Private Client Manager- Bolton

Private Client ManagerBolton£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 or email

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