Private Client Compliance Tax 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.

AABSOLUTELY DEDICATED TO HELPING YOU ACHIEVE YOUR GOALS

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.

AAB delivers tax compliance services to a wide portfolio of clients including UHNW/HNW Individuals,
Individuals, Seafarers, Non-resident Individuals, Farmers, Sole traders, Partnerships, Trusts and Estates.
Reporting to the Head of Tax Compliance, you will be working alongside a team of experienced tax
compliance specialists across all AAB offices as well as liaising with other Business Units to help deliver
this service.
As a Senior Manager, you will be expected to assist and support the Head of Tax Compliance to help
drive change and embed the use of new technology required to help grow the business, both locally and
nationally. You will also be expected to lead by example in the performance of your own duties to
encourage other team members coming through the business to do the same.

Key duties & responsibilities
• 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, Self Assessment tax returns and Trust Accounts, if relevant 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, including complex reviews for other team
members where it is within your skillset.
• 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 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.
• Undertaking Business Development both internally and externally, including attending local and
office based networking events with a view to increasing awareness of AAB and the tax
compliance function within the local area.
• Help embed change and the use of new technology within AAB processes.
• Assist the Head of Tax Compliance in undertaking quarterly Quality Control Reviews (QCR) on
work prepared within the compliance team to ensure adherence to risk processes, maintain
quality and help identify training needs for the team and to maintain AAB quality standards.

Essential:
• Relevant professional tax qualification (e.g. CA, ATT, CTA, STEP or similar)
• Proven tax compliance experience gained at Manager level or above
• Experience line managing people and / teams.
• Ability to undertake independent technical research
• Track record of handling a client portfolio with strong client engagement

Desirable:
• Experience using CCH Personal Tax and related applications.
• Good knowledge in the use of Excel and Word

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.

Time Off & Family Support

Health & Wellbeing

Financial Security

Flexible & Agile Working

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.