FO&PC Advisory - Assistant Manager

ACCA Careers; Greater London; Hybrid; GBP 30,000 - 60,000; Part time

Job summary

An established industry player is seeking a motivated Assistant Manager for their Family Office & Private Client team. This role offers the opportunity to engage with high-net-worth individuals, providing tailored tax advice on complex matters. You will lead projects ensuring compliance and quality service while managing a diverse client portfolio. With flexible working arrangements, this position allows you to thrive in a supportive environment that values your growth and contributions. If you are a qualified tax adviser with a passion for personal tax, this role is a perfect fit for you.

Qualifications

• Qualified accountant or tax advisor with experience in personal tax.
• Ability to work independently and as part of a team.

Responsibilities

• Deliver high-quality personal tax service to clients.
• Manage complex client portfolios and provide tax advice.
• Project manage tax advisory assignments ensuring compliance.

Skills

Analytical Skills

Interpersonal Communication

Tax Advisory

Client Management

Education

Qualified Accountant (ATT, CTA, ACA, or ACCA)

Strong Academic Results

Job description

Join to apply for the FO&PC Advisory - Assistant Manager role at ACCA Careers

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Job Description

Base Location: Bristol OR Reading plus a network of 20 offices nationwide: www.kpmgcareers.co.uk/experienced-professional/#LeBlender.OfficeLocations

Why Join KPMG as a T&L FO & PC Advisory - Assistant Manager based in Bristol OR Reading

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 Tax Assistant Managers to join our successful Family Office & Private Client team based in the South (Bristol/Reading).

As a national practice, our FO&PC team consists of approximately 150 team members across the UK, led by 9 Partners and 15 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 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.

What will you be doing?

• Ensuring the delivery of a high-quality personal tax service to our clients.
• Managing a diverse portfolio of more complex clients and providing 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, often leading to bespoke tax advice and solutions to unique assignments.
• Project managing tax advisory assignments to ensure deadlines, risk management, and compliance procedures are 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?

• Qualified accountant or tax advisor with experience working in a personal tax-focused environment with exposure to a varied client base.
• Strong academic results and insightful understanding of issues facing private clients.
• Ability to work independently and as part of a team.
• Commitment to clients, colleagues, and KPMG.
• High analytical skills and a commercial approach to resolving issues and providing advice.
• Strong interpersonal, oral, and written communication skills.

If you are a highly motivated qualified tax adviser/ accountant (ATT, CTA, or ACA/ACCA) with experience in personal tax, we’d love to hear from you. We also consider highly motivated individuals qualified through experience without exams.

To discuss this or wider Tax roles, apply, create a profile, upload your CV, and begin your journey with KPMG.

Our Locations:

• Bristol
• Reading

With 20 sites across the UK, we offer flexible working arrangements including office work, remote work, flexible hours, and part-time options. Please discuss your needs with our team.

Find Out More

• Tax at KPMG
• About our firm
• Being inclusive
• Need Support? Let us know

For further information and to apply, please visit our website via the “Apply” button below.

Seniority level

• Mid-Senior level

Employment type

• Part-time

Job function

• Finance and Sales

Industries

• Accounting