At a Glance
- Tasks: Manage projects, provide tax advice, and build strong client relationships.
- Company: AAB, a forward-thinking firm focused on private client advisory.
- Benefits: Generous leave, private medical insurance, and flexible working options.
- Other info: Supportive culture with opportunities for personal and professional growth.
- Why this job: Join a dynamic team and make a real impact in the tax advisory field.
- Qualifications: Professional tax qualification and experience in advisory roles required.
The predicted salary is between 50000 - 60000 £ per year.
Application Deadline: 12 June 2026
Department: Private Client Advisory
Location: Edinburgh
Key Duties & Responsibilities:
- Manage a number of projects providing challenging technical advice.
- Manage and build client relationships.
- Deliver strategic advisory services across private client.
- 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.
- Review and sign off some 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 both manage and facilitate development of connected service lines.
- Actively maintain long standing, trusted client relationships on behalf of the firm.
- Manage financial processes for advisory clients.
Experience & Qualifications:
- Relevant professional tax qualification (e.g., CA/ACA, ATT, CTA, STEP or similar).
- Previous experience of working in a similar role including particular technical experience as detailed above.
- Expertise in advisory work.
- Track record of handling a number of projects for multiple partners at one time.
- Experience of line management.
- Use of tax software.
- Ability to undertake independent technical research, preferably using Tolleys Guidance/Library.
What AAB Offers:
- 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 Manager employer: AAB
AAB is an exceptional employer located in Edinburgh, offering a dynamic work environment that prioritises employee wellbeing and professional growth. With a robust benefits package including flexible working arrangements, private medical insurance, and generous parental leave, AAB fosters a culture of support and collaboration, empowering employees to thrive both personally and professionally. The firm is committed to developing its staff through ongoing training and opportunities for advancement, making it an ideal place for those seeking a meaningful career in private client advisory.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax 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 reach out to folks on LinkedIn. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, don’t hold back on sharing your knowledge. Discuss recent tax trends or challenges you've tackled. This will position you as a go-to expert in private client advisory.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios related to tax management. Think about how you can demonstrate your project management skills and client relationship building. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! We love seeing candidates who are genuinely interested in joining us. Plus, it’s a great way to ensure your application gets the attention it deserves.
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Tax Manager role. Highlight your relevant experience and qualifications, especially those that align with the key duties mentioned in the job description. We want to see how you can bring your expertise 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 tax advisory work and how your skills can help us grow. Be sure to mention any specific projects or achievements that demonstrate your ability to manage client relationships and deliver strategic advice.
Showcase Your Technical Skills:Since this role requires a strong technical background, don’t forget to highlight your tax qualifications and any relevant software experience. We love seeing candidates who can independently research and provide high-level tax advice, so make that clear in your application!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to explore more about what we offer at StudySmarter!
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 self-assessment and advisory work. Be ready to discuss specific cases or projects you've handled in the past, as this will show your expertise and confidence in the field.
✨Build Client Relationships
Think about how you’ve successfully managed client relationships before. Prepare examples that highlight your ability to build trust and rapport with clients, as this is crucial for the role. Show them you understand the importance of maintaining long-standing relationships.
✨Show Your Leadership Skills
Since the role involves line management, be prepared to talk about your experience leading teams. Share specific instances where you’ve delegated tasks effectively and supported your team’s development. This will demonstrate your capability to manage and mentor others.
✨Be Proactive About Business Development
Think of ways you can contribute to the growth of the firm. Come up with ideas on how to identify new opportunities and promote the business. Showing that you’re proactive and have a strategic mindset will impress the interviewers.
