Senior Private Client Tax Compliance Manager - Hybrid

AAB group

Glasgow

Hybrid

GBP 42,000 - 64,000

Full time

4 days ago
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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

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.

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