Overview
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.
Application Deadline: 24 July 2026
Department: Private Client Compliance
Location: Leeds
Role Purpose
- 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 the 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 the 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 Offers
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.
Benefits
- 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.
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