Private Client Tax Advisory Senior Manager

AAB group; Belfast City District; On-site; GBP 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid working model

Private Medical Insurance

Pension & Life Assurance

Annual leave plus holidays

Job summary

AAB group in Belfast is seeking a Private Client Tax Advisory Senior Manager to lead complex advisory work for high net worth clients, manage projects and relationships, and guide the team.

You will act as a technical expert in inheritance tax, trusts, estates, and succession planning, review Self Assessment Tax Returns, and drive business development with the support of the BD team.

Qualifications

• Qualified tax professional with relevant certificates.
• Proven advisory experience in private client taxes.
• Strong project management and team leadership abilities.

Responsibilities

• Oversee and lead client projects, effectively project managing technical advice.
• Manage and build client relationships.
• Deliver strategic advisory services across private client.
• Be part of the management team supporting departmental objectives.
• Identify opportunities to promote the business and secure new work.
• Present as a technical expert in inheritance tax, trusts, estates, and succession planning.

Skills

Private Client Tax

Tax Advisory

Team Leadership

Project Management

Irish Tax Knowledge

Tax Software

Education

Professional tax qualification (CA/ATT/CTA/STEP)

Job description

Private Client Tax Advisory Senior Manager

Application Deadline: 31 July 2026

Department: Private Client Advisory

Employment Type: Permanent

Location: Belfast

ROLE PURPOSE

Key duties & responsibilities:

• Oversee and lead client projects, effectively project managing challenging technical advice
• managing and building client relationships
• delivering strategic advisory services across private client
• Be a vital part of the management team who is involved with day-to-day team operations, ensuring internal and external targets and deadlines are met, including supporting the leadership team in setting and delivering the strategic objectives of the department
• Play an active role in the development and growth of the firm by identifying and progressing opportunities to promote the business in the marketplace, seeking new opportunities and securing new work, with the support of the business development team work
• Be recognised as a “go to” technical expert in all areas of private client advice, such as Inheritance Tax, Trusts, Estates, succession planning and shareholder transactions and present as a specialist both internally and externally
• Review and sign off complex Self Assessment Tax Returns
• Liaise with external advisors as appropriate to deliver high level tax advice
• Provide quality briefing to staff on delegation of work, with appropriate and ongoing support
• Continually and independently develop technical expertise to maintain market leading specialist client service, sharing technical expertise with clients and wider market
• Take responsibility for sharing technical expertise across the team and wider firm to both manage and facilitate development of connected service lines
• Build practical solutions, offers recommendations and be able to demonstrate to clients the value of this work, with due regard for risk
• Actively maintain long standing, trusted client relationships on behalf of the firm

Experience & qualifications

• Relevant professional tax qualification (e.g. CA, ATT, CTA, STEP or similar)
• Previous experience of working in a similar role including particular technical experience as detailed above. A knowledge of Irish Capital Taxes (CGT,CAT) and their interaction with their UK counterpart taxes is desirable.
• Expertise in advisory work
• Track record of handling a number of projects at one time
• Experience of managing a team
• Use of tax software,
• Ability to undertake independent technical research, preferably using Tolleys Guidance/ Library

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