Private Client Assistant Manager- Bolton

Pro-Tax; Bolton; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

Join a growing independent firm in Bolton as a Private Client Assistant Manager. You'll manage a diverse portfolio of private tax clients and ensure compliance while enjoying a supportive work environment with real career progression opportunities.

Benefits

Hybrid working environment

Flexible hours

Collaborative team culture

Career progression pathways

Qualifications

• Demonstrable experience in UK private client tax.
• Experience with OMBs or high-net-worth clients is advantageous.
• Eagerness to grow your tax career.

Responsibilities

• Manage a portfolio of private tax clients.
• Handle personal tax compliance, including self-assessment tax returns.
• Contribute to the team's knowledge-sharing culture.

Skills

Team-oriented attitude

Collaborative

Confidence in preparing personal tax returns

Education

ATT / CTA / ACA qualification

Job description

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.