Personal Tax Senior

Job description

Private Client Assistant Manager

Bolton / Blackburn

£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