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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 deep 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 opportunities for career progression.
- 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
Location: Bolton
Salary: £50,000 – £75,000 (Hybrid working & wider benefits)
An outstanding opportunity to join a respected and growing independent firm based in Bolton, 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.
Responsibilities
- 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.
Benefits
- 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.
Qualifications
- 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.
Contact
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.
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
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Manager- Bolton
✨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, as personal connections can often lead to job opportunities.
✨Tip Number 2
Showcase your leadership skills by discussing any relevant experiences where you've managed teams or projects. Highlighting your ability to mentor and support others will resonate well with the firm's collaborative culture.
✨Tip Number 3
Stay updated on the latest trends and changes in UK private client tax regulations. Being knowledgeable about current issues will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 4
Prepare thoughtful questions about the firm's approach to client relationships and team dynamics. This shows your genuine interest in their culture and how you can contribute to their success.
We think you need these skills to ace Private Client Manager- Bolton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in private client tax services. Emphasise your qualifications (CTA/ACA/ACCA) and any specific achievements in managing high-net-worth individuals or family-run businesses.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the firm. Mention your experience in leading client relationships and managing compliance teams, and express your enthusiasm for contributing to their collaborative culture.
Highlight Leadership Skills: In your application, focus on your ability to mentor and support team members. Provide examples of how you've contributed to team development and knowledge sharing in previous roles.
Showcase Technical Knowledge: Demonstrate your technical confidence in areas like Income Tax, CGT, IHT, and trust structures. Use specific examples from your past work to illustrate your expertise and problem-solving skills in complex tax compliance matters.
How to prepare for a job interview at Pro-Tax
✨Know Your Tax Fundamentals
Brush up on your knowledge of Income Tax, CGT, IHT, and trust structures. Being able to discuss these topics confidently will show your technical expertise and readiness for the role.
✨Demonstrate Leadership Skills
Prepare examples of how you've successfully managed teams or mentored junior staff in the past. This will highlight your ability to lead and contribute to a collaborative culture.
✨Showcase Client Relationship Management
Be ready to discuss your experience with high-net-worth individuals and business owners. Share specific instances where you built strong client relationships and delivered tailored tax planning solutions.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client service and team development. This demonstrates your genuine interest in the role and helps you assess if the firm aligns with your career goals.