Mixed Tax Senior Manager

AAB Wealth Limited; Leeds; On-site; GBP 150,000 - 200,000; Full time

Job summary

A professional services firm in Leeds is seeking a Mixed Tax Senior Manager to oversee compliance and advisory work for a diverse client portfolio. The successful candidate will manage teams, deliver effective tax planning solutions, and ensure client service excellence. Strong experience in corporate and personal tax is essential, along with relevant tax qualifications. Join a dynamic team focused on professional growth and inclusive culture.

Qualifications

• Relevant professional tax qualifications required.
• Previous experience in a similar role needed.
• Expertise in compliance and advisory work essential.

Responsibilities

• Manage annual tax return compliance for clients.
• Plan and implement tax-efficient remuneration strategies.
• Prepare proposal documents and onboard new clients.

Skills

Corporate and Personal tax experience

Team management

Client engagement

Experience with Alphatax

Experience with CCH

Education

Relevant professional tax qualification (e.g. CA, ATT or CTA)

Job description

Mixed Tax Senior Manager

AAB Wealth Limited Leeds, United Kingdom Apply now Posted 11 days ago Permanent Competitive

Mixed Tax Senior Manager

AAB Wealth Limited Leeds, United Kingdom Apply now

Vacancy Name
Mixed Tax Senior Manager

Vacancy Number
VN771

Employment Type
Permanent

Location
Leeds

Job Details

THE BUSINESS

AAB is a tech-enabled business critical services group, providing services that help businesses at every stage of the lifecycle, helping them manage the critical elements that make businesses tick - their people and their finances.

AAB are focused on people. They believe in the resilience of the human spirit; that with bravery, hard work and perseverance, people can accomplish amazing things. AAB are human, passionate, bold, motivational, positive, empathetic, driven and straight-talking.

THE TEAM

At AAB we pride ourselves on providing everyone with an inspiring career opportunity. Our culture keeps the layers simple and the relationship personal. We know that our success is down to one thing, our people, and we make sure looking after our people is at the heart of everything we do.

Does AAB sound like a good fit for you? We currently have an opening for Mixed Tax Senior Manager to join our team.

THE ROLE
Mixed Tax Senior Manager - Leeds

We have an exciting opportunity for a Mixed Tax Senior Manager to join our Business Advisory team. The role includes both compliance and advisory work on a portfolio of clients for which you will be responsible, therefore you must have considerable Corporate and Personal tax experience as well as actively manage and control the delivery of all aspects your client portfolio.

Purpose of the role/key responsibilities:

• Annual tax return compliance for companies, individuals and partnerships
• Tax efficient remuneration planning
• Corporate tax planning
• Succession planning
• CGT advice
• Benefits in kind advice
• Displaying detailed knowledge of Income Taxes and Capital Taxes generally with the ability to identify other taxes which might be relevant (for example VAT, International Taxes, LBTT, Stamp Duty Taxes) and obtaining input from colleagues outside of the Business Advisory Services team to deliver well-rounded advice to clients
• Delegate work effectively to team members and monitor progress of their work
• Review all aspects of accounting work, at both manager and partner level, identifying opportunities for clients
• Working with others in both the Business Advisory Services team & the Private Client management team to manage the annual compliance function for circa 1,800 clients, and co-ordinating this operation across the firm
• Being responsible for preparing proposal documents for new clients including quoting for new work followed by onboarding these new clients according to the firm's processes
• Managing all aspects of your client portfolio, working alongside other teams in the firm as well as the client's wider professional networks to ensure all client service requirements are met
• Taking responsibility for delivery of blogs and technical articles and presentations relevant to your technical expertise

Experience and skill set required for the role:

• Relevant professional tax qualification (e.g. CA, ATT or CTA)
• Previous experience of working in a similar role
• Experience of managing a team
• Expertise in compliance and advisory work
• Experience of working to tight deadlines
• Track record of handling a client portfolio with strong client engagement
• Use of Alphatax and CCH

At AAB you will have tremendous opportunities that will meet your career aspirations, working in a progressive, energetic and stimulating environment alongside supportive and engaging professional teammates.

AAB Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Disclaimer
Unsolicited CV's 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.

Salary
Competitive

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