Private Client Tax Manager
Company
Location
Edinburgh, Scotland, United Kingdom
Posted At
6/25/2025
Advertise with us by contacting: [email protected]
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Description
Location Scotland
Job Details
Private Client Tax International Compliance Manager
The AAB Group is on an exciting growth journey and we are looking for an experienced manager for our Private Client Tax team. We would consider candidates across any of our office locations but ideally would like to hear from you if you are local to our Aberdeen office.
Our Private Client Tax team support a wide range of clients including entrepreneurs, high net worth individuals and international private clients, advising on their personal tax affairs. You will be working alongside an experienced advisory and compliance team across a number of locations. This role will be a mixed compliance and advisory role and will require experience not only in individuals but preferably international private client compliance and advisory work. Experience in advising on trusts from both a compliance and advisory perspective is preferable but not essential. 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 ad-hoc advice to a portfolio of clients.
Responsibilities Will Include
AAB Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
#scotland
Salary Competitive
Job Details
Private Client Tax International Compliance Manager
The AAB Group is on an exciting growth journey and we are looking for an experienced manager for our Private Client Tax team. We would consider candidates across any of our office locations but ideally would like to hear from you if you are local to our Aberdeen office.
Our Private Client Tax team support a wide range of clients including entrepreneurs, high net worth individuals and international private clients, advising on their personal tax affairs. You will be working alongside an experienced advisory and compliance team across a number of locations. This role will be a mixed compliance and advisory role and will require experience not only in individuals but preferably international private client compliance and advisory work. Experience in advising on trusts from both a compliance and advisory perspective is preferable but not essential. 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 ad-hoc 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 the international team with manager level reviews outside of your own portfolio when required.
- Identify and provide ad-hoc advisory services (both private client and across other teams) to your clients, including coaching and developing the 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
- Undertake business development to win new work and clients for the AAB group as a whole
- Overseeing fee management process
- Identifying opportunities for process improvements and enhanced efficiencies within operational tax compliance procedures
- Part qualified/qualified accountant, CTA/ATT or qualified by experience
- Strong understanding of compliance requirements in Private Client Tax (particularly with an international slant), focussing on individuals but other experience such as partnerships, trusts etc would ideal.
- Experience of managing a team
- Advisory experience would be preferable
AAB Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
#scotland
Salary Competitive
Advertise with us by contacting: [email protected]
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