Private Client Senior Manager
Bolton
£50,000 - £75,000 (Hybrid working & wider benefits)
- 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 View phone number on pro-recruitment.co.uk or email View email address on pro-recruitment.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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