Senior Manager, Private Client Tax

ACCA Careers; West of England; On-site; GBP 90,000 - 140,000; Full time

Job summary

KPMG UK in Bristol or Reading is seeking a Senior Manager to lead the delivery of Private Client tax services for a distinguished portfolio of high-net-worth clients, entrepreneurs, and international individuals.

You will contribute to high-quality tax advisory, manage client relationships, and collaborate with Finance and Corporate teams to deliver integrated tax solutions while supporting business development initiatives and growth in the Private Client practice.

Qualifications

• ACA, CA, CTA, ACCA or equivalent qualification with extensive personal tax knowledge and experience.
• Excellent technical specialist knowledge and expertise across Private Client advisory matters.

Responsibilities

• Develop and maintain relationships with portfolio clients, identifying opportunities for new work.
• Expand internal and external network to generate new business, focusing on allocated clients and targets.
• Mentor and coach team members; contribute to management of the local team.
• Collaborate with Corporate Finance colleagues to provide joined-up tax advice during transactions.
• Assess clients' personal tax positions and develop innovative solutions to complex challenges.
• Project manage delivery of tax advice and its implementation.
• Oversee WIP and billing to control financial aspects of assignments.

Skills

Personal tax knowledge

Job description

Senior Manager, Private Client Tax

Join a Team Where Your Impact is Valued and Your Growth is Nurtured!

The KPMG Private Client tax team is a rapidly expanding and integral part of KPMG's wider tax practice. We are seeking an exceptional Senior Manager in Bristol or Reading to join our dynamic and supportive environment. This is a unique opportunity to work with a team renowned for its collaborative spirit and a firm culture that truly invests in its people. We are very proud of the culture of our team and our focus on continuing to develop our people.

KPMG UK

Job Description

Senior Manager, Private Client Tax

Join a Team Where Your Impact is Valued and Your Growth is Nurtured!

The KPMG Private Client tax team is a rapidly expanding and integral part of KPMG's wider tax practice. We are seeking an exceptional Senior Manager in Bristol or Reading to join our dynamic and supportive environment. This is a unique opportunity to work with a team renowned for its collaborative spirit and a firm culture that truly invests in its people. We are very proud of the culture of our team and our focus on continuing to develop our people.

A Client Portfolio That Stands Apart!

At KPMG, we pride ourselves on the quality and complexity of our client engagements. As a Senior Manager, you will lead the delivery of high-quality tax advice to a distinguished portfolio of high-net-worth clients, entrepreneurs, shareholders, and international individuals. This offers an enriching experience, providing exposure to sophisticated tax planning and advisory work that sets us apart. Our clients value objective advice delivered by professionals committed to integrity and excellence.

The Opportunity

We are looking for someone with a strong track record in Private Client tax who is eager to contribute to our continued growth. You will be a key part of the team delivering exceptional client service and actively participating in business development by bringing innovative offerings to the market.

Key Responsibilities

• Develop and maintain relationships with your portfolio clients, identifying opportunities for new work.
• Expand your internal and external network to generate new business, focusing on allocated clients and targets.
• Contribute to the management of the local team, taking responsibility for coaching and developing team members.
• Cultivate strong relationships with Corporate Finance colleagues to provide joined up tax advice to shareholders undergoing transactions.
• Assess clients' personal tax positions, developing and researching innovative solutions to complex challenges.
• Project manage the delivery of tax advice and its subsequent implementation.
• Control the financial aspects of assignments through WIP management and billing.

Qualifications And Skills

• ACA, CA, CTA, ACCA or equivalent qualification with extensive personal tax knowledge and experience.

Experience And Background

• Excellent technical specialist knowledge and expertise across all Private Client advisory matters, including shareholder tax planning, transaction-based advice and advising on key tax reliefs (such as BADR and BPR).
• A strong commercial awareness that enables confident dialogue with business owners, complementing your technical knowledge.
• A proven track record of building long-term client relationships with high-ranking C-suite senior executives and shareholders, leading to advisory opportunities.
• A passion for delivering exceptional service, underpinned by the strength and depth of your client relationships.
• Demonstrated ability to sustain a high level of drive, enthusiasm, and a positive attitude that inspires the team.
• A strong team ethic, with the ability to foster growth within your immediate peer group and across the wider firm.
• A self-starter who proactively identifies and capitalises on market opportunities to develop new business.