Private Client Manager- Bolton

Pro-Tax; Farnworth; Hybrid; GBP 50,000 - 75,000; Full time

Job summary

Pro-Tax Bolton is seeking an experienced Private Client Manager to lead a diverse portfolio of private clients, including high-net-worth individuals and family enterprises, with a strong compliance focus.

You will deliver tailored tax planning across Income Tax, CGT, IHT and succession planning, oversee personal tax compliance, mentor junior staff, and contribute to knowledge sharing and local business development. Hybrid working is offered, with clear progression opportunities.

Qualifications

• CTA/ACA/ACCA qualified; significant experience in UK private client tax.
• Comfortable leading client relationships and managing compliance teams.
• Commercially aware, technically confident, able to juggle advisory & compliance work.
• Experience managing a team and mentoring junior staff in a collaborative culture.

Responsibilities

• 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.

Skills

Client relationship management

Tax advisory & compliance

Team mentoring

Commercial awareness

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.

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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.