Private Client Tax & Trust Compliance Lead (Hybrid)

AAB; Leeds; Hybrid; GBP 45,000 - 60,000; Full time

Benefits offered by this job

Private Medical Insurance

EAP – employee assistance program

Death in Service

Pension scheme

Hybrid working

Job summary

AAB, a leading professional services firm, invites applications for a Private Client Compliance role based in Leeds. You will manage your own client portfolio and ensure timely MTD quarterly reporting, final declarations and Self-Assessment tax returns for a diverse client base.

Ideal candidates possess a professional tax qualification and 2–3 years post-qualification tax compliance experience. The role offers hybrid working and development through training, mentoring, and progression

Qualifications

• Relevant professional tax qualification (e.g. CA, ATT, CTA, STEP or similar).
• At least 2-3 years post qualification tax compliance experience in an Assistant Manager role or higher.

Responsibilities

• Manage own client portfolio and be the main contact for clients.
• Ensure completion of MTD quarterly reporting, Final Declarations and Self-Assessment tax returns by filing deadlines.
• Oversee timesheets, workflow and job management tools to maintain accuracy and efficiency.
• Identify opportunities for additional work and cross-sell services within client portfolio.
• Meet targets for winning new work as set by leadership.
• Review work prepared by junior team members.
• Mentor and train junior staff to support development.
• Embed new technology within AAB processes.

Skills

Client portfolio management

MTD reporting

Tax advisory collaboration

Independent technical research

Education

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

Tools

Excel

Word

Job description

AAB, a leading professional services firm, invites applications for a Private Client Compliance role based in Leeds. You will manage your own client portfolio and ensure timely MTD quarterly reporting, final declarations and Self-Assessment tax returns for a diverse client base.

Ideal candidates possess a professional tax qualification and 2–3 years post-qualification tax compliance experience. The role offers hybrid working and development through training, mentoring, and progression