via indeed · 5 June 2026 ·1 day ago

Private Client Tax Manager

AAB
Edinburgh
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Description

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.

ESG COMMITTMENT

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:

  • Manage a number of projects providing challenging technical advice

  • Managing and building client relationships

  • Delivering strategic advisory services across private client

  • 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

  • Review and sign off some 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

  • Actively maintain long standing, trusted client relationships on behalf of the firm

  • Managing financial processes for advisory clients

Experience \& qualifications


  • Relevant professional tax qualification (e.g. CA/ACA, ATT, CTA, STEP or similar)

  • Previous experience of working in a similar role including particular technical experience as detailed above

  • Expertise in advisory work

  • Track record of handling a number of projects for multiple partners at one time

  • Experience of line management

  • 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.*

About AAB

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Frequently asked questions

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