningful client advisory projects in the vibrant city of Belfast. The hybrid working model further enhances work-life balance, allowing for flexibility and innovation in delivering HR consulting services.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Advisory Senior Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more you engage, the better your chances of landing that Private Client Tax Advisory Senior Manager role.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your technical skills and experience in private client advisory. Be ready to discuss specific projects you've managed and how you've built client relationships.
✨Tip Number 3
Prepare for interviews by researching AAB and their approach to private client services. Tailor your answers to reflect their values and how you can contribute to their goals. Remember, they want to see how you fit into their team!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining AAB and being part of their amazing team.
We think you need these skills to ace Private Client Tax Advisory Senior Manager
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 do!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for AAB and how your expertise can contribute to our team. Be sure to mention any specific projects or achievements that showcase your technical prowess.
Showcase Your Technical Expertise:Since this role requires a strong technical background, don’t shy away from detailing your qualifications and experience with tax software, Self Assessment Tax Returns, and advisory work. We love seeing candidates who are confident in their knowledge!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re keen on joining our team at AAB!
How to prepare for a job interview at AAB
✨Know Your Tax Stuff
Make sure you brush up on your technical knowledge, especially around Inheritance Tax, Trusts, and Estates. Being able to discuss these topics confidently will show that you're the expert they need.
✨Showcase Your Project Management Skills
Prepare examples of how you've successfully managed multiple projects in the past. Highlight your ability to meet deadlines and manage client relationships, as this is crucial for the role.
✨Demonstrate Your Team Leadership
Think about times when you've led a team or mentored others. Be ready to share how you’ve supported your colleagues and contributed to their development, as this will resonate well with the management aspect of the role.
✨Be Ready to Discuss Business Development
AAB is looking for someone who can identify new opportunities. Prepare to talk about how you've previously promoted services or secured new work, and think of ideas on how you could do this for AAB.
