Private Client Compliance Trust Tax Manager/Senior Manager

AAB; Leeds; Hybrid; GBP 45,000 - 60,000; Full time

Benefits offered by this job

Private Medical Insurance

EAP – employee assistance program

Death in Service

Pension scheme

Hybrid working

Job summary

AAB, a leading professional services firm, invites applications for a Private Client Compliance role based in Leeds. You will manage your own client portfolio and ensure timely MTD quarterly reporting, final declarations and Self-Assessment tax returns for a diverse client base.

Ideal candidates possess a professional tax qualification and 2–3 years post-qualification tax compliance experience. The role offers hybrid working and development through training, mentoring, and progression

Qualifications

• 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.

Responsibilities

• Manage own client portfolio and be the main contact for clients.
• Ensure completion of MTD quarterly reporting, Final Declarations and Self-Assessment tax returns by filing deadlines.
• Oversee timesheets, workflow and job management tools to maintain accuracy and efficiency.
• Identify opportunities for additional work and cross-sell services within client portfolio.
• Meet targets for winning new work as set by leadership.
• Review work prepared by junior team members.
• Mentor and train junior staff to support development.
• Embed new technology within AAB processes.

Skills

Client portfolio management

MTD reporting

Tax advisory collaboration

Independent technical research

Education

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

Tools

Excel

Word

Job 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.

Application Deadline

28 August 2026

Department

Private Client Compliance

Location

Leeds

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