Manager, Family Enterprise Tax

KPMG LLP; Boston (MA); On-site; USD 120,000 - 170,000; Full time

Job summary

KPMG LLP in Boston seeks an experienced tax professional to join our Family Enterprise practice. You will advise clients, review complex returns, and lead multiple engagement teams delivering high-quality services to family enterprises, trusts, estates, and closely held businesses.

The role emphasizes mentorship, engagement economics oversight, business development, and collaboration across tax groups. Candidates should have at least five years of relevant experience, a Bachelor's degree, and

Qualifications

• Minimum five years of recent tax experience serving family enterprises, family offices, high-net-worth individuals, trusts and estates, privately held businesses, partnerships, or related clients within a public accounting firm, corporate tax department, or law firm

Responsibilities

• Advise clients and deliver high-quality tax services to family enterprises, family offices, high-net-worth individuals, trusts, estates, and closely held businesses
• Review and analyze complex individual, gift, estate, trust, partnership, and business tax returns
• Build and monitor multiple client engagement teams with active client communication
• Lead and mentor tax professionals with technical guidance and performance reviews
• Oversee engagement economics including budgeting, staffing, billing, and project performance
• Contribute to growth of Family Enterprise practice through business development and collaboration across groups
• Uphold integrity and a respectful work environment

Skills

Client advisory

Team leadership

Tax compliance

Tax planning

Communication

Project management

Education

Bachelor's degree

CPA/EA/JD or approved credential

Job description

KPMG is currently seeking a to join our Tax practice.

Responsibilities:

• Advise clients and be accountable for delivering high-quality tax services to family enterprises, family offices, high-net-worth individuals, trusts, estates, and closely held businesses while serving as a trusted advisor on complex tax matters
• Review and provide analyses of complex individual, gift, estate, trust, partnership, and business tax returns, including matters involving family-owned operating businesses and investment entities
• Build, manage, direct, and monitor multiple client engagement teams while maintaining active communication with clients to manage expectations and ensure a high level of client satisfaction
• Lead and mentor tax professionals by providing technical guidance, reviewing work product, supporting career development, and fostering a collaborative team environment
• Oversee engagement economics, including budgeting, staffing, resource planning, risk management, billing, collections, and overall project performance
• Contribute to the growth of the Family Enterprise practice through business development, process improvement initiatives, market-facing activities, and collaboration across KPMG Private, Asset Management, and other specialty tax groups
• Act with integrity, professionalism, and personal responsibility to uphold KPMG’s respectful and courteous work environment

Qualifications:

• Minimum five years of recent tax experience serving family enterprises, family offices, high-net-worth individuals, trusts and estates, privately held businesses, partnerships, or related clients within a public accounting firm, corporate tax department, or law firm
• Bachelor’s degree from an accredited college/university required; 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
• Extensive knowledge of individual income tax, trust taxation, estate and gift taxation, family office tax matters, and privately held business structures
• Experience with partnership taxation, pass-through entities, operating partnerships, and partnership allocations
• Exposure to asset management, alternative investments, private equity, hedge funds, venture capital, or investment partnership taxation preferred
• Demonstrated success leading multiple client engagements, managing teams, developing staff, and building strong client relationships
• Excellent advisory, business development, verbal communication, written communication, and project management skills with the ability to articulate complex tax matters to sophisticated clients