Senior Manager - Private Client Tax

KPMG United Kingdom; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Manager for its Private Client tax team. This dynamic role involves leading the delivery of high-quality tax advice to a portfolio of high net worth clients, including entrepreneurs and shareholders. You will be responsible for building strong client relationships, managing a local team, and driving new business opportunities. The ideal candidate will possess strong personal tax knowledge and a track record of fostering long-term client relationships. Join a supportive environment where your contributions will make a significant impact on the firm's growth and client success.

Qualifications

• Proven track record in personal tax advisory with high net worth clients.
• Strong technical knowledge in shareholder tax planning and international tax.

Responsibilities

• Lead delivery of quality output and manage client relationships.
• Project manage complex tax advice and implementation.

Skills

Personal Tax Knowledge

Client Relationship Management

Tax Planning

Commercial Awareness

Project Management

Education

ACA

CA

CTA

ACCA

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.

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.

What the role involves:
• 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.

What we're looking for:
• 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.

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