Private Client Manager

Pro-Tax; Bolton; Hybrid; GBP 48,000 - 55,000; Full time

Job summary

A leading North West advisory firm is seeking a Personal Tax Manager in Bolton to manage a diverse personal tax client portfolio. The role offers a hybrid working model, strong career progression, and the opportunity to work in a supportive environment focused on client service and team well-being. Ideal candidates will have CTA/ACA/ATT qualifications and solid UK personal tax experience. Competitive salary offered.

Benefits

Flexible hours

Strong work-life balance

Transparent career progression

Qualifications

• Solid UK personal tax compliance and advisory knowledge.
• Proven track record of managing a client portfolio, ideally including HNWIs.
• Strong interpersonal and communication skills.

Responsibilities

• Manage a varied portfolio of personal tax clients including HNWIs.
• Review and deliver self-assessment tax returns and compliance matters.
• Provide input on ad hoc tax advisory projects.

Skills

UK personal tax compliance knowledge

Interpersonal skills

Communication skills

Proactive client-focused approach

Education

CTA / ACA / ATT qualification

Job description

Personal Tax Manager
Bolton
£48,000 - £55,000 (Hybrid working + strong benefits)

A leading North West advisory and accountancy firm is looking for a Personal Tax Manager to join its growing Private Client team based in Bolton.

This is a fantastic opportunity to join a people‑focused practice that combines a strong regional presence with a modern, forward‑thinking approach to client service.

With a broad portfolio of high‑net‑worth individuals, business owners, and entrepreneurial clients, the firm provides a dynamic and supportive environment for tax professionals looking to deepen their expertise and progress their careers.

• Manage a varied portfolio of personal tax clients including HNWIs, directors, and family business stakeholders.
• Take full responsibility for reviewing and delivering self‑assessment tax returns, trust returns, and other related compliance matters.
• Provide input on a range of ad hoc tax advisory projects, including inheritance tax, capital gains, and succession planning.
• Work closely with senior leadership to deliver high‑quality advice and develop lasting client relationships.
• Mentor and guide junior team members, contributing to their technical and professional growth.

Why consider this role?

• Join one of the region's most respected independent firms with a culture rooted in openness, collaboration, and development.
• Enjoy a hybrid working model (minimum 3 days in the Bolton office), with flexible hours and a strong focus on work‑life balance.
• Benefit from clear and transparent career progression opportunities, including routes into advisory or senior leadership.
• Be part of a high‑performing, supportive tax team that values both client service and team well‑being.

What you'll need to succeed:

• CTA / ACA / ATT qualified (or equivalent experience), with solid UK personal tax compliance and advisory knowledge.
• Proven track record of managing a client portfolio, ideally including HNWIs and owner‑managed businesses.
• Strong interpersonal and communication skills, with a proactive, client‑focused approach.
• A commitment to delivering high‑quality work and contributing to a collaborative team environment.

Interested?

For a confidential conversation about this opportunity and how it aligns with your career goals, please contact Victoria Walker on 0161 5297 10.

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.