Private Client Tax Compliance Assistant Manager/Manager

AAB group; Glasgow; Hybrid; GBP 42,000 - 64,000; Full time

Benefits offered by this job

Private Medical Insurance

Employee Assistance Programme (EAP)

Death in Service benefit

Pension scheme

Hybrid working model

Volunteer day

Job summary

AAB, a leading UK professional services firm, is seeking a Private Client Tax Compliance Assistant Manager/Manager in Glasgow. The role focuses on UHNW/HNW individuals and families, delivering tax compliance and advisory work across multiple jurisdictions.

You will lead a team, manage client relationships, and drive performance while training junior colleagues. AAB offers a supportive environment with strong core values and opportunities for progression.

Qualifications

• Essential: Professional tax qualification (CA/ATT/CTA/STEP or similar) or qualified by experience.
• Post-qualification experience in a tax advisory role or equivalent experience.
• Ability to undertake independent technical research.
• Good knowledge of Excel and Word.

Responsibilities

• Manage your own client portfolio and act as the main contact for clients, meeting filing deadlines for MTD quarterly reporting, Self Assessment, and Trust accounts where relevant.
• Follow AAB Tax Compliance processes and use technology to improve efficiency, maintain accurate client data, and ensure real-time timesheets and workflow updates.
• Manage WIP, propose fees and uplifts for additional work, and identify opportunities within your client portfolio to cross-sell services.
• Review work prepared by junior team members and supervise ad hoc advisory work (e.g., CGT, Remuneration planning, Trust registrations).
• Liaise with Tax Advisory team and other Business Units as required; provide line management to junior staff and support their development.

Skills

Independent research

Client portfolio management

Line management

Education

CA/ATT/CTA/STEP or similar

Qualified by experience

Tools

Excel

Word

PowerPoint

Tolleys research tools

Job description

Private Client Tax Compliance Assistant Manager/Manager

Application Deadline: 13 November 2026

Department: Private Client Advisory

Employment Type: Permanent

Location: Glasgow

Description

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

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

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.

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 compliance services to a wide portfolio of clients including UHNW/HNW Individuals, Individuals, Seafarers, Non-resident Individuals, Farmers, Sole traders, Partnerships, Trusts and Estates.

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

As an Assistant Manager/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

• Responsibility for managing your own client portfolio, being the main point of contact for those clients and ensuring completion of any related MTD quarterly reporting, Final Declarations, Self- Assessment tax returns and Trust accounts, if relevant, by the relevant filing deadlines each year.
• Responsibility for following AAB Tax Compliance 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 of own portfolio including review and management of own WIP, proposals for new work, raising fees and proposing fee uplifts for additional work where required.
• Identifying opportunities for additional work within your client portfolio and cross-selling services as and when required.
• Meeting targets for winning new work as set by the leadership team each year.
• Reviewing work prepared by junior team members.
• Undertaking the preparation of ad hoc advisory work arising within your own client portfolio, including but not limited to Real time CGT reporting, Remuneration planning, CGT calculations, Trust Registrations etc.
• Liaising and working with the Tax Advisory team and other Business Units including but not limited to BAG, as and when required.
• Line management responsibilities for junior members of the team.
• Supporting and training junior members of team to aid their development and career progression opportunities.

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