Lubbock Fine LLP
Private Client Tax Manager
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Lubbock Fine
Lubbock Fine is a 21 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 - Tax Department
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 Description
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.
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The successful candidate
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.
We would love to hear from you if you are...
- Qualified accountant with ATT and CTA 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.
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What we offer in return....
- Smart Working with core hours from 10am to 4pm
- 26 days holiday per annum plus bank holidays
- Discretionary bonus scheme
- 4 or 5% pension (matched)
- Private Medical insurance
- Dental insurance
- Interest free season ticket loan
- Enhanced Maternity, Paternity & Shared Parental Leave packages
- Flexible benefits: including healthcare assessments, cycle to work, health cash plan etc
- Employee assistance programme
- Annual summer away day and numerous other socials
- Numerous health and wellbeing benefits
- A supportive working environment where development and progression are actively encouraged!
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