Tax Manager - Family Office & Private Client Advisory

ACCA Careers; Bristol; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading professional services firm is seeking a Tax Manager for their Family Office & Private Client Advisory team in Bristol. The role involves providing bespoke tax advice to high-net-worth individuals and managing a diverse client portfolio. The ideal candidate will be a qualified tax advisor with strong interpersonal and analytical skills, committed to delivering high-quality service. Flexible working options are available to support career development.

Benefits

Flexible working options

Training and development opportunities

Day off on your birthday

Qualifications

• Qualified accountant or tax advisor with experience in personal tax.
• Strong academic results and understanding of private client issues.

Responsibilities

• Deliver high-quality personal tax service to clients.
• Manage complex client portfolios and provide tax advice.
• Project manage tax advisory assignments.

Skills

Interpersonal Skills

Analytical Skills

Communication Skills

Education

ATT

CTA

ACA

ACCA

Job description

Tax Manager - Family Office & Private Client Advisory

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Job Description

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.

Job Description

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

As a national practice our FO&PC team consists of 162 team members across the UK, led by 5 Partners, 3 Associate Partners, and 12 Directors.

We are a nationally run business with five core service areas:

• Transactions and Entrepreneurial Shareholders;
• Ultra High Net Worth Individuals;
• International;
• Partnerships;
• Investigations and Enquiries.
  
  

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 senior 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.

The Role

We are looking for a Manager to join the FO&PC team in Bristol/Reading.

This is primarily an advisory role and it entails working with high-net-worth individuals – both with UK affairs and international tax issues, and also working with entrepreneurial businesses and shareholder-owned companies.

More Specifically, Some Of The Responsibilities Will Include

• Ensuring the delivery of a high-quality personal tax service to our clients.
• Managing a diverse portfolio of more complex clients and being able to provide personal tax advice on a wide range of assignments including inheritance tax, capital gains tax, income tax, international tax matters, and identifying opportunities to advise your portfolio of clients in relation to these taxes.
• Providing original and creative thinking to solve tax problems, frequently leading to providing wholly bespoke tax advice and solutions to one-off assignments.
• Project managing tax advisory assignments to ensure deadlines, risk management, and compliance procedures are all met.
• Managing work in progress and ensuring prompt billing and cash collection.
• Overseeing the performance and career development of partly and newly qualified staff.
  
  

Qualifications, Skills & Experience

Candidates interested in this role should have the following skills and qualifications:

• Qualified accountant or tax advisor with experience working in a personal tax focussed environment with exposure to a varied client base.
• Academically strong results in career to date coupled with a keen and insightful understanding of the issues facing private clients.
• Strong interpersonal skills are required in addition to strong oral and written communication skills.
• A keen and insightful appreciation of the issues facing clients and an ability to deliver bespoke tax solutions to meet their needs.
• An ability to work as part of a team as well as on their own initiative.
• A commitment to clients, colleagues, and KPMG.
• High level of analytical skills and a commercial approach to resolving issues and providing advice.
  
  

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 have open, honest conversations about your career development.

For further information, and to apply, please visit our website via the “Apply” button below.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Accounting

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