Senior Tax Manager - Family Office & Private Client
Location: London
Capability: Tax & Law
Job details
Location: London
Capability: Tax & Law
Experience Level: Senior Manager
Type: Full Time
Service Line: Family Office & Private Client
Contract type: Permanent
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, and 12 Directors.
We are a nationally run business with five core service areas:
- Transactions and Entrepreneurial Shareholders;
- Ultra High Net Worth Individuals;
- International;
- Partnerships;
- 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.
Why Tax & Law at KPMG?
The issues surrounding tax and legal services are constantly evolving, both locally and globally. Which is why you'll find life at KPMG both intellectually stimulating and rewarding. There's also the scale and breadth of what we do – our services span specialisms such as Corporate and Indirect Tax; Expatriate and Private Client Personal Tax compliance and advice; and KPMG Law.
Read about Tax & LawAbout KPMG
With offices across the UK, we are part of a global network of firms providing Audit, Tax & Law, Consulting, Deal Advisory and Technology Services to diverse clients.
About KPMGOur Values
They provide us with a strong sense of identity, ensuring we can grow stronger. They bind us together, across our different backgrounds and cultures, and are common to each of us. Explore more about why Our Values matter.
Read moreAgile working
From role sharing and flexible start and finish times to home working, we'll try and support the flexible work patterns that best suit you.
Read moreCommitted to inclusion
We want you to bring your full self to work - to make this a place where people from every background thrive.
Read moreSupporting work returners
We welcome applications from people who have taken a career break.
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We're a member of the Business Disability Forum so please get in touch if you'd like to discuss any adjustments that you might need in the application process - and if you are successful beyond this.
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