Private Client Assistant Manager- Bolton

Job Details

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 appropriated.

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.

Interested in learning more?
To discuss this role further or explore how it fits into your career goals, contact Victoria Walker at 0161 5297 10

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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.

Company

Placing individuals in tax jobs demands expertise. Whether you have tax vacancies that need filling or are looking to further your career with a new tax job, we can provide an informed and effective service, recruiting from tax juniors through to tax manager and tax director levels.

When it comes to successfully placing people into tax jobs, experience and expertise are paramount. We strive to put the right candidate with the right business for the benefit of both parties.

The Pro-Tax brand stands for professionalism, integrity and above all results. We pride ourselves on repeat business and this can only be achieved by doing a good job not only first time, but every time. If you’re looking for your next career move get in contact with one of our recruiters  here.

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