T&L FO&PC Compliance - Manager

KPMG International Cooperative; London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading professional services firm in the UK is seeking a Compliance Manager to oversee personal tax compliance for a portfolio of clients. The ideal candidate should be a qualified tax adviser with strong project management skills and an aptitude for exceptional client service. Responsibilities include managing compliance processes, providing advisory services, and ensuring quality delivery of tax-related issues. This role offers an opportunity to work with high-net-worth individuals in a dynamic environment.

Qualifications

• Experience in personal tax and client service.
• Strong academic background and understanding of private client issues.
• Ability to build relationships in a hybrid working environment.

Responsibilities

• Manage a portfolio of compliance clients and seek advisory opportunities.
• Ensure quality compliance service, including tax return reviews.
• Manage risk, budget, and cash collection for the portfolio.

Skills

Client service orientation

Communication skills

Project management

Education

Qualified tax adviser/accountant (ATT, CTA or ACA/ACCA)

Relevant tax or accountancy experience

Job description

Overview

Family Office & Private Client - Compliance Manager - Leeds, Bristol, Birmingham or Glasgow. The personal tax environment moves rapidly and our practice sits within a highly regulated environment. Candidates should be capable of managing a diverse range of tasks and demonstrate an aptitude for project management whilst maintaining impeccable standards of client service. The role entails managing a portfolio of, and holding the relationship with, compliance clients whilst identifying and actively seeking value-added advisory opportunities. You will lead the provision of day to day advisory matters on your clients, introducing and working alongside advisory colleagues where appropriate. You will ensure the delivery of a high quality compliance service to our clients, including the review of complex and varied tax returns, capital gains calculations, land and property accounts and complex residence and remittance issues. You will also manage the risk and regulatory considerations on your portfolio, budgeting, work in progress and ensure prompt billing and cash collection. If you are a highly motivated qualified tax adviser/ accountant (ATT, CTA or ACA/ACCA) with experience of working in personal tax, then we'd love to hear from you. We also recognise and value highly motivated individuals who are qualified through experience rather than exams and invite you to apply too. The role will suit either a high performing Manager keen to work with an exciting client base and keen to progress, or a recently qualified individual looking to gain exposure to a dynamic and entrepreneurial team. Candidates interested in this role should have the following skills and qualifications:

Responsibilities

• Manage a portfolio of compliance clients and hold the relationship with them; identify and actively seek value-added advisory opportunities.
• Lead day-to-day advisory matters on clients, introducing and working alongside advisory colleagues where appropriate.
• Ensure delivery of a high-quality compliance service, including review of complex and varied tax returns, capital gains calculations, land and property accounts and complex residence and remittance issues.
• Manage risk and regulatory considerations on the portfolio, budgeting, work in progress and ensure prompt billing and cash collection.

Qualifications

• Qualified tax adviser/ accountant (ATT, CTA or ACA/ACCA) with experience in personal tax; open to individuals qualified through experience if they demonstrate exceptional client service and a desire to develop in a new area of tax.
• Academically strong results with understanding of issues facing private clients and partnerships.
• Strong communication skills, ability to build internal and client relationships in a hybrid working environment, and willingness to contribute ideas to support business growth.
• Understanding of KPMG values and their importance in our work.
• Professional curiosity and enthusiasm for private client work with aptitude for technical analysis and potential to specialise while maintaining broad technical competence.
• Other relevant tax or accountancy experience with suitable qualification and a track record of exceptional client service may be considered.

About the Firm / Team

At KPMG, our values define who we are and the way we do business. As a leading professional services firm, we know that our strength and capability come from our people – their different perspectives, experiences and backgrounds. From our inclusive leadership strategy to our diversity and inclusion targets, we\'re making bold changes to who we are and what we do. Be part of it. The Team: We are currently recruiting managers to join our successful Family Office & Private Client Compliance team in our Bristol, Birmingham, Leeds, Glasgow. As a national practice our FO&PC team consists of 162 team members across the UK, led by 4 Partners, 7 Associate Partners and 19 Directors. We work with a variety of high net worth individuals — from stakeholders in privately owned and entrepreneurial businesses, executives of multi-national firms, landed estates and members of private equity firms, who may be tax resident and/or domiciled in a range of jurisdictions. We also specialise in providing advice to Trusts and Estates, and Partnerships.