At a Glance
- Tasks: Manage diverse client portfolios and oversee tax compliance and advisory work.
- Company: Lubbock Fine, a growing accountancy firm in the heart of London.
- Benefits: Competitive salary, flexible working, health insurance, and wellness initiatives.
- Other info: Opportunities for professional development and a vibrant workplace culture.
- Why this job: Join a friendly team and make a real impact on clients' financial success.
- Qualifications: Qualified accountant with experience in international private client advisory.
The predicted salary is between 54000 - 66000 £ per year.
Lubbock Fine is a 20 partner accountancy and tax advisory practice in the City of London and a founder member of the global Russell Bedford International network.
We’re continuing to grow, with plans to reach around 200 professionals in 2026.
We work with clients across a wide range of sectors, offering our people strong exposure and opportunities to develop specialist knowledge.
Our culture is friendly, flexible and development-focused, with Smart Working, wellbeing initiatives and transparent progression, including our ‘Path-to-Partner’ programme and secondment opportunities.
Private Client Tax Manager - Our Tax Team
Our tax team currently have 35 staff from trainees to partner level.
The team look after tax affairs of the firm's private and corporate clients, covering all aspects of the UK tax system.
The work is varied and challenging, including compliance matters such as tax return preparation, and advisory projects.
Private Client Tax Manager - Job Specification
The role is mixed between personal tax compliance and personal tax advisory work.
- You will be the client manager to a diverse portfolio of clients, mostly with an international flavour to their affairs, including: HNW individuals, FIG users, trust settlors and beneficiaries.
- You will be responsible for overseeing the tax compliance services on your client portfolio, from ensuring the information is received on time, reviewing the tax return prepared by a trainee, liaising with the client as necessary, submission to HMRC, and management of WIP/Billing.
- You will be involved in providing advisory work to your client portfolio and other clients, this will be varied and challenging, and you will work under the guidance of directors and partners to deliver exceptional client results.
- You will have the opportunity to develop within an established private client tax team with a strong client base.
- You will be involved with business development and marketing opportunities.
The successful candidate is someone who is a qualified accountant who has trained in audit and developed a passion for technology and operational workflow improvement, be a great communicator and team player with a results-oriented work ethos
- Qualified accountant with ATT qualification, with a minimum of 3 years' post qualification experience within a UK professional services firm
- Good experience of working with international private clients on advisory work.
- Strong client portfolio management skills.
- Possess excellent IT skills, preferably with a good working knowledge of Digita.
- Ability to support marketing initiatives for the firm, for example by identifying marketing opportunities, writing tax articles and internal technical updates
- Ability to identify planning opportunities from existing and potential clients
- Ability to provide internal tax technical support to partners, tax team members and other personnel
- The ability to deal with conflicting demands
- Good written and verbal communication
- Good analytical skills
- A positive and enthusiastic attitude
- Self-motivation and are a good team player
- Highly motivated and committed to delivering excellent client service
Whatweofferinreturn....
- Acompetitivesalary
- Smart Workingwithcorehoursfrom10amto4pm
- Discretionarybonusscheme
- Matchedpension(either4%or5%)
- Privatemedicalinsurance
- Dentalinsurance
- Interestfreeseasonticketloan
- Enhancedmaternity, paternityandparentalleavepackages
- Flexiblebenefits: includinghealthcareassessments, cycletowork, childcarevouchersandhealthcashplan
- Employeeassistanceprogramme
- Freshfruitandsnacksintheofficeeveryweek
- Massage Angelsquarterly
- Annualawaydayand Christmaspartyaswellasnumerousothersocials
- Annualwellbeingcalendarwithfreeseminars, handoutsandlunchandlearnsessions
- Asupportingworkingenvironmentwheredevelopmentandprogressionareactivelyencouraged!
- #J-18808-Ljbffr
Private Client Tax Manager employer: Lubbock Fine LLP
Lubbock Fine is an exceptional employer located in the heart of the City of London, offering a vibrant and supportive work culture that prioritises employee development and wellbeing. With a strong focus on professional growth through initiatives like the 'Path-to-Partner' programme and diverse client exposure, employees are empowered to thrive in their careers while enjoying flexible working arrangements and a range of attractive benefits. Join us to be part of a dynamic team where your contributions are valued and rewarded.
