Family Office & Private Client Tax Manager

KPMG Careers; Reading; On-site; GBP 50,000 - 80,000; Full time

Job summary

KPMG is looking for a Family Office & Private Client Tax Manager to join their expanding team. In this advisory role, you will work with high net worth individuals and entrepreneurial businesses, providing tailored tax solutions and overseeing junior staff. Join KPMG to contribute your expertise in a dynamic and inclusive environment.

Benefits

Flexible working options

Career development and training

Qualifications

• Experience in personal tax advisory roles with high net worth clients.
• Strong understanding of tax issues facing private clients.
• Ability to deliver bespoke tax solutions.

Responsibilities

• Provide high-quality personal tax service to clients.
• Manage complex client portfolios and tax assignments.
• Project manage tax advisory tasks ensuring compliance and deadlines.

Skills

Interpersonal skills

Analytical skills

Communication skills

Education

ATT, CTA, ACA, or ACCA qualification

Job description

Family Office & Private Client Tax Manager

Why Join KPMG as a Family Office & Private Client Tax 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 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.

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:

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

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 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.

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.

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.

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.

We want you to bring your full self to work - to make this a place where people from every background thrive.

We welcome applications from people who have taken a career break.

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.

We don't accept speculative CVs from agencies - you can see our policy on agencies here:

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