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.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Lubbock Fine LLP, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Lubbock Fine LLP's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Lubbock Fine LLP. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Lubbock Fine LLP!
How to prepare for a job interview at Lubbock Fine LLP
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Lubbock Fine LLP.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Lubbock Fine LLP. It helps to show our commitment!
