Enter a job title or keyword

Private Client Compliance Trust Tax ManagerSenior Manager

AAB

Job Location:

Leeds - UK

Monthly Salary: Not provided by the employer

Posted: 19 September 2026 (17 hours ago)

Application Deadline: 17 December 2026

Vacancies: 1 Vacancy

Job Summary

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 1000 team members we deliver expert support to clients all over the world.

EVERYONE HAS THE AABILITY TO SUCCEED- WELL 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. Thats 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. Well 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 thats becoming a technical expert a future leader or someone who simply makes a difference every day. If youre ready to be part of a team thats united by purpose and driven by values wed 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

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 and Self-Assessment tax returns 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 IHT returns 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.
Mentoring support and training junior members of team to aid their development and career progression opportunities.
Help embed change and the use of new technology within AAB processes.

Experience & qualifications

Essential:

Relevant professional tax qualification (e.g. CA ATT CTA STEP or similar)
At least 2-3 years post qualification tax compliance experience in an Assistant Manager role or higher.
Experience in dealing with Trust and Estate Tax Compliance TRS Trust administration and IHT Returns is essential although client portfolio will also include other clients.
Ability to undertake independent technical research
Track record of handling a client portfolio with strong client engagement

Desirable:

Estate Administration
Experience using CCH Personal Tax CCH Trust Accounts and related applications.
Good knowledge in the use of Excel and Word.

WHAT AAB OFFER

We want you to feel supported inside and outside of work. Thats 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.

Required Experience:

Senior Manager

Apply Now