At a Glance
- Tasks: Manage personal tax clients and deliver high-quality tax advice.
- Company: Leading North West advisory firm with a people-focused culture.
- Benefits: Hybrid working, flexible hours, and strong career progression opportunities.
- Other info: Inclusive workplace welcoming diverse applicants.
- Why this job: Join a supportive team and make a real impact on clients' financial success.
- Qualifications: CTA/ACA/ATT qualified with experience in personal tax compliance.
The predicted salary is between 51750 - 63250 £ per year.
- Personal Tax Manager
- Bolton
- £48,000 - £55,000 (Hybrid working + strong benefits)
A leading North West advisory and accountancy firm is looking for a Personal Tax Manager to join its growing Private Client team based in Bolton.
This is a fantastic opportunity to join a people-focused practice that combines a strong regional presence with a modern, forward-thinking approach to client service.
With a broad portfolio of high-net-worth individuals, business owners, and entrepreneurial clients, the firm provides a dynamic and supportive environment for tax professionals looking to deepen their expertise and progress their careers.
As a Personal Tax Manager, you will
- Manage a varied portfolio of personal tax clients including HNWIs, directors, and family business stakeholders.
- Take full responsibility for reviewing and delivering self-assessment tax returns, trust returns, and other related compliance matters.
- Provide input on a range of ad hoc tax advisory projects, including inheritance tax, capital gains, and succession planning.
- Work closely with senior leadership to deliver high-quality advice and develop lasting client relationships.
- Mentor and guide junior team members, contributing to their technical and professional growth.
Why consider this role?
- Join one of the region's most respected independent firms with a culture rooted in openness, collaboration, and development.
- Enjoy a hybrid working model (minimum 3 days in the Bolton office), with flexible hours and a strong focus on work-life balance.
- Benefit from clear and transparent career progression opportunities, including routes into advisory or senior leadership.
- Be part of a high-performing, supportive tax team that values both client service and team well being.
What you'll need to succeed
- CTA / ACA / ATT qualified (or equivalent experience), with solid UK personal tax compliance and advisory knowledge.
- Proven track record of managing a client portfolio, ideally including HNWIs and owner-managed businesses.
- Strong interpersonal and communication skills, with a proactive, client-focused approach.
- A commitment to delivering high-quality work and contributing to a collaborative team environment.
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 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 Manager 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.
✨Connect on Professional Platforms
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 Manager 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.
