Private Client Tax Manager/Senior Tax Manager

KPMG in the Crown Dependencies; Scotland; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

KPMG in the Crown Dependencies is seeking a Private Client Tax Manager/Senior Manager to manage a portfolio of high net worth clients and provide tax compliance and advisory services. This role involves business development, relationship management, and overseeing tax reporting for clients primarily in Guernsey and the UK. The successful candidate will have strong communication skills and relevant qualification, contributing to a growing team in a hybrid working environment.

Benefits

Competitive remuneration package

Hybrid working conditions

Medical and pension schemes

Corporate social responsibility program

Qualifications

• Experience in practice accounting environment.
• Knowledge of Guernsey and UK personal tax issues.

Responsibilities

• Manage a diverse portfolio of individual clients.
• Prepare proposals and tender documents for new clients.
• Mentor and coach junior team members.

Skills

Excellent communication skills

Project management

Client relationship management

Education

Qualified ACA, CA, ACCA, CTA, ATT or equivalent

Job description

Private Client Tax Manager/Senior Manager

About Us

KPMG in the Crown Dependencies has offices located inGuernsey, Jersey and the Isle of Man and is part of KPMG Islands Group, aregional network of over 3,000 professionals across 11 island jurisdictions.

We provideAudit, Tax, and Advisory services to a broad range of clients, particularly ininsurance, asset management, and international business.

The FamilyOffice and Private Client (“FOPC”) tax team is specifically looking to recruita Private Client Tax Manager or Senior Manager who will, ideally, be situatedin Guernsey to support the rapid growth of our private client offering. Thesuccessful candidate will be a key member of the team and will be heavilyinvolved with the growth of our private client practice and maintainingrelationships with our valued clients.

The role: Private Client Tax Manager/Senior Manager

You willreport directly to the Head of Family Office and Private Client, with veryclose interaction with other parts of the wider Tax department. You will beresponsible for maintaining a portfolio of private clients including high networth and ultra-high net worth individuals, and the structures they use tomanage their wealth. The focus of this role will be a split between providingtax reporting and compliance services and delivering regular advice to clientswithin the portfolio. It also includes external-facing responsibilities, withscope to be involved in business development and networking.

Role and Responsibilities:

Primarily,the successful candidate’s duties will include the following:

• Regularlyreviewing written tax advice in the form of memos, letters, reports, and emailcorrespondence.
• Managinga diverse portfolio of individual clients and having oversight of the taxreporting cycle for those clients. The successful candidate would manage boththe Guernsey and UK tax affairs of our personal clients.
• Developingstrong and trusted relationships within the Guernsey fiduciary and privateclient market including attending business events and hosting training sessionsfor private client focused topics.
• Preparingproposal and tender documents for new client relationships and new engagements.
• Identifyingand supporting business development opportunities, with guidance to help buildconfidence and develop skills in external networking and client engagement.
• Managingengagement-specific finances including oversight of your own work in progress,billing, cash collection and job budgeting.
• Buildingstrong internal relationships with leadership and management in our otherservice lines such as international, corporate and AEOI, and also with ourbusiness services teams.
• Actingas a central point of contact for communication with the client, able toprovide expert advice on the tax implications arising from their affairs.
• Activelykeeping up to date with changes in local and international tax matters andassisting with the production of news bulletins for clients.
• Mentoringand coaching junior members of the team, including providing feedback andrelevant training.

Requirements:

• Excellentcommunication skills with the ability to effectively engage with clients andinternal stakeholders.
• Astrong sense of initiative and proven ability to manage large and variedprojects with resilience, especially under pressure.
• Previousexperience in a practice accounting environment and familiarity with clientonboarding and risk management procedures.
• QualifiedACA, CA, ACCA, CTA, ATT or equivalent.
• Acompetent knowledge of Guernsey and UK personal tax issues including income,capital gains, inheritance, and other taxes.

What we can offer you:

• A competitiveremuneration package that is commensurate with qualifications and experience
• Hybrid workingconditions with an open-door policy as well as opportunities for secondmentsabroad
• A work-lifebalance with an emphasis on promoting health and wellbeing
• Medical andpension schemes
• A wellestablished and active corporate social responsibility program

Changeextends your horizons. It gives you a fresh perspective and the opportunity tolearn from others. KPMG will ensure you broaden your horizons.

About KPMG

KPMG is aglobal organization of independent professional services firms providing Audit,Tax and Advisory services. KPMG is the brand under which the member firms ofKPMG International Limited (“KPMG International”) operate and provideprofessional services. “KPMG” is used to refer to individual member firmswithin the KPMG organization or to one or more member firms collectively.

KPMG firmsoperate in 143 countries and territories with more than 273,000 partners andemployees working in member firms around the world. Each KPMG firm is a legallydistinct and separate entity and describes itself as such. Each KPMG memberfirm is responsible for its own obligations and liabilities.

KPMGInternational Limited is a private English company limited by guarantee. KPMGInternational Limited and its related entities do not provide services toclients.

For moredetail about our structure, please visit kpmg.com/governance.

Private Client Tax Manager/Senior Manager