Private Client Compliance Tax Manager/Senior Manager

AAB is hiring a Private Client Compliance Tax Manager/Senior Manager in Glasgow, United Kingdom. Level rates it ; you can apply on AAB.

Level's read on this job

On Level's scale, this role is Little AI ●○○○: aI is not part of the work.
The posting mentions tax compliance, leadership and taxation among its tools and skills.
Level classes it as a senior role.
AAB has 59 other open roles on Level.

AI in this role

Private client compliance tax manager/senior manager to drive tax compliance services and technology implementation.

tax-complianceleadershiptaxationchange-management

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 AABILITY 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.

ESG COMMITMENT

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

AAB delivers tax compliance services to a wide portfolio of clients including UHNW/HNW Individuals,
Individuals, Seafarers, Non-resident Individuals, Farmers, Sole traders, Partnerships, Trusts and Estates.
Reporting to the Head of Tax Compliance, you will be working alongside a team of experienced tax
compliance specialists across all AAB offices as well as liaising with other Business Units to help deliver
this service.
As a Senior Manager, you will be expected to assist and support the Head of Tax Compliance to help
drive change and embed the use of new technology required to help grow the business, both locally and
nationally. You will also be expected to lead by example in the performance of your own duties to
encourage other team members coming through the business to do the same.

Key duties & responsibilities
• 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, SelfAssessment tax returns and Trust Accounts, if relevant 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, including complex reviews for other team
members where it is within your skillset.
• 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 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.
• Undertaking Business Development both internally and externally, including attending local and
office based networking events with a view to increasing awareness of AAB and the tax
compliance function within the local area.
• Help embed change and the use of new technology within AAB processes.
• Assist the Head of Tax Compliance in undertaking quarterly Quality Control Reviews (QCR) on
work prepared within the compliance team to ensure adherence to risk processes, maintain
quality and help identify training needs for the team and to maintain AAB quality standards.

Experience & qualifications

Essential:
• Relevant professional tax qualification (e.g. CA, ATT, CTA, STEP or similar)
• Proven tax compliance experience gained at Manager level or above
• Experience line managing people and / teams.
• Ability to undertake independent technical research
• Track record of handling a client portfolio with strong client engagement

Desirable:
• Experience using CCH Personal Tax and related applications.
• Good knowledge in the use of Excel and Word

How we rate this

Private Client Compliance Tax Manager/Senior Manager at AAB rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

●●●● Builds AI80 to 100
●●●○ Works on AI60 to 79
●●○○ Uses AI40 to 59
●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Key facts

Private Client Compliance Tax Manager/Senior Manager is an open job at AAB.
Level rates this role AI Level 1 of 4: Little AI.
The role is based in Glasgow.
The job was posted on October 1, 2026.
Seniority: senior.
Applications are handled by AAB. Apply on AAB

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

Tax ComplianceLeadershipTaxationChange Management

Questions you could be asked

Tell me about a project where tax compliance was part of your work. What did you do?
Tell me about a project where leadership was part of your work. What did you do?
Tell me about a project where taxation was part of your work. What did you do?
Tell me about a project where change management was part of your work. What did you do?

Adapt your resume

List these exact terms on your resume: Tax Compliance, Leadership, Taxation, and Change Management. An applicant tracking system matches the wording, not the idea.
Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.

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