Family Office & Private Client - Tax Assistant Manager

KPMG-UnitedKingdom; Bristol; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading professional services firm is seeking a Family Office & Private Client Tax Assistant Manager in Bristol. This role focuses on providing tailored tax advice to high net worth individuals and managing diverse client portfolios. Applicants should be qualified tax advisers with strong analytical and interpersonal skills, eager to tackle complex tax issues.

Benefits

Flexible working options

Training and development opportunities

Qualifications

• Experience in personal tax environment.
• Academically strong with insightful understanding of private client issues.
• Demonstrated client service focus and ability to deliver bespoke solutions.

Responsibilities

• Deliver high-quality personal tax service to clients.
• Manage diverse portfolio of complex clients and advise on various tax matters.
• Project manage tax advisory assignments and oversee career development of junior staff.

Skills

Analytical skills

Interpersonal skills

Communication skills

Teamwork

Education

Qualified accountant or tax advisor

ATT, CTA, ACA, ACCA qualification

Job description

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Family Office & Private Client - Tax Assistant Manager, Bristol

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Client:

KPMG-UnitedKingdom

Location:

Bristol, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

74e5f1df98e2

Job Views:

26

Posted:

22.06.2025

Expiry Date:

06.08.2025

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Job Description:

Job description

Base Location: Bristol or Reading

Why Join KPMG as a Family Office & Private Client Tax Assistant Manager

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.

We are currently recruiting for a FO & PC Tax Assistant Manager to join our successful Family Office & Private Client team based in Bristol or Reading.

The Team

As a national practice, our FO&PC team consists of 159 team members across the UK, led by 11 Partners and 16 Directors.

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 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.

We also recognise and value highly motivated individuals who are qualified through experience rather than exams and invite you to apply too.

What will you be doing?

The Role

This is primarily an advisory role and it entails working with high net worth individuals - both with UK affairs and international tax issues and also working with entrepreneurial businesses and shareholder owned companies.

More specifically, some of the responsibilities will include:

• Ensuring the delivery of a high quality personal tax service to our clients.
• Managing a diverse portfolio of more complex clients and being able to provide personal tax advice on a wide range of assignments including inheritance tax, capital gains tax, income tax, international tax matters, and identifying opportunities to advise your portfolio of clients in relation to these taxes.
• Providing original and creative thinking to solve tax problems, frequently leading to providing wholly bespoke tax advice and solutions to one-off assignments.
• Project managing tax advisory assignments to ensure deadlines, risk management, and compliance procedures are all met.
• Managing work in progress and ensuring prompt billing and cash collection.
• Overseeing the performance and career development of partly and newly qualified staff.

What will you need to do it?

Qualifications, Skills & Experience

Candidates interested in this role should have the following skills and qualifications:

• Qualified accountant or tax advisor with experience working in a personal tax focussed environment with exposure to a varied client base.
• Academically strong results in career to date coupled with a keen and insightful understanding of the issues facing private clients.
• Strong interpersonal skills are required in addition to strong oral and written communication skills.
• A keen and insightful appreciation of the issues facing clients and an ability to deliver bespoke tax solutions to meet their needs.
• An ability to work as part of a team as well as on their own initiative.
• A commitment to clients, colleagues, and KPMG.
• High level of analytical skills and a commercial approach to resolving issues and providing advice.

In particular, the role will suit either a high performing Assistant Manager keen to work with an exciting client base and keen to progress, or a recently qualified individual looking to gain exposure to a dynamic and entrepreneurial team.

We are also open to applicants from individuals with other relevant tax or accountancy experience that hold a suitable qualification and can demonstrate exceptional client service and a desire to develop in a new area of tax.

We recognise that as individuals, we each have particular needs and that one size doesn't fit all, when it comes to how, when, and where you work. That's why we're proud to offer our colleagues flexible working options. We believe in putting you at the centre of your career - KPMG will offer the training, development, and stimulating work environment to help you get to where your career ambitions are.

To discuss this or wider Tax roles with our recruitment team, all you need to do is apply, create a profile, upload your CV and begin to make your mark with KPMG.

Find out more:

Within Tax we have a range of divisions and specialisms. Click the links to find out more below:

• Tax at KPMG Tax & Law
• About our firm
• KPMG Culture. Being Inclusive
• KPMG Workability and Disability confidence

For additional support in applying, please click the links to find out more:

• Applying to KPMG
• Tips for interview
• KPMG values
• KPMG Competencies
• KPMG Locations and FAQ

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.