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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in tax advisory services, including inheritance tax, succession planning, and capital gains tax, while effectively managing client relationships and developing new business opportunities. Proficient in technical research and supporting junior team members in a collaborative environment.
Highest-signal resume keywords
Tax Advisory QualificationClient Relationship ManagementTechnical Research SkillsBusiness Development ExperienceProficiency in Excel
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Inheritance TaxSuccession PlanningCapital Gains TaxTrust StructuringResidence TaxInternational TaxTransaction-Related Tax AdviceTechnical Advice PresentationProposal DevelopmentFee Uplift Strategies
Soft Skills
Client CommunicationTeam SupportNetworking SkillsOpportunity IdentificationPresentation Skills
Tools & Technologies
ExcelWordPowerPointTolleys Research Tools
Certifications & Qualifications
CAATTCTASTEP
Industry Keywords
Advisory ServicesPrivate ClientsTax StructuringBusiness DevelopmentClient Meetings
About the role
Key responsibilities & impact- Support delivery of advisory services to a portfolio of private clients
- Act as a key client contact where appropriate
- Assist with inheritance tax, succession planning, capital gains tax, trust structuring, residence/international tax, and transaction-related tax advice
- Follow AAB Tax Advisory and internal processes
- Monitor work in progress on advisory assignments
- Assist with proposals for new work and fee uplifts
- Identify and develop advisory opportunities within existing client relationships
- Introduce and develop advisory opportunities with prospective clients
- Participate in client meetings and support presentation of technical advice
- Support and train junior team members
- Undertake internal and external business development, including networking events
- Identify opportunities for other business units and facilitate client introductions
Requirements
What you’ll need- Relevant professional tax qualification (e.g. CA, ATT, CTA, STEP or similar) or qualified by experience
- At least 1 year’s post qualification experience in a tax advisory role or qualified by experience
- Ability to undertake independent technical research
- Good knowledge in the use of Excel and Word
- Experience using Tolleys research tools and related applications (desirable)
- Good knowledge in the use of PowerPoint (desirable)
Benefits
Comp & perks- Annual leave plus public holidays, with the option to buy or carry over leave
- Enhanced parental leave (maternity, paternity, adoption)
- Paid volunteering day
- 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
- Hybrid working model
- Agile working culture supporting flexible hours and smarter working
- Modern office spaces designed for collaboration, focus, and wellbeing
- Tailored training, professional qualifications, and continuous support