Private Client Compliance Tax Manager/Senior Manager - With Trust Experience

AAB; Leeds; On-site; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Hybrid working model

Private Medical Insurance

Employee Assistance Programme

Death in Service benefit

Pension scheme

Volunteer day

Job summary

AAB is a leading professional services firm with a strong presence in the UK. We are seeking a Private Client Compliance Tax Manager/Senior Manager with trust experience to lead a portfolio of high‑quality clients from our Leeds office.

In this role you will supervise junior staff, manage WIP and billing, and develop opportunities across trust and estate tax. You will be a technical expert, delivering compliant tax solutions with a client‑focussed approach.

Qualifications

• Qualified tax professional with CA/ATT/CTA/STEP or similar.
• 2–3+ years post-qualification tax compliance experience.
• Experience with Trust and Estate Tax Compliance and IHT returns.
• Ability to research technical tax issues independently.

Responsibilities

• Manage own client portfolio and act as main contact for clients.
• Ensure timely MTD quarterly reporting, Final Declarations and SA returns.
• Follow tax compliance processes and use technology to improve efficiency.
• Manage WIP, proposals, fees and uplift for additional work.
• Mentor junior team members and support career progression.
• Identify cross-selling opportunities within client portfolio.

Skills

Trust experience

Independent technical research

Client portfolio management

Client engagement

Education

Professional tax qualification e.g. CA/ATT/CTA/STEP

Estate Administration (Desirable)

Tools

CCH Personal Tax

CCH Trust Accounts

Job description

Private Client Compliance Tax Manager/Senior Manager - With Trust Experience

Application Deadline: 30 October 2026

Department: Private Client Compliance

Employment Type: Permanent

Location: Leeds

Description

DISCOVER YOUR POTENTIAL. BUILD YOUR CAREER. JOIN US AT AAB.

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.

EVERYONE HAS THE AABILITY TO SUCCEED- WE'LL HELP YOU GET THERE.

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.

ESG COMMITMENT

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.

ROLE PURPOSE

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 and Self-Assessment tax returns 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.
• 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, IHT returns 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.
• Help embed change and the use of new technology within AAB processes.

Experience & qualifications

Essential:

• Relevant professional tax qualification (e.g. CA, ATT, CTA, STEP or similar)
• At least 2-3 years post qualification tax compliance experience in an Assistant Manager role or higher.
• Experience in dealing with Trust and Estate Tax Compliance, TRS, Trust administration and IHT Returns is essential, although client portfolio will also include other clients.
• Ability to undertake independent technical research
• Track record of handling a client portfolio with strong client engagement

Desirable:

• Estate Administration
• Experience using CCH Personal Tax, CCH Trust Accounts and related applications.
• Good knowledge in the use of Excel and Word.

WHAT AAB OFFER

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

• 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