KPMG

Senior Tax Manager - Family Office & Private Client

Recruiter
KPMG
Location
London, UK
Salary
Competitive salary and a broad range of employee benefits
Posted
11 Nov 2024
Closes
25 Nov 2024
Ref
104563
Approved employers
Approved employer
Contract type
Permanent
Hours
Full time
Experience level
Manager

Job description

At KPMG, our values define who we are and the way we do business. As a leading professional services firm, we know that our strength and capability come from our people – their different perspectives, experiences and backgrounds. From our inclusive leadership strategy to our diversity and inclusion targets – we’re making bold changes to who we are and what we do. Be part of it.

The Team

As a national practice our FO&PC team consists of 162 team members across the UK, led by 5 Partners, 3 Associate Partners, and12 Directors.

We are a nationally run business with five core service areas:

  1. Transactions and Entrepreneurial Shareholders;
  2. Ultra High Net Worth Individuals;
  3. International;
  4. Partnerships;
  5. Investigations and Enquiries.

We work with a variety of high net worth individuals – from stakeholders in privately owned and entrepreneurial businesses, executives of multi-national firms, landed estates and senior members of private equity firms; who may be tax resident and/or domiciled in a range of jurisdictions. We also specialise in providing advice to Trusts and Estates, and Partnerships.

If you are a highly motivated qualified tax adviser/ accountant (ATT, CTA or ACA/ACCA) with experience of working in personal tax, then we’d love to hear from you.

The Role

The KPMG Private Client tax team is a fast-growing and integral part of the wider KPMG tax practice. In order to support further growth we are looking to appoint a Senior Manager.

We are looking for excellent candidates with a proven track record in this area who are seeking a dynamic and supportive working environment to help deliver these solutions.

You would be expected to lead the delivery of a quality output to our clients and participate in winning new clients by bringing new offerings to the market. Your client base would include a portfolio of high net worth clients, entrepreneurs, shareholders and international individuals.

Responsibilities

  • Developing and maintaining strong relationships with portfolio clients and identifying leads for new work.
  • You will be required to build and expand your internal and external network to generate new opportunities by focusing specifically on allocated clients and targets.
  • Assist in the management of the local team and take responsibility for the coaching and development of other team members.
  • Build a strong relationship with Corporate Finance colleagues to deliver tax advice to shareholders going through a transaction.
  • Assessing client’s personal tax position before developing and researching innovative solutions.
  • Project managing the delivery of complex tax advice and the subsequent implementation of that advice.
  • Controlling the financial aspect of an assignment by evidencing strong WIP management and billing controls.

The individual

Qualifications and Skills

  • University degree
  • ACA, CA, CTA, ACCA or equivalent with strong personal tax knowledge/experience

Experience and Background

  • Excellent technical specialist knowledge and expertise on all matters relating to private client advisory matters including shareholder tax planning, transaction-based advice, advising on key tax reliefs (such as BADR and BPR) and international tax planning.
  • Combines this technical knowledge with a strong commercial awareness to enable confident dialogue with business owners.
  • Proven track record of building long term client relationships with high ranking C suite senior executives and shareholders which generate advisory opportunities.
  • A passion for delivering exceptional service achieved by strength and depth of client relationships.
  • Sustains a high level of drive, shows enthusiasm and a positive attitude that translates across the team.
  • A strong team ethic and the ability to grow resources and personally invest both within your immediate peer group but also more widely across the firm.
  • Be a self-starter who grasps market opportunities to develop new business.
For further information, and to apply, please visit our website via the “Apply” button below. 

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