Manager / Senior Manager, Family Enterprise Tax

KPMG LLP; Houston (TX); On-site; USD 140,000 - 210,000; Full time

Job summary

KPMG LLP in Houston seeks an experienced tax professional to join our Tax practice and lead complex engagements for family enterprises, high-net-worth individuals, and closely held businesses. You will deliver strategic planning, compliance, and advisory services, directing teams and managing budgets.

The role emphasizes client relationship building, business development, and mentorship, with opportunities to influence firmwide tax strategies and cross-group collaboration.

Qualifications

• Minimum eight years of recent tax experience serving family enterprises and related clients.
• Bachelor’s degree required; CPA/EA/JD/LLM or approved credential within one year of hire.
• Deep technical knowledge of individual income tax, trusts, estates, and wealth transfer planning.
• Significant experience with partnership taxation and pass-through structures.
• Exposure to asset management, private equity, or investment partnerships preferred.
• Proven track record leading client engagements and mentoring staff.

Responsibilities

• Serve as trusted advisor delivering strategic tax planning, compliance, and advisory services.
• Lead and oversee complex individual, gift, estate, trust, and partnership engagements.
• Build and expand client relationships; act as primary point of contact with exceptional service.
• Direct multiple engagement teams with technical leadership and quality control.
• Manage engagement economics including planning, staffing, budgets, and billing.
• Drive growth of family enterprise practice through business development and thought leadership.
• Uphold professional integrity and KPMG's respectful work environment.

Skills

Client relationship management

Leadership

Tax advisory

Communication skills

Business development

Education

Bachelor's degree

CPA/EA/JD/LLM

Job description

KPMG is currently seeking a to join our Tax practice.

Responsibilities

• Serve as a trusted advisor to family enterprises, family offices, high-net-worth individuals, trusts, estates, and closely held businesses by delivering strategic tax planning, compliance, and advisory services
• Lead and oversee complex individual, gift, estate, trust, partnership, and business tax engagements, including matters involving family-owned operating businesses, investment structures, and multi-generational wealth planning
• Build, manage, and expand relationships with clients, acting as a primary point of contact while delivering exceptional client service and identifying opportunities to provide additional value
• Direct multiple engagement teams, providing technical leadership, engagement oversight, quality control, and mentorship to tax professionals across the practice
• Manage engagement economics, including project planning, staffing, budgets, billing, collections, risk management, and overall financial performance
• Drive the growth of the family enterprise practice through business development, thought leadership, 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 eight 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,
• Deep technical knowledge of individual income tax, trust taxation, estate and gift taxation, family office tax matters, and wealth transfer planning strategies
• Significant experience with partnership taxation, pass-through entities, operating partnerships, partnership allocations, and closely held business structures
• Exposure to asset management, alternative investments, private equity, hedge funds, venture capital, or investment partnership taxation preferred
• Proven success leading multiple client engagements, managing large teams, mentoring professionals, and developing long-term client relationships
• Strong business development, advisory, communication, and leadership skills with the ability to articulate complex tax matters and drive practice growth