Overview
AAB is a leading professional services firm operating across the UK, Ireland, and the USA, specialising in the mid‑market. We provide audit, tax, corporate finance, payroll, people consultancy, and wealth management services to individuals, family businesses and organisations.
Application Deadline: 29 May 2026
Department: Private Client Advisory
Location: Glasgow
Role Purpose
* Oversee and lead client projects, managing technical advice
* Build and manage client relationships
* Deliver strategic advisory services across private client
* Contribute to day‑to‑day team operations, ensuring targets and deadlines are met and support the leadership team in setting and delivering the department’s strategic objectives
* Identify and secure new business opportunities through partnership with the business development team
* Be recognised as a technical expert in areas such as Inheritance Tax, Trusts, Estates, succession planning, and shareholder transactions
* 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 and ongoing support
* Continuously develop technical expertise to maintain market‑leading specialist service, sharing knowledge with clients and the wider firm
* Share technical expertise across the team and wider firm to facilitate connected service lines
* Build practical solutions, offer recommendations and demonstrate value to clients while managing risk
* Maintain long‑standing, trusted client relationships on behalf of the firm
Experience & Qualifications
* Relevant professional tax qualification (e.g., CA, ATT, CTA, STEP or similar)
* Previous experience in a similar role with technical expertise as listed above; knowledge of Irish Capital Taxes (CGT, CAT) and their interaction with UK counterpart taxes is desirable
* Expertise in advisory work
* Track record of managing multiple projects simultaneously
* Experience managing a team
* Proficiency with tax software
* Ability to conduct independent technical research, preferably using Tolleys Guidance/Library
What AAB Offers
Time Off & Family Support
* Annual leave (plus public holidays), with option to buy or carry over leave
* Enhanced parental leave (maternity, paternity, adoption)
* Paid volunteering day
Health & Wellbeing
* Private Medical Insurance (PMI) for you and optional family coverage
* Employee Assistance Programme (EAP) for 24/7 mental health support
* Death in Service benefit
Financial Security
* Competitive pension scheme
* Life assurance policies for you and your family
Flexible & Agile Working
* Hybrid working model
* Agile working culture supporting 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 will engage directly with recruitment partners if agency assistance is required.
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