Level

AAB

Private Client Compliance Trust Tax Manager/Senior Manager

AI in this role

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

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 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.

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 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.

How we rate this

Private Client Compliance Trust Tax Manager/Senior Manager at AAB rates 35 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.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

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

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