• 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

Private Client Tax Manager

Accountant

• **Key duties & responsibilities:**
• - Full ownership of the monthly management accounting cycle for your hotel portfolio.
• - Complete management accounting pack reviews of profit & loss and balance sheet, ensuring variances and areas of risk are identified and actioned appropriately.
• - Prepare monthly/quarterly VAT returns and assist with VAT inspections as required.
• - Review the work the Finance Assistant, providing coaching and development, and working to improve efficiency of daily processes.
• - Overall responsibility for Bank Reconciliation and Accounts Payable controls, supporting the Finance Assistant with process improvements, and in reaching resolution for any outstanding issues.
• - Preparation of year end audit files, and liaising with auditors during clients’ external audits.
• - Ensure compliance with policies, procedures and audit requirements by maintaining robust controls.
• - Contribute to a culture of continuous improvement, helping you and your team generate ideas to develop processes and controls.
• - Dealing with ad hoc queries and requests from hotel and client teams.
• - Assist the Financial Controllers in developing systems and process controls to provide a robust control environment which meets client needs
• - Complete ad hoc accounting and project work as required.
• Please not that this is not an exhaustive list of duties.**

Management Accountant

Financial Planning and Analysis

• Daily Income Audit, including revenue and ledger review and balancing.
• Processing/review of purchase invoices, and assisting with preparation of supplier payment runs, in line with agreed timescales and with appropriate approvals.
• General maintenance of the purchase ledger, including reconciling supplier statements, regular review of Aged Creditor ledgers, and communication with key stakeholders on any unresolved issues.
• Daily bank reconciliations, ensuring all reconciling items are investigated and resolved, and regular communication with key stakeholders on any unresolved issues.
• Managing internal/external queries to resolution through investigation, reconciliation, and escalation.
• Key support to the Management Accountant, including regular communication of matters pertaining to hotel portfolio, ad-hoc accounting duties, and assisting with month-end closing activities.

Finance Assistant

Executive Assistant

• Key duties & responsibilities****Travel Coordination:
• - Plan, book, and manage all travel arrangements for C-suite executives including flights, accommodation, transportation, and itineraries.
• - Ensure seamless travel experiences by anticipating needs and preparing necessary documentation.
• **Meeting Preparation:
• - Prepare and ensure all documentation and actions are ready for meetings.
• - Assist in drafting agendas and meeting materials and ensuring that meeting participants are briefed in relation to agenda and meeting materials required.
• **Meeting Support:
• - Take accurate and detailed actions during meetings, capturing key points, action items, and recording actions.
• - Follow up on action items and ensure timely completion.
• - Coordinate and schedule meetings, ensuring efficient time management.
• **Slide Presentations and Brand Compliance:
• - Create and edit slide presentations ensuring high-quality and brand-compliant materials.
• - Maintain consistency in branding across all executive communications and presentations.
• **Group Executive Team Efficiency:
• - Work closely with the other Executive Assistants to streamline processes and improve operational efficiency.
• - Act as the primary contact between the C-suite executives and internal departments, ensuring effective communication and collaboration.
• - Identify opportunities for process improvement and implement solutions.
• **Logistic Arrangements for Events:
• - Coordinate logistic arrangements for conferences, large get-togethers, meetings, and other ad-hoc physical events with the other Executive Assistants.
• - Manage event planning tasks including venue selection, catering, AV requirements, and accommodation for participants
• - Ensure all event logistics are handled efficiently, including registration processes, materials preparation, and on-site support.
• **Project Management:
• - Apply project management skills to manage and execute various initiatives and tasks efficiently.
• - Develop and maintain project plans, track progress, and ensure timely completion of projects.
• - Collaborate with stakeholders across the business to ensure project goals are met.
• - AI skills desirable / a willingness to upskill on AI

• Support the team in all aspects of a client portfolio working alongside the client engagement team ensuring all client deadlines and demands are met
• Take ownership of client portfolio, which may include year end and management accounts, budgets and forecasts for selected clients
• Managing and developing relationships with clients to ensure satisfaction with services provided and identifying opportunities to support clients
• Displaying effective communication with clients and colleagues;
• Take ownership and responsibility for delivery of all aspects of client accounting work from start to finish, on budget, liaising with other departments to agree timescales and plan performance of work and act to ensure delivery by all agreed deadlines
• Perform work as may be required, particularly work of an advanced technical nature, oversee the finalisation of all accounts, produce detailed reports and ensure all client queries are answered on a timely basis
• Take responsibility for the delivery of specialist advisory and project work to a high technical standard, writing in a clear concise manner, providing alternative options and concluding on recommendations
• Maintain and develop technical knowledge, undertaking research of new legislation, identifying opportunities for clients and advising accordingly
• Participating in tenders/proposals for new work as required.
• Demonstrate working knowledge of GAAP and Accounting standards – in particular FRS 102 1A

• - Support the team in all aspects of a client portfolio working alongside the client engagement team ensuring all client deadlines and demands are met
• - Take ownership of client portfolio, which may include year end and management accounts, budgets and forecasts for selected clients
• - Managing and developing relationships with clients to ensure satisfaction with services provided and identifying opportunities to support clients
• - Displaying effective communication with clients and colleagues;
• - Take ownership and responsibility for delivery of all aspects of client accounting work from start to finish, on budget, liaising with other departments to agree timescales and plan performance of work and act to ensure delivery by all agreed deadlines
• - Perform work as may be required, particularly work of an advanced technical nature, oversee the finalisation of all accounts, produce detailed reports and ensure all client queries are answered on a timely basis
• - Take responsibility for the delivery of specialist advisory and project work to a high technical standard, writing in a clear concise manner, providing alternative options and concluding on recommendations
• - Maintain and develop technical knowledge, undertaking research of new legislation, identifying opportunities for clients and advising accordingly
• - Participating in tenders/proposals for new work as required.
• - Demonstrate working knowledge of GAAP and Accounting standards – in particular FRS 102 1A

• - 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

Senior Manager, Private Client Tax Advisory

• 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 and Self-Assessment tax returns 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 member 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 Compliance in undertaking quarterly Quality Control Reviews (QCR) on work prepared within the compliance team to ensure adherence to processes, help identify training needs for the team and to maintain AAB quality standards.

Private Client Tax Compliance Manager/Senior Manager

• 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 and Self-Assessment tax returns 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 member 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 Compliance in undertaking quarterly Quality Control Reviews (QCR) on work prepared within the compliance team to ensure adherence to processes, help identify training needs for the team and to maintain AAB quality standards.

• 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

• 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