Manager or Senior Manager, Tax, Family Office

KPMG LLP; Omaha (NE); On-site; USD 140,000 - 190,000; Full time

Job summary

KPMG LLP in the United States is seeking a Tax Manager/Senior Manager for our Private Markets and Family Office practice. You will serve as trusted advisor to ultra-high-net-worth families, oversee multi-generational tax planning, compliance, and consulting for family offices and private-equity backed businesses.

The role involves leading client engagements, mentoring staff, and collaborating with cross-functional teams to deliver strategic tax solutions.

Qualifications

• Minimum five years of recent focused high net-worth individual, flow-through entity and family office tax experience in an accounting firm, organization, 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
• 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

Responsibilities

• Serve as the trusted advisor to family offices on strategic, operational, and financial matters
• Direct tax compliance and consulting services for multi-generational family and private-equity backed businesses through to owner-managed and fast-growing start-ups; provide analyses of financial, gift, estate, and income tax issues for ultra-high net-worth individuals and families
• Establish meaningful rapport with sophisticated clients to gain their confidence, gaining an intimate knowledge of their lives/objectives so as to be able to anticipate their needs and respond quickly to demanding clients’ various requests
• Build, manage, direct, and monitor multiple client engagements teams while maintaining active communication with clients in an effort to manage expectations and help ensure client satisfaction
• Lead, participate in and contribute to market and business development activities external to the firm; including identifying and pursuing new potential client service opportunities by collaborating with KPMG’s Audit and Advisory practices
• Contribute to the growth, experience, and institutional knowledge of the Closely Held Business/Family Office tax practice team members
• Play a key role in growing KPMG’s Closely Held Business/Family Office tax practice, both locally and on a national level

Skills

Client relationships

Leadership

Communication

Tax consulting

Mentoring staff

Education

Bachelor’s degree

CPA

Job description

KPMG is currently seeking a Tax Manager / Senior Manager Private Markets to join our Business Tax Services practice.

Responsibilities:

• Serve as the trusted advisor to family offices on strategic, operational, and financial matters
• Direct tax compliance and consulting services for multi-generational family and private-equity backed businesses through to owner-managed and fast-growing start-ups; provide analyses of financial, gift, estate, and income tax issues for ultra-high net-worth individuals and families
• Establish meaningful rapport with sophisticated clients to gain their confidence, gaining an intimate knowledge of their lives/objectives so as to be able to anticipate their needs and respond quickly to demanding clients’ various requests
• Build, manage, direct, and monitor multiple client engagements teams while maintaining active communication with clients in an effort to manage expectations and help ensure client satisfaction
• Lead, participate in and contribute to market and business development activities external to the firm; including identifying and pursuing new potential client service opportunities by collaborating with KPMGs Audit and Advisory practices
• Contribute to the growth, experience, and institutional knowledge of the Closely Held Business/Family Office tax practice team members

Additional responsibilities for Senior Manager:

• Play a key role in growing KPMGs Closely Held Business/Family Office tax practice, both locally and on a national level

Qualifications:

• Minimum five years of recent focused high net-worth individual, flow-through entity and family office tax experience in an accounting firm, organization, 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
• 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 focused high net-worth individual, flow-through entity and family office tax experience in an accounting firm, organization, and/or law firm
• 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