Private Client Tax Manager

Lubbock Fine; Greater London; Hybrid; GBP 70,000 - 100,000; Full time

Benefits offered by this job

Smart Working

Discretionary bonus

Matched pension

Private medical insurance

Season ticket loan

Enhanced parental leave

Flexible benefits

Employee assistance programme

Wellbeing events

Job summary

Lubbock Fine in Greater London is looking for a Private Client Tax Manager to join its Tax Team. The role blends personal tax compliance with advisory work for a diverse, international client base, including high-net-worth individuals and trusts.

You will oversee the client portfolio, ensure timely information and delivery, and contribute to WIP/Billing management while collaborating with directors and partners to deliver exceptional results.

Qualifications

• Qualified Accountant with ATT and CTA qualifications, or qualified by experience, with a minimum of 3 years post-qualification experience within a UK professional services firm.
• Experience advising international private clients on tax matters.
• Strong IT skills and ability to support marketing and internal knowledge updates.

Responsibilities

• Manage a diverse portfolio of private clients, including international affairs.
• Oversee tax compliance services, reviewing returns and liaising with clients and HMRC.

Skills

Qualified Accountant

ATT & CTA qualifications

UK tax advisory experience

Digita proficiency

Education

ATT (Association of Taxation Technicians) and CTA (Chartered Tax Adviser) qualifications

Tools

Digita

Job description

Lubbock Fine is a successful 20 Partner accountancy and tax advisory practice. We are also the founder member of the award-winning global network Russell Bedford International. Due to a period of considerable growth, we plan to expand our team to 200 members of staff this year. The overarching strategy of the firm at the heart of our success is our vision to 'redefine exceptional'. Now is a perfect time to join us to be part of that success and to help shape the future.

We have a diverse range of clients, both within the UK and around the world. Our specialist business desks look after clients in France, Portugal, India, the Middle East and Africa, we have business operations in the Cayman Islands. Our Dubai office, established in 2006, was one of the first to register as auditors with the Dubai Financial Services Authority.

Our clients cover a vast array of sectors including property investment businesses, natural resources, and renewable energy firms, the media & entertainment sector, technology, FCA registered firms, charities and large funds with up to £4bn in assets. With such a diverse client base our work is both challenging and gratifying and offers our people many opportunities to gain exposure to new industries, or to specialise.

Our leadership team is friendly and approachable, and they keep an open-door policy to interact with the LF team at all levels. Our Smart Working policy enables you to reasonably work from where, and when to you want, ensuring that you have a high degree of autonomy over how you manage your time. This trust is rewarded with great performance.

We take CSR seriously and are heavily engaged in social mobility and charitable activities giving you the opportunity to give back. Employee wellbeing, flexibility and a quality working environment are at the core of the firm's values. We have an extensive range of benefits.

LF understands that everyone will have different long-term personal goals. Consequently, each employee is able to develop a tailored development plan to help them reach their specific career goals. Some of our team members have been assisted back into industry and are now our clients. After a period of time with the firm we offer sabbaticals and international secondments within the RBI network firms.

If you are looking to take your career path all the way to partnership, the path to achieving this will be completely transparent. LF operates a unique 'Path-to-Partner' training and mentoring programme, allowing you to progress from trainee, into management and then Partnership as fast as you are capable of doing so.

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

We would love to hear from you if you have:

• Qualified Accountant with ATT (Association of Taxation Technicians) and CTA (Chartered Tax Adviser) qualifications, or qualified by experience, 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.
• 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

What can we offer you in return?

• Smart Working with core hours from 10am to 4pm
• Discretionary bonus scheme
• Matched pension (either 4% or 5%)
• Private medical insurance
• Interest free season ticket loan
• Enhanced maternity, paternity and parental leave packages
• Flexible benefits: including healthcare assessments, cycle to work, childcare vouchers and health cash plan
• Employee assistance programme
• Fresh fruit and snacks in the office every week
• Annual away day and Christmas party as well as numerous other socials
• Annual wellbeing calendar with free seminars, handouts and lunch and learn sessions
• A supporting working environment where development and progression are actively encouraged!