Private Client Tax Compliance Assistant Manager – Manager

AAB

. Manage a personal portfolio of clients, acting as the main point of contact .

Posted 10/30/2026full-timeGlasgow • United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax compliance and advisory services, managing client portfolios, and leading junior team members. Proficient in financial management, technical research, and utilizing technology to enhance operational efficiency.

Highest-signal resume keywords

Tax Qualification (CA, ATT, CTA, STEP)Tax Advisory ExperienceClient Portfolio ManagementTechnical Research AbilityFinancial Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

MTD Quarterly ReportingSelf-Assessment Tax ReturnsTrust Accounts ManagementReal Time CGT ReportingCGT CalculationsRemuneration PlanningAd Hoc Advisory WorkCross-Selling ServicesWorkflow ManagementTimesheet Completion

Soft Skills

LeadershipTeam ManagementCommunicationClient LiaisonTraining and Support

Tools & Technologies

ExcelWordPowerPointTolleys Research ToolsJob Management Tools

Certifications & Qualifications

CAATTCTASTEP

Industry Keywords

Tax ComplianceTax AdvisoryClient ManagementFinancial ProposalsWIP Management

About the role

Key responsibilities & impact

Manage a personal portfolio of clients, acting as the main point of contact
Complete MTD quarterly reporting, Final Declarations, Self-Assessment tax returns, and Trust accounts where relevant
Follow AAB Tax Compliance and internal processes
Use technology to improve efficiency and maintain accurate client data
Complete timesheets and workflow/job-management tools accurately and in real time
Manage portfolio finances, including WIP, proposals, fees, and fee uplifts
Identify additional work opportunities and cross-sell services
Meet annual new-business targets set by the leadership team
Review work prepared by junior team members
Prepare ad hoc advisory work, including Real Time CGT reporting, remuneration planning, CGT calculations, and Trust Registrations
Liaise with the Tax Advisory team and other business units
Line-manage, support, and train junior team members
Lead by example and report to the line manager, ultimately under the Head of Tax Compliance

Requirements

What you’ll need

Relevant professional tax qualification (e.g. CA, ATT, CTA, STEP or similar) or qualified by experience
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 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
Tailored training, professional qualifications, and continuous support
Opportunities to lead, learn, and make an impact