Leads private client tax advisory projects, manages client relationships and teams, and provides specialist advice on inheritance tax, trusts, estates, succession planning, shareholder transactions, and self-assessment returns. The role oversees complex engagements, signs off tax returns, develops technical expertise, supports business growth, coordinates with external advisers, and contributes to departmental strategy and staff development.
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.
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:
- Oversee and lead client projects, effectively project managing challenging technical advice
- managing and building client relationships
- delivering strategic advisory services across private client
- Be a vital part of the management team who is involved with day-to-day team operations, ensuring internal and external targets and deadlines are met, including supporting the leadership team in setting and delivering the strategic objectives of the department
- Play an active role in the development and growth of the firm by identifying and progressing opportunities to promote the business in the marketplace, seeking new opportunities and securing new work, with the support of the business development team work
- Be recognised as a “go to” technical expert in all areas of private client advice, such as Inheritance Tax, Trusts, Estates, succession planning and shareholder transactions and present as a specialist both internally and externally
- Review and sign off complex Self Assessment Tax Returns
- Liaise with external advisors as appropriate to deliver high level tax advice
- Provide quality briefing to staff on delegation of work, with appropriate and ongoing support
- Continually and independently develop technical expertise to maintain market leading specialist client service, sharing technical expertise with clients and wider market
- Take responsibility for sharing technical expertise across the team and wider firm to both manage and facilitate development of connected service lines
- Build practical solutions, offers recommendations and be able to demonstrate to clients the value of this work, with due regard for risk
- Actively maintain long standing, trusted client relationships on behalf of the firm
Experience & qualifications
- Relevant professional tax qualification (e.g. CA, ATT, CTA, STEP or similar)
- Previous experience of working in a similar role including particular technical experience as detailed above. A knowledge of Irish Capital Taxes (CGT,CAT) and their interaction with their UK counterpart taxes is desirable.
- Expertise in advisory work
- Track record of handling a number of projects at one time
- Experience of managing a team
- Use of tax software,
- Ability to undertake independent technical research, preferably using Tolleys Guidance/ Library
WHAT AAB OFFER
We want you to feel supported inside and outside of work. That’s why we offer a benefits package designed for your wellbeing, lifestyle, and career.
Time Off & Family Support
- 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
Health & Wellbeing
- 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
Financial Security
- Competitive pension scheme
- Life assurance policies to support you and your family
Flexible & Agile Working
- Hybrid working model
- Agile working culture that supports flexible hours and smarter working
- Modern office spaces designed for collaboration, focus, and wellbeing
Disclaimer
Unsolicited CVs sent to AAB by Recruitment Agencies will not be accepted for this position. AAB operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our recruitment partners.
Unsolicited CVs sent to AAB by Recruitment Agencies will not be accepted for this position. AAB operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our recruitment partners.
AAB London, England Office
1st Floor, 131 Finsbury Pavement, London, United Kingdom, EC2A 1NT
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