Private Client Tax Assistant Manager

AAB group; Leeds; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Annual leave

Enhanced parental leave

Paid volunteering day

Private Medical Insurance

Employee Assistance Programme

Death in Service benefit

Pension scheme

Life assurance

Hybrid working

Flexible hours

Job summary

AAB is seeking an experienced Private Client Tax Assistant Manager to join the Private Client Advisory team in Leeds. You will lead advisory work for UHNW/HNW individuals, trusts, and related structures, while coordinating with senior colleagues and cross-functional teams to deliver high-quality tax solutions.

Reporting to the Head of Tax Advisory, you will develop client relationships, supervise junior staff, manage WIP, contribute to business development, and help drive continuous improvement

Qualifications

• Relevant professional tax qualification (e.g. CA, ATT, CTA, STEP or similar) or qualified by experience.
• 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

• Support delivery of advisory services to a portfolio of private clients, acting as a key contact for clients where appropriate.
• Assist with preparation 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.
• Follow AAB Tax Advisory processes and internal workflows, maintain accurate client data, and complete timesheets in real time.
• Monitor WIP on advisory assignments, assist with proposals for new work, and support fee uplifts when required.
• Collaborate with senior team members to identify advisory opportunities within existing client relationships and ensure a joined-up service delivery.
• Support business development and networking to raise awareness of AAB's tax advisory services.
• Train and mentor junior team members to aid development and progression.

Skills

Excel

Word

Independent research

Education

Tax qualification (CA/ATT/CTA/STEP)

Tools

Tolleys research tools

PowerPoint

Job description

Private Client Tax Assistant Manager

Application Deadline: 28 August 2026

Department: Private Client Advisory

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.

Our 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

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. 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 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 and ensuring a joined-up approach to client service delivery.
• Working closely with senior members of the team to introduce and develop potential advisory opportunities with new potential clients and ensuring a joined-up approach to client service delivery. Meeting targets for winning new work as set by the leadership team each year.
• 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 local and office-based networking events with a view to increasing external awareness of AAB and the tax advisory function within the local area, as well as starting to build your own network of external peer contacts.
• Spot opportunities for other business units and facilitate introduction of client to other AAB services, with support from the management team where necessary.

Experience & qualifications

Essential:

• Relevant professional tax qualification (e.g. CA, ATT, CTA, STEP or similar) or qualified by experience.
• 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

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

Disclaimer

Unsolicited CVs sent to AAB by Recruitment Agencies will not be accepted for this position. AAB operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our recruitment partners.