Head of Private Client Tax Advisory

AAB; Newry; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid working model

Private Medical Insurance (PMI)

Pension scheme

Job summary

AAB's Newry team is seeking an experienced Private Client Tax Advisor to lead client projects and deliver high-level tax advice within the Private Client Advisory group. The role focuses on inheritance tax, trusts, estates, and succession planning, with responsibility for managing multiple complex projects and supporting leadership on strategic objectives.

The ideal candidate will have a professional tax qualification, strong advisory experience, and the ability to lead teams while developing

Qualifications

• Relevant professional tax qualification (e.g. CA, ATT, CTA, STEP or similar).
• Previous experience in a similar role with tax advisory focus.
• Knowledge of Irish Capital Taxes (CGT, CAT) and interaction with UK taxes desirable.

Responsibilities

• Oversee and lead client projects, effectively project managing challenging technical advice.
• Managing and building client relationships.
• Delivering strategic advisory services across private client.

Skills

Client management

Tax advisory

Inheritance Tax

Self Assessment

Team leadership

Education

Professional tax qualification (CA, ATT, CTA, STEP)

Tools

Tax software

Job description

AAB's Newry team is seeking an experienced Private Client Tax Advisor to lead client projects and deliver high-level tax advice within the Private Client Advisory group. The role focuses on inheritance tax, trusts, estates, and succession planning, with responsibility for managing multiple complex projects and supporting leadership on strategic objectives.

The ideal candidate will have a professional tax qualification, strong advisory experience, and the ability to lead teams while developing