Senior Private Client Tax Advisory Manager

AAB; City of Edinburgh; Hybrid; GBP 80,000 - 100,000; Full time

Benefits offered by this job

Hybrid working model

Private Medical Insurance

Death in Service

Enhanced parental leave

Paid volunteering day

Pension scheme

Life assurance

Job summary

AAB, a leading professional services firm, is seeking a Private Client Tax Advisor in Edinburgh to oversee complex advisory projects and manage client relationships. You will contribute to strategic objectives while delivering market-leading private client tax services across inheritance tax, trusts, estates and succession planning.

Join a collaborative, values-driven firm offering a hybrid working model, extensive training, and a strong ESG commitment.

Qualifications

• Professional tax qualification (e.g. CA, ATT, CTA, STEP or similar).
• Experience delivering advisory services on private client matters.
• Ability to navigate Irish Capital Taxes and interaction with UK taxes is desirable.
• Experience of leading a team and managing multiple projects.
• Proficiency with tax software and independent technical research using reference guides (e.g. Tolleys).

Responsibilities

• Oversee and lead client projects, effectively project managing challenging technical advice.
• Managing and building client relationships.
• Delivering strategic advisory services across private client.
• Be part of the management team, supporting day-to-day operations and strategic objectives.
• Identify and progress opportunities to promote the business with support from the BD team.
• Be recognised as a go-to technical expert in private client advice (Inheritance Tax, Trusts, Estates, succession planning, shareholder transactions).
• Review and sign off complex Self Assessment Tax Returns.
• Liaise with external advisors to deliver high-level tax advice.
• Provide quality briefing to staff on delegation of work and ongoing support.
• Continuously develop technical expertise to maintain market-leading service.
• Share technical expertise across the team and wider firm to support connected service lines.
• Build practical solutions and demonstrate value to clients with risk awareness.
• Maintain long-standing trusted client relationships on behalf of the firm.

Skills

Professional tax qualification

Advisory experience

UK and Ireland tax knowledge

Team management experience

Tax software proficiency

Technical research (Tolleys)

Job description

AAB, a leading professional services firm, is seeking a Private Client Tax Advisor in Edinburgh to oversee complex advisory projects and manage client relationships. You will contribute to strategic objectives while delivering market-leading private client tax services across inheritance tax, trusts, estates and succession planning.

Join a collaborative, values-driven firm offering a hybrid working model, extensive training, and a strong ESG commitment.