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 Read more