Trust Tax Manager (Hybrid) – Grow, Lead & Mentor

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

Benefits offered by this job

Annual leave

Hybrid working

Private medical insurance

Employee assistance program

Death in service

Pension

Life assurance

Job summary

AAB is seeking a Private Client Compliance Tax Manager/Senior Manager in Glasgow to lead client portfolios, manage MTD reporting, and oversee trust and estate tax compliance within the Private Client Compliance team. You will collaborate with the Tax Advisory team, mentor juniors, and drive process improvements using technology while growing the client base and maintaining strong relationships.

The role requires a professional tax qualification and 2–3 years post-qualification experience; hybrid

Qualifications

• Professional tax qualification (e.g. CA, ATT, CTA, STEP or similar).
• 2-3 years post-qualification tax compliance experience in Assistant Manager role or higher.
• Experience with Trust & Estate Tax Compliance, TRS, Trust administration and IHT Returns essential.
• Ability to undertake independent technical research.
• Track record of managing a client portfolio with strong client engagement.

Responsibilities

• Managing own client portfolio and serving as main contact for clients.
• Ensure timely completion of MTD reports, Final Declarations and Self-Assessment tax returns.
• Manage WIP, proposals for new work, and fee uplifts where required.
• Identify opportunities for additional work and cross-sell services.
• Meet targets for winning new work as set by leadership.
• Review work prepared by junior team members.
• Prepare ad hoc advisory work for client portfolios (CGT, Remuneration planning, IHT, etc).
• Liaise with Tax Advisory team and other Business Units as required.
• Line manage and mentor junior team members.
• Help embed change and use of new technology in processes.

Skills

Tax qualification

Post-qualification experience

Trust & Estate tax

Independent research

Client portfolio management

Client engagement

Education

Tax qualification (CA/ATT/CTA/STEP)

Tools

CCH Personal Tax

CCH Trust Accounts

Job description

AAB is seeking a Private Client Compliance Tax Manager/Senior Manager in Glasgow to lead client portfolios, manage MTD reporting, and oversee trust and estate tax compliance within the Private Client Compliance team. You will collaborate with the Tax Advisory team, mentor juniors, and drive process improvements using technology while growing the client base and maintaining strong relationships.

The role requires a professional tax qualification and 2–3 years post-qualification experience; hybrid