Edinburgh - Private Client Compliance Tax Senior Manager

Private Client Tax Compliance – Senior Manager

AAB delivers tax compliance services to a wide portfolio of clients including UHNW/HNW Individuals, Individuals, Seafarers, Non-resident Individuals, Farmers, Sole traders, Partnerships, Trusts and Estates. Reporting to the Head of Tax Compliance, you will be working alongside a team of experienced tax compliance specialists across all AAB offices as well as liaising with other Business Units to help deliver this service.

As a Senior Manager, you will be expected to assist and support the Head of Tax Compliance to help drive change and embed the use of new technology required to help grow the business, both locally and nationally. You will also 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.

• Responsibility for managing your own client portfolio, being the main point of contact for those clients and ensuring completion of any related MTD quarterly reporting, Final Declarations, Self-Assessment tax returns and Trust Accounts, if relevant by the relevant filing deadlines each year.
• Responsibility for following AAB Tax Compliance 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 of own portfolio including review and management of own WIP, proposals for new work, raising fees and proposing fee uplifts for additional work where required.
• Identifying opportunities for additional work within your client portfolio and cross-selling services as and when required.
• Meeting targets for winning new work as set by the leadership team each year.
• Reviewing work prepared by junior team members, including complex reviews for other team members where it is within your skillset.
• Undertaking the preparation of ad hoc advisory work arising within your own client portfolio, including but not limited to Real time CGT reporting, Remuneration planning, CGT calculations, Trust Registrations etc.
• Liaising and working with the Tax Advisory team and other Business Units including but not limited to BAG, as and when required.
• Line management responsibilities for junior members of the team.
• Mentoring, support 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 awareness of AAB and the tax compliance function within the local area.
• Help embed change and the use of new technology within AAB processes.
• Assist the Head of Tax Compliance in undertaking quarterly Quality Control Reviews (QCR) on work prepared within the compliance team to ensure adherence to risk processes, maintain quality and help identify training needs for the team and to maintain AAB quality standards.

• Relevant professional tax qualification (e.g. CA, ATT, CTA, STEP or similar)
• At least 3 years tax compliance experience in a Manager role or higher.
• Experience line managing people and / teams.
• Ability to undertake independent technical research
• Track record of handling a client portfolio with strong client engagement
• Desirable:
  Experience using CCH Personal Tax and related applications.
• Good knowledge in the use of Excel and Word.