Private Client Compliance Trust Tax Manager/Senior Manager

Private Client Compliance Trust Tax Manager/Senior Manager

Location: Leeds

Employment Type: Permanent

Application Deadline: 24 July 2026

Description

This role involves managing a portfolio of Private Client compliance work, ensuring timely completion of MTD quarterly reporting, Final Declarations and Self Assessment tax returns, and delivering excellent client service.

Role Purpose

• Manage your own client portfolio and act as the main point of contact.
• Ensure timely completion of MTD quarterly reporting, Final Declarations and Self Assessment tax returns.
• Follow AAB Tax Compliance processes and use technology to improve efficiency.
• Financially manage own portfolio, including WIP review, proposals, fee setting and fee uplifts.
• Identify opportunities for additional work and cross sell services.
• Meet annual targets for new work as set by leadership.
• Review work prepared by junior team members.
• Prepare ad hoc advisory work such as CGT reporting, remuneration planning, CGT calculations, Trust registrations, IHT returns.
• Liaise with the Tax Advisory team and other Business Units.
• Provide line management, mentoring and training to junior team members.
• Embed change and adoption of new technology within AAB processes.

Experience & Qualifications

• Relevant professional tax qualification (CA, ATT, CTA, STEP or similar).
• At least 2-3 years post qualification experience in a tax compliance Assistant Manager role or higher.
• Experience in Trust and Estate Tax Compliance, TRS, Trust administration and IHT returns.
• Ability to conduct independent technical research.
• Track record of managing a client portfolio with strong client engagement.

Desirable

• Estate Administration experience.
• Experience using CCH Personal Tax, CCH Trust Accounts and related applications.
• Good knowledge of Excel and Word.

What AAB Offers

• 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 for you and optional family cover.
• Employee Assistance Programme for 24/7 mental health support.
• Death in Service benefit.
• Competitive pension scheme.
• Life assurance policies.
• Hybrid working model.
• Agile working culture that supports flexible hours.
• Modern office spaces for collaboration, focus and wellbeing.

Disclaimer: Unsolicited CVs sent to AAB by recruitment agencies will not be accepted for this position.