Sharon
Docherty

WHO I HELP

Partnerships. Partners. Individuals. Sole traders.

HOW I HELP

Tax compliance. Self-assessment. Capital Gains Tax. Support.

“MAKING SURE CLIENTS FEEL CONFIDENT AND SUPPORTED.”

Sharon Docherty is a Private Client Tax Manager based in Glasgow. She supports individuals, sole traders, and partnerships with tax compliance, self-assessment, and Capital Gains Tax. As part of her role, she ensures that clients meet their annual tax obligations while also addressing any general tax queries that arise. In addition to managing client relationships, Sharon plays a crucial role in mentoring junior team members, providing them with guidance and support to help them develop within their careers.

BUILDING TRUST AND UNDERSTANDING CLIENT NEEDS

“For me, an ideal relationship with a client is based on trust, open communication, and understanding their individual needs. It’s important to find the best way to interact with each client and ensure that work is delivered within agreed timescales. I take pride in helping clients navigate the complexities of tax compliance, making sure they are informed about any changes that could affect them. A great relationship isn’t just about delivering work—it’s about making sure clients feel confident and supported throughout the process.”

COLLABORATION IS KEY TO SUCCESS, BOTH WITH CLIENTS AND COLLEAGUES

“I love working in a collaborative environment, where we can celebrate success together and bring out the best in each other. Whether it’s supporting colleagues or working with clients, I believe that having a strong, supportive network is crucial. Offering help when needed and being open to learning from others helps us all grow, both personally and professionally. Getting to know my colleagues and building relationships with them allows us to work more effectively as a team, ultimately benefiting the clients we serve.”

TAX LEGISLATION IS CONSTANTLY CHANGING, BUT ADAPTABILITY KEEPS US AHEAD

“One of the biggest challenges in my field is staying up to date with ever-changing tax legislation and ensuring that clients are informed of any developments that could impact them. It’s a continuous learning process, but I enjoy the challenge of keeping my technical knowledge current. Understanding which clients may be affected by specific changes and proactively providing them with the right advice is a crucial part of what I do. By staying ahead of these changes, I can ensure that clients remain compliant and well-prepared for the future.”

AAB’S FUTURE IS EXCITING, AND I LOOK FORWARD TO GROWING WITH IT

“AAB is a dynamic and evolving business, and I’m excited to be a part of that journey. One of the things I look forward to most is building relationships with new colleagues and learning how we can work together more effectively to support our clients. The more we collaborate and refine our processes, the better the service we can provide. I’m eager to contribute to AAB’s growth and continue developing my own expertise in the process.”

“NOTHING IS MORE IMPORTANT THAN OUR PEOPLE.”

“AAB’s commitment to its people resonates deeply with me. Without great people who feel valued, we wouldn’t be able to deliver for our clients or create the positive work environment that makes AAB special. I believe that fostering a workplace where everyone feels supported and appreciated is essential. That’s why I take an active interest in the development of my team members, ensuring that they have opportunities to grow and succeed. By sharing knowledge and listening to others, we can find the best solutions and create a culture of continuous improvement.”