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Provide administrative and client-facing support for financial planning teams: maintain client records, prepare client packs, manage delivery of client work, liaise with product and investment providers, update planners and clients throughout the client journey, review completed client files, meet KPIs/SLAs, and support continuous improvement while adhering to regulatory and ethical standards.

Support the AAB Wealth operations team by onboarding clients, maintaining accurate client records, preparing client meeting packs, liaising with providers, monitoring delivery of client work, updating planners and clients, reviewing completed files, meeting KPIs/SLAs, and adhering to regulatory and ethical standards.

Manage a portfolio of audit clients, coach and review team work, ensure engagements meet budgets and quality standards, identify technical issues and solutions, contribute to tenders and lead management initiatives while pursuing professional development.

Plan, execute and complete audit engagements; manage audit fieldwork and delivery; review draft accounts; act as client contact on site; supervise junior staff and handle fee/WIP matters.

Provide commercial, practical HR and employment law advice to clients; review and scale HR frameworks, policies and people practices; lead or support client projects; coach managers on recruitment, onboarding, performance and development; build inclusive cultures; act as a trusted HR advisor; research and implement practical HR tools; and contribute to business development and client engagement.

Manage end-to-end transfer pricing engagements: scoping, functional analysis, transfer pricing documentation (Master/Local Files), economic benchmarking, and intercompany financing analysis. Act as client lead, provide commercially focused advice, produce technical reports, support business development, mentor junior staff, and help grow the transfer pricing practice while keeping up with UK and OECD developments.

The Senior Manager will oversee client tax advisory projects, manage relationships, lead the management team, develop business opportunities, and deliver complex tax advice on private clients, reviewing tax returns and supporting staff development.

Oversee and manage client projects in private client tax advisory, deliver strategic advisory services, manage client relationships, and develop technical expertise.

The Indirect Tax Manager will manage tax compliance, improve processes, build client relationships, oversee team work, support advisory projects, and ensure quality delivery of services.

Manage a client portfolio delivering year-end and management accounts, budgets, forecasts, and technical advisory. Maintain client relationships, supervise junior staff, apply FRS 102 1A/GAAP, use cloud accounting systems (e.g., Xero), and support tenders and specialist projects.