At a Glance
- Tasks: Manage private tax clients and handle personal tax compliance in a supportive team.
- Company: A modern independent firm with strong roots in Bolton and a diverse tax team.
- Benefits: Hybrid working, flexible hours, competitive salary, and strong career progression opportunities.
- Other info: Inclusive workplace welcoming applicants from all backgrounds.
- Why this job: Join a growing firm with excellent leadership and make a real impact in private client tax.
- Qualifications: ATT/CTA/ACA qualified or near-qualified with experience in UK private client tax.
The predicted salary is between 55000 - 65000 £ per year.
- Private Client Assistant Manager
- Bolton
- £40,000 - £55,000 (Hybrid working & strong benefits package)
An exciting opportunity has arisen to join a growing and modern independent firm in the Bolton area as a Private Client Assistant Manager focusing on compliance within their respected Private Client Tax Services team.
This firm is known for its strong East Lancashire roots, long-standing client relationships, and a loyal, diverse tax team.
With recent investment backing and a leadership team committed to growth, this is a brilliant opportunity to progress your private client career in a supportive and forward-thinking environment.
As a Private Client Assistant Manager, you will
- Manage a portfolio of private tax clients, including HNWIs, entrepreneurs, and family business owners.
- Handle personal tax compliance, including self-assessment tax returns, trust returns, and basic advisory elements (as applicable).
- Work closely with managers and directors on client delivery, and take increasing ownership of client communications.
- Contribute to the team's knowledge-sharing culture and participate in client meetings where appropriately.
Why join this firm?
- Join a growing, PE-backed regional firm committed to keeping strong roots in the North West while expanding its service offering.
- Be part of a well‑established private client tax team with excellent leadership, technical strength, and mentoring support.
- Enjoy a hybrid working environment (minimum 3 days in the office), flexible hours, and a collaborative team culture.
- Real career progression pathways -with potential to step up to manager level or broaden into advisory work.
What you'll need to succeed
- ATT / CTA / ACA qualified (or near-qualified), with demonstrable experience in UK private client tax.
- Confidence in preparing and/or reviewing personal tax returns, including exposure to trusts or estates.
- A collaborative, team-oriented attitude and eagerness to grow your tax career within a supportive firm.
- Previous experience with OMBs or high-net-worth clients is advantageous.
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 Assistant Manager- Bolton in Farnworth employer: Pro-Tax
Pro-Tax is an excellent employer, offering a dynamic and collaborative work culture that fosters professional growth and development. With a competitive salary and benefits package, employees are encouraged to advance their careers towards Partnership while working on impactful projects for large multinational clients in a hybrid environment. The company's commitment to employee well-being and career progression makes it a rewarding place to build a meaningful career in international tax.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Assistant Manager- Bolton in Farnworth
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Pro-Tax. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Private Client Assistant Manager- Bolton in Farnworth
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Pro-Tax.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Pro-Tax's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Pro-Tax
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Pro-Tax.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Pro-Tax will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Pro-Tax employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
