Private Client Tax Advisory – Assistant Manager (Hybrid)

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

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.