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- Tasks: Lead a portfolio of high-net-worth clients and deliver tailored tax planning.
- Company: Respected independent firm in Bolton with a collaborative culture.
- Benefits: Competitive salary, hybrid working, continuous training, and career progression.
- Why this job: Step into a leadership role and make a real impact in private client tax services.
- Qualifications: CTA/ACA/ACCA qualified with experience in UK private client tax.
- Other info: Supportive environment with a strong commitment to work-life balance.
The predicted salary is between 43000 - 65000 £ per year.
Private Client Manager
Bolton
£50,000 – £75,000 (Hybrid working & wider benefits)
An outstanding opportunity to join a respected and growing independent firm based in the Bolton, as a Manager or Senior Managerwith compliance focus in their Private Client Tax Services team.
Known for building long-standing relationships with business owners, high-net-worth individuals, and family enterprises, this firm offers a highly personalised approach backed by deep technical knowledge.
With a collaborative culture and direct partner access, this role presents the chance to step into a leadership position in a trusted and dynamic environment.
As a Private Client Manager, you will:
- Lead a portfolio of private clients including HNWIs, business owners, entrepreneurs, and family-run businesses.
- Deliver tailored tax planning across Income Tax, CGT, IHT, succession planning, and trust structures.
- Oversee and review personal tax compliance work, ensuring timely and accurate filing.
- Manage, mentor and support team members with reviews and technical development.
- Contribute to internal knowledge sharing and local business development initiatives.
Why join this Firm?
- Be part of a respected regional firm with a national outlook and a long history of client service excellence.
- Gain exposure to complex, high-value tax compliance matters within a supportive and agile firm structure.
- Benefit from a firm that invests in its people with continuous training, CPD support, and career progression pathways.
- Hybrid working arrangements and a strong commitment to work-life balance.
What you\’ll need to succeed:
- CTA / ACA / ACCA qualified, with significant experience in UK private client tax.
- Comfortable leading client relationships and managing compliance teams.
- Commercially aware, technically confident, and capable of juggling advisory and compliance work.
- Experience managing a team and mentoring junior staff and contributing to a collaborative culture.
Want to find out more about this role?
If you believe this opportunity could be the next step in your career or want to explore it in more detail, contact Victoria Walker on 0161 5297 109 or email victoria.walker@pro-tax.co.uk
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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
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Private Client Manager- Bolton employer: PRO-TAX RECRUITMENT LIMITED
Contact Detail:
PRO-TAX RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Manager- Bolton
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and engage on platforms like LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and role thoroughly. We recommend practising common interview questions and even doing mock interviews with friends. The more prepared you are, the more confident you'll feel when it’s time to shine!
✨Tip Number 3
Showcase your personality! During interviews, let your passion for the role and the firm shine through. We want to see how you fit into the team culture, so don’t be afraid to share your experiences and what makes you unique.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the position. We love seeing candidates who take that extra step to express their interest and appreciation.
We think you need these skills to ace Private Client Manager- Bolton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Private Client Manager role. Highlight your experience with HNWIs and tax compliance, and don’t forget to showcase your leadership skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about private client tax services and how your background aligns with our firm's values. Keep it personal and engaging – we love a good story!
Showcase Your Technical Knowledge: We’re looking for someone who’s not just experienced but also technically confident. Make sure to mention specific areas of tax planning you’ve worked on, like CGT or IHT. This will help us see your expertise in action!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of UK private client tax, especially around Income Tax, CGT, and IHT. Being able to discuss these topics confidently will show that you're technically sound and ready to lead.
✨Showcase Your Leadership Skills
Prepare examples of how you've managed teams or mentored junior staff in the past. This role is all about collaboration, so demonstrating your ability to support and develop others will be key.
✨Understand the Firm's Culture
Research the firm’s values and approach to client relationships. Be ready to discuss how your personal style aligns with their commitment to building long-standing relationships with clients, especially high-net-worth individuals.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's future plans, team dynamics, and how they support continuous training. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
