Tax Compliance Manager - Family Office & Private Client

KPMG UK; Bristol; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

A leading professional services firm is seeking a Compliance Manager to manage client relationships and provide high-quality compliance services. The role demands experience in personal tax with a focus on varied client bases. Successful candidates will demonstrate strong communication skills, professional curiosity, and an aptitude for project management. The company offers flexible working arrangements along with training and development opportunities to further your career aspirations.

Benefits

Flexible working options

Day off on your birthday

Preferential banking services

Qualifications

• Experience working in a personal tax-focused environment.
• An understanding of issues facing private clients and partnerships.
• Desire to develop in a new area of tax.

Responsibilities

• Manage a portfolio of compliance clients.
• Ensure delivery of high-quality compliance service.
• Review complex tax returns and capital gains calculations.

Skills

Strong communication skills

Professional curiosity

Ability to build relationships

Education

ATT, CTA or ACA/ACCA qualification

Academically strong results

Job description

Job description

Family Office & Private Client - Compliance Manager - Leeds, Bristol, Birmingham or Glasgow

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.

Team

We are currently recruiting managers to join our successful Family Office & Private Client Compliance team in Bristol, Birmingham, Leeds and 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.

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.

Role

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 compliance clients, holding the relationship with those clients while identifying and actively seeking value‑added advisory opportunities. You will lead the provision of day‑to‑day advisory matters, 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.

Qualifications, Skills & Experience

• A desire to work in a challenging but rewarding environment;
• Comfortable with building internal and client relationships in a hybrid working environment;
• Strong communication skills and a willingness to contribute ideas and actively participate in supporting business growth and practice development;
• Qualified tax adviser/ accountant (ATT, CTA or ACA/ACCA) with experience working in a personal tax focussed environment with exposure to a varied client base and strong commercial acumen;
• Academically strong results to date coupled with a keen and insightful understanding of the issues facing private clients and partnerships;
• An understanding of the KPMG Values and their importance in our work together;
• Professional curiosity, enthusiasm for private client work and an aptitude for technical analysis, perhaps with a desire to specialise in an area of interest alongside a strong general technical competence.

We are also open to applicants from individuals with other relevant tax or accountancy experience that hold a suitable qualification and can demonstrate exceptional client service and a desire to develop in a new area of tax.

We recognise that as individuals, we each have particular needs and that one size doesn’t fit all, when it comes to how, when and where you work. That’s why we’re proud to offer our colleagues flexible working options. We believe in putting you at the centre of your career – KPMG will offer the training, development and stimulating work environment to help you get to where your career ambitions are. That’s why we introduced ‘Our Deal’ – it’s our way of saying ‘thank you’ for bringing your best to work. As part of ‘Our Deal’, you’ll benefit from a range of rewards from secondment opportunities and preferential banking services to a day off on your birthday and open, honest conversations about your career development.

To discuss this or wider tax roles with our recruitment team, all you need to do is apply, create a profile, upload your CV and begin to make your mark with KPMG.