Key Duties & Responsibilities

• Client Management:

  • Own client portfolio, acting as the primary point of contact
  • Ensure MTD quarterly reporting, Final Declarations, and Self-Assessment returns are completed by filing deadlines.

• Compliance & Efficiency:

  • Follow AAB Tax Compliance processes and internal workflows, including:
    • Utilising technology to enhance efficiency
    • Maintaining accurate client records
    • Updating real-time timesheets and work management tools diligently

• Financial Oversight & Growth:

  • Manage own Work in Progress (WIP), assess proposals for new work, and propose fee structures including adjustments for additional services.
  • Identify opportunities for cross-selling relevant AAB services.

• Performance & Mentorship:

  • Set internal targets for securing new business each year
  • Review and supervise work produced by junior team members
  • Provide one-to-one mentor support, career guidance, and training opportunities.

• Technology Adoption & Change Embedding:

  • Support digitisation and process improvements across the team.

• Advisory & Specialised Work:

  • Undertake ad hoc advisory tasks, such as:
    • CGT reporting, remuneration planning, CGT calculations, Trust registrations, IHT returns, etc.
  • Collaborate with Tax Advisory, BAG, and other Business Units as needed.

• Internal Leadership:

  • Line manage junior team members, fostering their growth and contributing to their professional development.

Requirements

Essential Qualifications & Experience:

• A relevant professional tax qualification (e.g., CA (Certified Accountant), ATT, CTA (Chartered Tax Adviser), STEP or equivalent).
• 2–3 years’ post-qualification experience in a tax compliance Assistant Manager role or higher.
• Specialised experience in:
  • Trust and Estate Tax Compliance
  • TRS (Tax Return Submission)
  • Trust administration
  • Inheritance Tax (IHT) Returns
• Demonstrated ability to conduct independent technical research.
• Proven reputation for managing client relationships effectively and achieving retention success.

Desirable Qualifications:

• Experience in Estate Administration management.
• Technical competence in applications like CCH Personal Tax, CCH Trust Accounts, and associated systems.
• Proficiency in Excel (advanced use) and Word.

Benefits

We’re invested in your well-being, career, and work-life balance.

Time Off & Family Support:

✅ Competitive annual leave (with carryover/buy-sell options) ✅ Enhanced parental leave (maternity, paternity, adoption) ✅ Paid volunteering allowance to support causes close to your heart

Health & Wellbeing:

✅ Private Medical Insurance (available to extend to family) ✅ 24/7 Employee Assistance Programme (EAP) for mental health and wellbeing support ✅ Death in Service benefit

Financial Security:

✅ Pension scheme with competitive contribution tiers ✅ Life assurance policies to support you and your family

Flexible Working Model:

✅ Hybrid working arrangements designed to support a healthy work-life balance. ✅ Empowered agility—smarter hours and modern, adaptable working practices. ✅ Comfortable office spaces tailored to collaboration, focus, and personal wellbeing.

Note: Unsolicited applications from recruiting agencies will not be considered. If agency assistance is required for this role, AAB’s Talent Acquisition team will coordinate all partnerships.