Private Client Tax Assistant Manager

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 1000 team members we deliver expert support to clients all over the world.

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. Thats 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. Well 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 thats becoming a technical expert a future leader or someone who simply makes a difference every day. If youre ready to be part of a team thats united by purpose and driven by values wed love to hear from you.

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.

AAB delivers tax advisory services to a wide portfolio of clients including UHNW/HNW Individuals Business and Farm Owners Non-resident Individuals Globally Mobile Executives Partnerships Trusts and Estates.

Ultimately reporting to the Head of Tax Advisory you will report to your line manager and be working alongside a team of experienced tax advisory specialists across all AAB offices as well as liaising with other Business Units to help deliver this service.

As an Assistant Manager you will be expected to lead by example in the performance of your own duties to encourage other team members coming through the business to do the same.

Key duties & responsibilities
Supporting the delivery of advisory services to a portfolio of private clients acting as a key point of contact for clients where appropriate.
Assisting with the preparation of a wide range of tax advisory work including but not limited to inheritance tax planning succession planning capital gains tax planning trust structuring residence/international tax advice and transaction related tax advice.
Responsibility for following AAB Tax Advisory 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 responsibilities including monitoring WIP on advisory assignments assisting with proposals for new work raising fees and assisting with proposals for fee uplifts for additional work where required.
Working closely with senior members of the team to identify and develop potential advisory opportunities within existing client relationships and ensuring a joined-up approach to client service delivery.
Working closely with senior members of the team to introduce and develop potential advisory opportunities with new potential clients and ensuring a joined-up approach to client service delivery. Meeting targets for winning new work as set by the leadership team each year.
Participating in client meetings and supporting senior members of the team in presenting technical advice clearly and commercially to clients.
Supporting and training junior members of team to aid their development and career progression opportunities.
Undertaking Business Development both internally and externally including attending local and office-based networking events with a view to increasing external awareness of AAB and the tax advisory function within the local area as well as starting to build your own network of external peer contacts.
Spot opportunities for other business units and facilitate introduction of client to other AAB services with support from the management team where necessary.

Essential:

Desirable:

We want you to feel supported inside and outside of work. Thats why we offer a benefits package designed for your wellbeing lifestyle and career.

Time Off & Family Support

Health & Wellbeing

Financial Security

Flexible & Agile Working

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.