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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 collaborative 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 42500 - 65000 £ per year.
Private Client Manager
Blackburn
£50,000 – £75,000 (Hybrid working & wider benefits)
An outstanding opportunity to join a respected and growing independent firm based in the 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.
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- Blackburn employer: Pro-Tax
Contact Detail:
Pro-Tax 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 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.
✨Tip Number 3
Prepare to discuss your leadership style and experiences. Since this role involves managing a team, be ready to share specific examples of how you've successfully led teams and mentored junior staff in previous positions.
✨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 the field during discussions with the hiring team.
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 experience in private client tax services, particularly your qualifications (CTA/ACA/ACCA) and any relevant leadership roles. Use specific examples to demonstrate your ability to manage client relationships and compliance teams.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention how your background aligns with their focus on high-net-worth individuals and family enterprises. Highlight your experience in tax planning and team management.
Showcase Your Technical Knowledge: Be prepared to discuss your technical knowledge in areas such as Income Tax, CGT, IHT, and trust structures. Use your application to illustrate your understanding of these topics and how you've applied them in previous roles.
Demonstrate Cultural Fit: Research the firm's culture and values. In your application, mention how you align with their collaborative approach and commitment to continuous training and development. This will show that you're not just a fit for the role, but for the company as well.
How to prepare for a job interview at Pro-Tax
✨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, particularly around Income Tax, CGT, IHT, and trust structures.
✨Highlight Leadership Experience
This role involves managing and mentoring a team, so be ready to share examples of how you've successfully led teams in the past. Discuss your approach to supporting junior staff and fostering a collaborative culture.
✨Demonstrate Client Relationship Skills
Since the firm values long-standing relationships with clients, prepare to talk about your experience in building and maintaining client relationships, especially with high-net-worth individuals and business owners.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities in real-world scenarios. Think of examples where you had to juggle advisory and compliance work, and how you managed to deliver tailored solutions under pressure.
