The Role
Supports tax advisory services for high-net-worth individuals, business and farm owners, non-residents, globally mobile executives, partnerships, trusts, and estates. Responsibilities include inheritance and capital gains tax planning, succession planning, trust structuring, international tax advice, transaction support, client meetings, financial management, business development, cross-selling, and mentoring junior staff.
Summary Generated by Built In
DISCOVER YOUR POTENTIAL. BUILD YOUR CAREER. JOIN US AT AAB.
AAB is a leading professional services firm operating across the UK, Ireland, and the USA. We specialise in the mid-market, supporting individuals, family businesses, and organisations with a full suite of services including audit, tax, corporate finance, payroll, people consultancy, and wealth management. With 1,000+ team members, we deliver expert support to clients all over the world.
EVERYONE HAS THE AABILITY TO SUCCEED- WE’LL HELP YOU GET THERE.
Our people are at the heart of everything we do. We succeed together as one team, building strong client relationships through passion, empathy, and straightforward advice. That’s what makes AAB different. We invest in brilliant talent across every area of the business, offering tailored training, professional qualifications, and continuous support to help you grow.
Your growth matters to us. We’ll give you the tools, encouragement, and opportunities to lead, learn, and make an impact. Guided by our six core values, we foster a culture where collaboration, trust, and enthusiasm thrive.
AABSOLUTELY DEDICATED TO HELPING YOU ACHIEVE YOUR GOALS
At AAB, your career is what you make it. We are here to help you turn ambition into action, whether that’s becoming a technical expert, a future leader, or someone who simply makes a difference every day. If you're ready to be part of a team that’s united by purpose and driven by values, we’d love to hear from you.
AABSOLUTELY DEDICATED TO HELPING YOU ACHIEVE YOUR GOALS
At AAB, your career is what you make it. We are here to help you turn ambition into action, whether that’s becoming a technical expert, a future leader, or someone who simply makes a difference every day. If you're ready to be part of a team that’s united by purpose and driven by values, we’d love to hear from you.
ESG COMMITMENT
We take our responsibility seriously. From reducing our environmental impact, to supporting education through training and talent programmes, to giving back to our local communities with our charitable initiative ABBIE- ESG is part of who we are.
ROLE PURPOSE
AAB delivers tax compliance services to a wide portfolio of clients including UHNW/HNW Individuals, Individuals, Seafarers, Non-resident Individuals, Farmers, Sole traders, Partnerships, Trusts and Estates.
Ultimately reporting to the Head of Tax Compliance, you will report to your line manager and be working alongside a team of experienced tax compliance specialists across all AAB offices as well as liaising with other Business Units to help deliver this service.
As an Assistant Manager, you will be expected to lead by example in the performance of your own duties to encourage other team members coming through the business to do the same.
Key duties & responsibilities
• Responsibility for managing your own client portfolio, being the main point of contact for those clients and ensuring completion of any related MTD quarterly reporting, Final Declarations, Self- Assessment tax returns and Trust accounts, if relevant, by the relevant filing deadlines each year.
• Responsibility for following AAB Tax Compliance processes, as well as other internal processes required in the performance of your duties. This includes the use of technology to improve efficiency within the business, maintaining accurate client data, and the accurate and real time completion of timesheets and all workflow / job management tools.
• Financial Management of own portfolio including review and management of own WIP, proposals for new work, raising fees and proposing fee uplifts for additional work where required.
• Identifying opportunities for additional work within your client portfolio and cross-selling services as and when required.
• Meeting targets for winning new work as set by the leadership team each year.
• Reviewing work prepared by junior team members.
• Undertaking the preparation of ad hoc advisory work arising within your own client portfolio, including but not limited to Real time CGT reporting, Remuneration planning, CGT calculations, Trust Registrations etc.
• Liaising and working with the Tax Advisory team and other Business Units including but not limited to BAG, as and when required.
• Line management responsibilities for junior members of the team.
• Supporting and training junior members of team to aid their development and career progression opportunities.
