Senior Manager - Private Client Tax

KPMG United Kingdom; Birmingham; On-site; GBP 150,000 - 200,000; Full time

Job summary

A leading consulting firm in Birmingham is seeking a Senior Manager to join their Private Client tax team. The ideal candidate will have strong personal tax knowledge and experience, focusing on delivering exceptional service to high net worth clients. Responsibilities include developing client relationships, managing team members, and providing complex tax advice. This role offers the opportunity to work in a dynamic environment, contributing to the firm’s growth through innovative solutions.

Qualifications

• University degree required for the position.
• Professional qualification such as ACA/CA/CTA/ACCA is essential.
• Strong personal tax knowledge and experience are necessary.

Responsibilities

• Develop and maintain relationships with portfolio clients.
• Assist in managing the local team and coaching members.
• Project manage complex tax advice delivery.

Skills

Strong personal tax knowledge

Client relationship management

Commercial awareness

Technical knowledge of advisory matters

Self-starter mentality

Education

University degree

ACA, CA, CTA, ACCA or equivalent

Job description

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Job description

The KPMG Private Client tax team is a fast-growing and integral part of the wider KPMG tax practice. In order to support further growth we are looking to appoint a Senior Manager in the Midlands.

We are looking for excellent candidates with a proven track record in this area who are seeking a dynamic and supportive working environment to help deliver these solutions.

You would be expected to lead the delivery of a quality output to our clients and participate in winning new clients by bringing new offerings to the market. Your client base would include a portfolio of high net worth clients, entrepreneurs, shareholders and international individuals.

Responsibilities

• Developing and maintaining strong relationships with portfolio clients and identifying leads for new work.
• You will be required to build and expand your internal and external network to generate new opportunities by focusing specifically on allocated clients and targets.
• Assist in the management of the local team and take responsibility for the coaching and development of other team members.
• Build a strong relationship with Corporate Finance colleagues to deliver tax advice to shareholders going through a transaction.
• Assessing client's personal tax position before developing and researching innovative solutions.
• Project managing the delivery of complex tax advice and the subsequent implementation of that advice.
• Controlling the financial aspect of an assignment by evidencing strong WIP management and billing controls.

The individual

Qualifications and Skills

• University degree
• ACA, CA, CTA, ACCA or equivalent with strong personal tax knowledge/experience

Experience and Background

• Excellent technical specialist knowledge and expertise on all matters relating to private client advisory matters including shareholder tax planning, transaction-based advice, advising on key tax reliefs (such as BADR and BPR) and international tax planning.
• Combines this technical knowledge with a strong commercial awareness to enable confident dialogue with business owners.
• Proven track record of building long term client relationships with high ranking C suite senior executives and shareholders which generate advisory opportunities.
• A passion for delivering exceptional service achieved by strength and depth of client relationships.
• Sustains a high level of drive, shows enthusiasm and a positive attitude that translates across the team.
• A strong team ethic and the ability to grow resources and personally invest both within your immediate peer group but also more widely across the firm.
• Be a self-starter who grasps market opportunities to develop new business.