Senior Manager in Private Client Advisory leading client projects at AAB, a professional services firm supporting individuals and businesses across the UK, Ireland, and the USA.
Responsibilities
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
Requirements
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
Benefits
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
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
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***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.*****
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