Ultimately reporting to the Head of Tax Compliance, you will report to your line manager and be working alongside a team of experienced tax compliance specialists across all AAB offices as well as liaising with other Business Units to help deliver this service.
As an Assistant Manager, you will be expected to lead by example in the performance of your own duties to encourage other team members coming through the business to do the same.
Key duties & responsibilities
• Responsibility for managing your own client portfolio, being the main point of contact for those clients and ensuring completion of any related MTD quarterly reporting, Final Declarations, Self- Assessment tax returns and Trust accounts, if relevant, by the relevant filing deadlines each year.
• Responsibility for following AAB Tax Compliance processes, as well as other internal processes required in the performance of your duties. This includes the use of technology to improve efficiency within the business, maintaining accurate client data, and the accurate and real time completion of timesheets and all workflow / job management tools.
• Financial Management of own portfolio including review and management of own WIP, proposals for new work, raising fees and proposing fee uplifts for additional work where required.
• Identifying opportunities for additional work within your client portfolio and cross-selling services as and when required.
• Meeting targets for winning new work as set by the leadership team each year.
• Reviewing work prepared by junior team members.
• Undertaking the preparation of ad hoc advisory work arising within your own client portfolio, including but not limited to Real time CGT reporting, Remuneration planning, CGT calculations, Trust Registrations etc.
• Liaising and working with the Tax Advisory team and other Business Units including but not limited to BAG, as and when required.
• Line management responsibilities for junior members of the team.
• Supporting and training junior members of team to aid their development and career progression opportunities.
Experience & qualifications
Essential:
- Relevant professional tax qualification (e.g. CA, ATT, CTA, STEP or similar) or qualified by experience.
- Post qualification experience in a tax advisory role or qualified by experience.
- Ability to undertake independent technical research.
- Good knowledge in the use of Excel and Word
Desirable:
- Experience using Tolleys research tools and related applications.
- Good knowledge in the use of Powerpoint
WHAT AAB OFFER
We want you to feel supported inside and outside of work. That’s why we offer a benefits package designed for your wellbeing, lifestyle, and career.
Time Off & Family Support
- Annual leave (plus public holidays), with the option to buy or carry over leave
- Enhanced parental leave (maternity, paternity, adoption)
- Paid volunteering day to support causes that matter to you
Health & Wellbeing
- Private Medical Insurance (PMI) for you and the option to cover family members
- Employee Assistance Programme (EAP) for 24/7 mental health and wellbeing support
- Death in Service benefit
Financial Security
- Competitive pension scheme
- Life assurance policies to support you and your family
Flexible & Agile Working
- Hybrid working model
- Agile working culture that supports flexible hours and smarter working
- Modern office spaces designed for collaboration, focus, and wellbeing
Disclaimer
Unsolicited CVs sent to AAB by Recruitment Agencies will not be accepted for this position. AAB operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our recruitment partners.
Unsolicited CVs sent to AAB by Recruitment Agencies will not be accepted for this position. AAB operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our recruitment partners.
Skills Required
- Relevant professional tax qualification such as CA, ATT, CTA, STEP, or equivalent qualification by experience
- Post-qualification experience in a tax advisory role, or equivalent experience
- Ability to undertake independent technical research
- Good knowledge of Microsoft Excel and Microsoft Word
- Experience using Tolleys research tools and related applications
- Good knowledge of Microsoft PowerPoint
AAB Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about AAB and has not been reviewed or approved by AAB.
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Strong & Reliable Incentives — Paid overtime is highlighted as a notable advantage in audit, offering a dependable way to boost overall earnings. Feedback suggests this stands out in a sector where extra hours are often unpaid.
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Healthcare Strength — Advertised benefits include private medical insurance and 24/7 employee assistance support for mental health. Feedback suggests these offerings contribute to a solid health-focused package.
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Parental & Family Support — Enhanced parental leave and options to add family members to private medical insurance are promoted. Feedback suggests this breadth supports varied family needs.
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The Company
What We Do
AAB delivers Audit, Accounting, Tax, Payroll, HR, Consulting, and Advisory Solutions globally from its offices in the United Kingdom and Ireland.
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