Private Client Tax Compliance Assistant Manager/Manager

AAB; Glasgow; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Annual leave

Enhanced parental leave

Volunteer day

Private Medical Insurance

Employee Assistance Programme

Death in Service

Pension scheme

Life assurance

Hybrid working

Flexible hours

Modern office spaces

Job summary

AAB delivers tax compliance services to UHNW/HNW individuals, seafarers, partnerships, trusts and estates from its Glasgow office. This role leads by example, guiding a team of tax professionals and delivering timely compliance work.

You will report to the Head of Tax Compliance and collaborate with Tax Advisory and other Business Units to provide high-quality service across AAB offices.

Qualifications

• Professional tax qualification or qualified by experience.
• Post-qualification experience in a tax advisory role.
• Ability to undertake independent technical research.
• Good knowledge of Excel and Word.
• Experience using PowerPoint (Desirable).

Responsibilities

• Manage own client portfolio and act as main contact, ensuring timely MTD quarterly reporting, Final Declarations, Self-Assessment returns and Trust accounts.
• Follow AAB tax compliance processes and internal workflows with accurate data and real-time timesheets.
• Manage WIP, propose new work, and raise fees or uplifts where appropriate.
• Identify opportunities for additional work within client portfolios and cross-sell services.
• Meet annual targets for winning new work as set by leadership.
• Review work by junior team members and support their development.

Skills

Independent technical research

Education

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

Tools

Excel

Word

PowerPoint

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