Private Client Manager- Bolton

PRO-TAX RECRUITMENT LIMITED; Bolton; Hybrid; GBP 50,000 - 75,000; Full time

Job summary

A respected firm in Bolton is looking for a Private Client Manager to handle a diverse portfolio including high-net-worth individuals and family businesses. This role combines client relationship management with technical tax planning, providing opportunities for professional growth in a collaborative environment.

Benefits

Continuous training and CPD support

Career progression pathways

Strong commitment to work-life balance

Qualifications

• Significant experience in UK private client tax.
• Experience managing a team and mentoring junior staff.

Responsibilities

• Lead a portfolio of private clients and deliver tailored tax planning.
• Oversee and review personal tax compliance work.
• Manage, mentor and support team members.

Skills

Team Management

Client Relationship Management

Tax Planning

Technical Confidence

Education

CTA / ACA / ACCA qualified

Job description

Private Client Manager
Bolton
£50,000 - £75,000 (Hybrid working & wider benefits)

An outstanding opportunity to join a respected and growing independent firm based in the Bolton, as a Manager or Senior Managerwith compliance focus in their Private Client Tax Services team.

Known for building long-standing relationships with business owners, high-net-worth individuals, and family enterprises, this firm offers a highly personalised approach backed by deep technical knowledge.

With a collaborative culture and direct partner access, this role presents the chance to step into a leadership position in a trusted and dynamic environment.

As a Private Client Manager, you will:

• 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 0161 5297 109 or email [e-mail]

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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.