Private Client Tax Assistant Manager Hybrid Leeds

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

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