Private Client Tax Manager

THE BUSINESS
AAB is a tech-enabled, business critical services group providing audit and accounting, tax, payroll and HR, outsourcing and advisory solutions globally from our UK offices. We have great minds working together, enabling our customers to thrive. Combined with our commitment to building long lasting relationships, our expertise and enthusiasm, we're always finding ways to achieve our customer goals. In 2019 we were 350 employees, today we have 800. We're ranked as a UK top 30 Accountancy and Advisory firm.
THE TEAM
At AAB we pride ourselves on providing everyone with an inspiring career opportunity. Our culture keeps the layers simple and the relationship personal. We know that our success is down to one thing, our people, and we make sure looking after our people is at the heart of everything we do.
Does AAB sound like a good fit for you? We currently have an opening for a Private Client Tax Manager to join our Private Client Tax team.
THE ROLE
Private Client Tax Manager - Compliance and Trust experience - Leeds

AAB deliver both Private Client Tax advisory and compliance work to a wide portfolio of clients. You will be working alongside experienced advisory and compliance team across a number of locations. This role will be a mixed compliance role and will require experience not only in individuals and partnerships but preferably also trusts and/or international work. It will also be a complex senior review role. You must be able to use your initiative to work both independently and as part of a team, in a fast-paced environment, to deliver personal tax compliance services and some ad-hoc advisory advice to a portfolio of clients.

Responsibilities will include:
Manage your allocated portfolio of clients, ensuring compliance with the deadlines and agreed client service standards
Assist other team, such as trusts and international, with manager level reviews when required.
Identify and provide ad-hoc simple advisory services to your clients, including coaching and developing junior team with advisory projects.
Overseeing internal processes to ensure client data is obtained within set timescales to aid preparation of tax returns and provisions, and that returns and relevant forms are submitted on time.
Interact with clients and answer queries via email, phone, digital platform or letter
Develop and maintain relationships with clients through positive interactions in the course of service delivery
Overseeing fee management process
Identifying opportunities for process improvements and enhanced efficiencies within operational tax compliance procedures

Experience and skill set required for the role:
Part qualified/qualified accountant, CTA/ATT or qualified by experience
Strong understanding of compliance requirements in Private Client Tax, Trusts and Inheritance Tax
Experience of managing a team
Advisory experience would be preferable

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