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Tax Senior Manager - Private Client

TN United Kingdom

Reading

On-site

GBP 60,000 - 100,000

Full time

7 days ago
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Job summary

An established industry player is seeking a Senior Manager to join their dynamic Private Client tax team. This role involves leading the delivery of quality tax solutions to high net worth clients and entrepreneurs. You will be responsible for building strong client relationships, managing a local team, and delivering innovative tax advice. The ideal candidate will have a proven track record in private client advisory, excellent communication skills, and a passion for exceptional service. Join this supportive environment and make a significant impact on the growth of the business.

Qualifications

  • Strong personal tax knowledge and experience.
  • Proven client relationship building with high-level executives.

Responsibilities

  • Develop and maintain strong relationships with portfolio clients.
  • Project manage the delivery of complex tax advice.
  • Assist in managing the local team and coaching members.

Skills

Personal Tax Knowledge
Client Relationship Management
Commercial Awareness
Team Management

Education

ACA
CA
CTA
ACCA

Job description

Social network you want to login/join with:

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Client:

KPMG

Location:

Reading, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

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Job Reference:

f5750532a921

Job Views:

2

Posted:

02.05.2025

Expiry Date:

16.06.2025

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Job Description:

The KPMG Private Client tax team is a fast-growing and integral part of the wider KPMG tax practice. To support further growth, we are looking to appoint a Senior Manager in Bristol.

We seek excellent candidates with a proven track record in this area who desire a dynamic and supportive working environment to help deliver these solutions.

You would lead the delivery of quality output to our clients and participate in winning new clients by bringing new offerings to the market. Your client base would include high net worth clients, entrepreneurs, shareholders, and international individuals.

Responsibilities

  1. Develop and maintain strong relationships with portfolio clients and identify leads for new work.
  2. Build and expand your internal and external network to generate new opportunities, focusing on allocated clients and targets.
  3. Assist in managing the local team and take responsibility for coaching and developing team members.
  4. Build strong relationships with Corporate Finance colleagues to deliver tax advice during transactions.
  5. Assess clients’ personal tax positions and develop innovative solutions.
  6. Project manage the delivery and implementation of complex tax advice.
  7. Manage financial aspects of assignments, including WIP and billing controls.

Qualifications and Skills

  • ACA, CA, CTA, ACCA, or equivalent with strong personal tax knowledge/experience.

Experience and Background

  • Expertise in private client advisory matters, including shareholder tax planning, transaction advice, key tax reliefs, and international tax planning.
  • Strong commercial awareness and ability to communicate confidently with business owners.
  • Proven long-term client relationship building with high-level executives and shareholders.
  • Passion for delivering exceptional service through strong client relationships.
  • High drive, enthusiasm, and positive attitude.
  • Strong team ethic and resource growth capability.
  • Self-starter with market opportunity awareness to develop new business.
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