Private Client Tax Compliance Lead - Hybrid Role

AAB; Glasgow; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Annual leave

Private Medical Insurance

Pension scheme

Hybrid working

Volunteer day

Job summary

AAB is seeking an Assistant Manager/Manager to lead tax compliance for UHNW/HNW individuals and associated entities from our Glasgow office. You will manage a client portfolio, deliver quarterly tax obligations, and collaborate with the Tax Advisory team to ensure high-quality guidance across diverse client groups.

You will mentor junior staff, drive process improvements, and play a key role in business development while aligning with AAB's values and ESG commitments.

Qualifications

• Qualified tax professional with CA/ATT/CTA/STEP or equivalent.
• Post-qualification experience in tax advisory.
• Ability to undertake independent technical research.
• Good knowledge of Excel and Word.

Responsibilities

• Manage own client portfolio, acting as main contact and ensure timely MTD quarterly reporting and tax returns.
• Follow AAB Tax Compliance processes and use workflow tools to improve efficiency.
• Oversee WIP, propose fees and uplifts for additional work as needed.
• Identify opportunities for additional work within client portfolio and cross-sell services.
• Meet targets for winning new work set by leadership each year.
• Review work of junior team members and provide guidance.
• Prepare ad hoc advisory work such as CGT reporting and trust registrations.

Skills

Tax qualifications

Client portfolio management

Financial analysis

Excel

Education

CA/ATT/CTA/STEP or equivalent

Tools

PowerPoint

Tolleys research tools

Job description

AAB is seeking an Assistant Manager/Manager to lead tax compliance for UHNW/HNW individuals and associated entities from our Glasgow office. You will manage a client portfolio, deliver quarterly tax obligations, and collaborate with the Tax Advisory team to ensure high-quality guidance across diverse client groups.

You will mentor junior staff, drive process improvements, and play a key role in business development while aligning with AAB's values and ESG commitments.