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- Tasks: Lead a portfolio of high-net-worth clients and deliver tailored tax planning.
- Company: Join a respected independent firm known for personalised client service and technical expertise.
- Benefits: Enjoy hybrid working, continuous training, and a strong commitment to work-life balance.
- Why this job: Step into a leadership role in a dynamic environment with direct partner access.
- Qualifications: CTA / ACA / ACCA qualified with significant UK private client tax experience required.
- Other info: We celebrate diversity and welcome applicants from all backgrounds.
The predicted salary is between 43000 - 65000 £ per year.
An outstanding opportunity to join a respected and growing independent firm based in Blackburn, as a Manager or Senior Manager with 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.
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 or email ________.
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.
Contact Detail:
Pro-Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Manager- Blackburn
✨Tip Number 1
Network with professionals in the private client tax sector. Attend industry events or webinars where you can meet potential colleagues and clients. Building relationships in this field can give you insights into the firm’s culture and expectations.
✨Tip Number 2
Research the firm thoroughly. Understand their approach to client management and compliance, as well as their values and mission. This knowledge will help you tailor your conversations during interviews and demonstrate your genuine interest in joining their team.
✨Tip Number 3
Prepare to discuss your leadership style and experiences in managing teams. Since the role involves mentoring junior staff, be ready to share specific examples of how you've successfully led teams and contributed to a collaborative work environment.
✨Tip Number 4
Stay updated on current trends and changes in UK private client tax legislation. Being knowledgeable about recent developments will not only boost your confidence but also show your commitment to providing high-quality service to clients.
We think you need these skills to ace Private Client Manager- Blackburn
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your CTA/ACA/ACCA credentials and relevant experience in UK private client tax. Emphasise your leadership skills and any experience managing compliance teams.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the firm's values and culture. Mention your experience with high-net-worth individuals and your approach to building long-term client relationships.
Highlight Relevant Experience: In your application, focus on specific examples of your past work that demonstrate your ability to deliver tailored tax planning and manage compliance effectively. Use metrics where possible to quantify your achievements.
Showcase Your Team Management Skills: Discuss your experience in mentoring and supporting team members. Highlight how you have contributed to a collaborative culture and any initiatives you've led that fostered knowledge sharing within your team.
How to prepare for a job interview at Pro-Tax Recruitment
✨Showcase Your Technical Knowledge
As a Private Client Manager, you'll need to demonstrate your expertise in UK private client tax. Be prepared to discuss specific tax planning strategies you've implemented, such as those related to Income Tax, CGT, and IHT. This will show your technical confidence and ability to handle complex matters.
✨Emphasise Leadership Experience
Highlight your experience in managing teams and mentoring junior staff. Share examples of how you've supported team members' development and contributed to a collaborative culture. This is crucial for a role that involves leading client relationships and compliance teams.
✨Demonstrate Commercial Awareness
Be ready to discuss how you stay informed about industry trends and changes in tax legislation. Showing that you understand the commercial implications of tax decisions will impress interviewers and demonstrate your capability to juggle advisory and compliance work effectively.
✨Prepare Questions About the Firm
Research the firm’s values, culture, and recent developments. Prepare thoughtful questions that reflect your interest in their approach to client service and team dynamics. This not only shows your enthusiasm but also helps you assess if the firm aligns with your career goals.
