Private Client Assistant Manager- Bolton

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

Benefits offered by this job

Hybrid working

Strong benefits package

Minimum 3 days in office

Job summary

Pro-Tax in Bolton is seeking a Private Client Assistant Manager to join their Private Client Tax Services team. You will manage a portfolio of private tax clients, including high-net-worth individuals, and handle personal tax compliance.

Pro- Tax emphasizes collaboration with managers and directors, and offers hybrid working (minimum 3 days in the office) with a strong benefits package to support career progression within the firm.

Qualifications

• Experience in UK private client tax.
• Proven ability to handle self-assessment tax returns, trusts or estates.

Responsibilities

• 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.

Skills

Private client tax

Education

ATT / CTA / ACA

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 appropriately.

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.

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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.