AAB
Private Client Compliance Tax Assistant Manager/Manager
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Private Client Compliance Tax Assistant Manager/Manager
Application Deadline: 31 July 2026
Department: Private Client Compliance
Employment Type: Permanent
Location: Edinburgh
Description
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 ABILITY 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.
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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:
- Manage a portfolio of private client tax compliance clients, acting as the primary point of contact.
- Ensure completion of MTD quarterly reporting, Final Declarations, Self-Assessment Tax Returns, Trust Accounts and related compliance work within statutory deadlines.
- Manage portfolio financial performance, including WIP, billing, fee reviews and proposals for new work.
- Identify opportunities to provide additional services and cross-sell across the wider AAB Group.
- Prepare and deliver ad-hoc advisory work, including:
- Capital Gains Tax calculations and reporting
- Trust registrations
- Remuneration planning
- Other private client tax matters
- Work closely with colleagues across Tax Advisory and other business units to deliver integrated client solutions.
- Review work prepared by junior team members and provide technical guidance.
- Support, mentor and develop more junior colleagues.
- Contribute to the adoption of new technologies and continuous improvement initiatives.
- For Manager level applicants, take a leading role in developing client relationships, winning new business and contributing to team growth.
Experience & qualifications
Essential
- CTA, ATT, CA, STEP or another relevant professional qualification, or equivalent qualified by experience.
- Experience managing a private client tax compliance portfolio.
- Strong client relationship and communication skills.
- Ability to undertake technical research and provide practical solutions.
- Experience reviewing work and supporting junior team members.
- Proactive and commercially minded approach.
- Demonstrable experience operating at Assistant Manager level or above.
- Proven ability to manage client relationships and identify business development opportunities.
- Experience leading, coaching and developing junior team members.
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Desirable
- Experience using CCH Personal Tax and related applications.
- Strong Excel and Microsoft Office skills.
- Experience working with trusts, estates and wider private client tax matters.
What AAB Offers
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.
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