Private Client Tax Advisory Assistant Manager

AAB group; Leeds; Hybrid; GBP 50,000 - 65,000; Full time

Benefits offered by this job

Annual leave

Enhanced parental leave

Volunteer day

Private Medical Insurance

Employee Assistance Programme

Death in Service

Pension

Life assurance

Hybrid working

Flexible hours

Modern office spaces

Job summary

AAB is a leading professional services firm delivering tax advisory services to UHNW/HNW individuals, business owners, and estates from its UK offices. The Private Client Tax Advisory – Assistant Manager role focuses on delivering high‑quality advisory work, leading by example, and coordinating with senior professionals across offices.

You will manage client relationships, contribute to tax planning and structuring, and help grow the practice while working within our hybrid Leeds office.

Qualifications

• Relevant professional tax qualification (e.g. CA, ATT, CTA, STEP or similar) or qualified by experience.
• At least 1 year’s post qualification experience in a tax advisory role or qualified by experience.
• Ability to undertake independent technical research.
• Good knowledge in the use of Excel and Word.

Responsibilities

• Supporting the delivery of advisory services to a portfolio of private clients, acting as a key point of contact for clients where appropriate.
• Assisting with the preparation of a wide range of tax advisory work including inheritance tax planning, succession planning, capital gains tax planning, trust structuring, residence/international tax advice, and transaction related tax advice.
• Following AAB Tax Advisory processes and internal procedures in the performance of duties.
• Managing WIP, assisting with proposals for new work, and supporting fee uplifts when required.
• Collaborating with senior team members to identify and develop advisory opportunities within existing client relationships.
• Collaborating with senior team members to develop opportunities with new clients.
• Participating in client meetings and presenting technical advice clearly and commercially.
• Training and mentoring junior team members to aid development and progression.
• Engaging in business development internally and externally, including networking.
• Spotting opportunities for other business units and facilitating introductions to clients.

Skills

Independent technical research

Education

CA/ATT/CTA/STEP or similar

Tools

Excel

Word

PowerPoint

Job description

Private Client Tax Advisory Assistant Manager

Application Deadline: 27 November 2026

Department: Private Client Advisory

Employment Type: Permanent

Location: Leeds

Description

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

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

AABSOLUTELY DEDICATED TO HELPING YOU ACHIEVE YOUR GOALS

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.

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

Private Client Tax Advisory – Assistant Manager

AAB delivers tax advisory services to a wide portfolio of clients including UHNW/HNW Individuals, Business and Farm Owners, Non-resident Individuals, Globally Mobile Executives, Partnerships, Trusts and Estates.

Ultimately reporting to the Head of Tax Advisory, you will report to your line manager and be working alongside a team of experienced tax advisory specialists across all AAB offices as well as liaising with other Business Units to help deliver this service.

As an Assistant Manager, you will 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

• Supporting the delivery of advisory services to a portfolio of private clients, acting as a key point of contact for clients where appropriate.
• Assisting with the preparation of a wide range of tax advisory work including but not limited to inheritance tax planning, succession planning, capital gains tax planning, trust structuring, residence/international tax advice, and transaction related tax advice.
• Responsibility for following AAB Tax Advisory processes, as well as other internal processes required in the performance of your duties.
• Financial Management responsibilities including monitoring WIP on advisory assignments, assisting with proposals for new work, raising fees and assisting with proposals for fee uplifts for additional work where required.
• Working closely with senior members of the team to identify and develop potential advisory opportunities within existing client relationships.
• Working closely with senior members of the team to introduce and develop potential advisory opportunities with new potential clients.
• Participating in client meetings and supporting senior members of the team in presenting technical advice clearly and commercially to clients.
• Supporting and training junior members of team to aid their development and career progression opportunities.
• Undertaking Business Development both internally and externally, including attending networking events.
• Spot opportunities for other business units and facilitate introduction of client to other AAB services.

Experience & qualifications

Essential:

• Relevant professional tax qualification (e.g. CA, ATT, CTA, STEP or similar) or qualified by experience.
• At least 1 year’s post qualification experience in a tax advisory role or qualified by experience.
• Ability to undertake independent technical research.
• Good knowledge in the use of Excel and Word

Desirable:

• Experience using Tolleys research tools and related applications.
• Good knowledge in the use of PowerPoint

WHAT AAB OFFER

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