Private Client Compliance Tax Manager/Senior Manager

Role Overview

• 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.

Requirements

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

Benefits

• 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
• 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
• Competitive pension scheme
• Life assurance policies to support you and your family
• Hybrid working model
• Agile working culture that supports flexible hours and smarter working
• Modern office spaces designed for collaboration, focus, and wellbeing