Senior Manager - Private Client Tax

KPMG-7; City Of London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A global consultancy firm is seeking a Senior Manager for their Private Client tax team in London. This role involves developing strong client relationships, advising high net worth individuals, and leading a local team. Ideal candidates will hold relevant qualifications and have a passion for exceptional service and business development. Competitive salary and career growth opportunities are offered.

Qualifications

• Proven expertise in advising on key tax reliefs and international tax planning.
• Experience in project managing complex tax advice delivery.
• Strong client relationship skills with high-ranking executives.

Responsibilities

• Develop and maintain relationships with portfolio clients.
• Build and expand internal and external networks for new opportunities.
• Assist in managing the local team and coach other members.
• Deliver tax advice and manage financial aspects effectively.

Skills

Strong personal tax knowledge/experience

Expertise in private client advisory

Ability to build long-term client relationships

Strong commercial awareness

Team ethic and collaboration

Education

ACA, CA, CTA, ACCA or equivalent

Job description

Job details

Location: London
Capability: Tax & Law
Experience Level: Senior Manager
Type: Full Time
Service Line: FOPC&R
Contract type: Permanent

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. 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.

Qualifications

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