Tax Manager - Family Office & Private Client - Compliance

ACCA Careers; Bristol; On-site; GBP 45,000 - 60,000; Part time

Job summary

A leading professional services firm is looking for a Tax Manager for their Family Office & Private Client team. The role involves managing compliance clients, delivering high-quality service, and identifying advisory opportunities. Ideal candidates are qualified tax advisers with personal tax experience and strong communication skills.

Qualifications

• Qualified tax adviser/accountant with personal tax experience.
• Strong commercial acumen and client service skills.

Responsibilities

• Manage a portfolio of compliance clients and identify advisory opportunities.
• Deliver high-quality compliance service and manage risk considerations.

Skills

Communication

Client Relationship Management

Project Management

Technical Analysis

Education

ATT

CTA

ACA

ACCA

Job description

Tax Manager - Family Office & Private Client - Compliance

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Tax Manager - Family Office & Private Client - Compliance

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Job Description

Job Description

Base Location: Bristol or Birmingham or Leeds

Why Join KPMG as a FO&PC Compliance - Manager

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.

We are currently recruiting for FO&PC Compliance – Managers to join our successful Family Office & Private Client team based in either Leeds, Bristol or Birmingham.

The Team

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

As a national practice our FO&PC team consists of 159 team members across the UK, led by 11 Partners and 16 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.

What will you be doing?

The 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, 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.

What will you need to do it?

Qualifications, Skills & Experience

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:

• 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 accountant or tax advisor with experience working in a personal tax focussed environment with exposure to a varied client base and strong commercial acumen.
• Academically strong results in career 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

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 recognise that there are also highly motivated individuals who are qualified though experience and may not be exam qualified and we are open to considering such individuals also.

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.

Our Locations:

We are open to talk to talent across the country but our core hubs for the team are:

• Bristol
• Birmingham
• Leeds
  
  

With 20 sites across the UK, we can potentially facilitate office work, working from home, flexible hours, and part-time options. If you have a need for flexibility, please register and discuss this with our team.

Find Out More

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.

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

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Accounting

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