Private Client Tax Manager - Birmingham

ACCA Careers; Birmingham; Hybrid; GBP 65,000 - 90,000; Full time

Job summary

KPMG in Birmingham is seeking a Private Client Tax Manager to deliver high-quality personal tax services to a diverse client base, including high-net-worth individuals, estates and partnerships.

You will manage a portfolio, provide bespoke tax advice, oversee junior staff, ensure deadlines and billing, and work from Birmingham with a national network.

Qualifications

• Qualified accountant or tax advisor with personal tax focus and varied client base.
• Academic excellence in career to date with strong private client awareness.
• Excellent interpersonal and written communication skills.

Responsibilities

• Deliver high quality personal tax service to clients.
• Manage a diverse portfolio including inheritance tax, capital gains tax, income tax, and international tax matters.
• Provide bespoke tax advice and creative solutions for assignments.
• Project manage tax advisory work to meet deadlines and ensure compliance.
• Oversee work in progress, billing, and cash collection.
• Support and develop partly and newly qualified staff.

Skills

Personal tax experience

Qualified accountant or tax advisor

Strong communication skills

Education

ATT/CTA/ACA/ACCA qualifications

Job description

Job Description

Job Title/Req Number: Private Client Tax Manager 108024

Base Location: Birmingham plus network of 20 offices nationally

The KPMG Private Client Tax Team is a cornerstone of our business. Operating from Birmingham we do work that matters, serving the region with diligence and expertise. KPMG is one of the world's largest and most respected consultancy businesses. We've supported the UK through times of war and peace, prosperity and recession, political and regulatory upheaval. We've proudly stood beside the institutions and businesses which make the UK what it is. We are a network of specialists with a proven track record in Private Client Tax who can offer a forward thinking working environment with a supportive structure and management team. We collaborate with organisations of all shapes and sizes across a broad range of tax solutions.

Why Join KPMG as an Private Client Tax Manager?

• 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.

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 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?

• 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.

Our Locations:

We are open to talk to talent across the country but our core hubs for Private Client Tax Manager are:

Birmingham

• This position will largely be based from Birmingham
• With 20 sites across the UK, we can potentially facilitate office work, working from home, flexible hours, and part-time options. If you have a need for flexibility, please register and discuss this with our team.