Private Client Tax Manager

Lubbock Fine LLP; Greater London; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Smart Working

Discretionary bonus

Pension (4-5%)

Private medical insurance

Season ticket loan

Flexible benefits

Employee assistance programme

Fruit and snacks in the office

Away day and Christmas party

Wellbeing calendar

Development and progression encouraged

Job summary

Lubbock Fine LLP in the City of London is seeking a qualified personal tax adviser to manage a diverse client portfolio and deliver both compliance and advisory work for international clients.

You will oversee tax compliance, review returns with trainees, and support partners with planning opportunities and client service. A results-driven team player with strong communication is essential, as is flexibility for marketing involvement and development within the tax team.

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.
• 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

Responsibilities

• 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.

Skills

Communication

Analytical skills

Team player

Client service focus

Self-motivation

Marketing awareness

Education

ATT and CTA qualifications

Experience-based qualification

Tools

Digita

Job description

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.

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.

Job Requirements

• 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

Job Responsibilities

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

• 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!