Manager, Business Tax Services - Private Clients

KPMG LLP; Boston (MA); On-site; USD 150,000 - 190,000; Full time

Job summary

KPMG LLP is seeking a Manager or Senior Manager to join our Business Tax Services practice in a role focused on ultra-high net-worth individuals and Family Offices. The position emphasizes leadership of engagements, client relationship management, and mentoring of staff.

The role requires a track record in UHNW tax, credentialed tax professionals, and strong communication skills to advise on current and forward-looking tax developments affecting wealthy families.

Qualifications

• Minimum five years of ultra-high net-worth tax experience in an accounting or law firm.
• Bachelor's degree from an accredited college/university; CPA/EA/JD/LLM credentials preferred.
• Proven ability to develop and maintain client relationships and grow the practice.
• Experience leading multiple engagements and mentoring staff in a collaborative team.

Responsibilities

• Advise clients and deliver high-quality tax service for ultra-high net-worth individuals and Family Offices.
• Review complex individual income tax, gift, estate, and trust returns for UHNW clients.
• Serve as trusted advisor on tax developments affecting families; communicate regulatory changes.
• Build and monitor multiple client engagements, manage client expectations and satisfaction.
• Contribute to growth, process improvements, and institutional knowledge of the Family Office tax practice.
• Mentor, coach, and manage a team of tax professionals.

Skills

Client relationship development

Team leadership

Mentoring staff

Communication skills

Business development

Education

Bachelor's degree

CPA/EA/JD-LLM credential

Job description

KPMG is currently seeking a Manager or Senior Manager to join our Business Tax Services practice.

Responsibilities:

• Advise clients and be accountable for delivering high quality tax service and advice and play a key role in growing KPMG's private client tax practice, which focuses on ultra-high net worth individual, trust and estate clients
• Review and provide analyses of complex individual income tax, gift, estate, and trust returns for ultra-high net-worth individuals and Family Offices
• Serve as the trusted advisor to ultra-high net worth families on matters relating to current and forward-looking considerations associated with tax-related developments, legislative and regulatory changes affecting such individuals and family offices
• Build, manage, direct, and monitor multiple client engagements teams while maintaining active communication with clients to manage expectations and help ensure client satisfaction
• Contribute to the growth, processes improvements and institutional knowledge of the Family Office tax practice
• Mentor, coach and manage team of talented tax professionals

Additional responsibilities for Senior Manager:

• Play a key role in growing KPMGs tax practice, both locally and on a national level

Qualifications:

• Minimum five years of recent ultra-high net-worth tax experience in an accounting firm and/or law firm
• Bachelor's degree from an accredited college/university
• Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
• Demonstrated track record of business development with the ability to develop and maintain existing internal and external client relationships and help build new relationships with key targets
• Experience leading multiple engagements and client service teams as well as developing and mentoring staff within a collaborative team environment
• Excellent written and verbal communication skills with the ability to evaluate and articulate complex information

Additional qualifications for Senior Manager:

• Minimum eight years of recent ultra-high net-worth tax experience in an accounting firm and/or law firm