Tax Manager - Family Office & Private Client - Bristol

KPMG International Cooperative; United States; Hybrid; USD 87,000 - 121,000; Full time

Job summary

KPMG International Cooperative is seeking a Family Office & Private Client Tax Manager based in Bristol with hybrid working arrangements. You will deliver a high quality personal tax service to a diverse client portfolio, including inheritance and capital gains tax matters, while leading client advisory projects and staff development.

Applicants should be a qualified accountant or tax advisor with a strong track record in private client tax, possess excellent communication skills, and be able to

Qualifications

• Qualified accountant or tax advisor with experience in personal tax
• Strong interpersonal and communication skills
• Ability to deliver bespoke tax solutions to meet client needs

Responsibilities

• Deliver high quality personal tax service to clients
• Manage a diverse portfolio of complex clients and advise on inheritance tax and capital gains tax
• Provide original and creative tax solutions for bespoke assignments
• Project manage tax advisory assignments ensuring deadlines and compliance
• Oversee work in progress, billing and cash collection
• Support and develop junior staff and drive career progression

Skills

Qualified accountant

Personal tax experience

Interpersonal skills

Communication skills

Team player

Education

ATT/CTA or ACA/ACCA

Job description

domiciled in a range of jurisdictions. We also specialise in providing advice to Trusts and Estates, and Partnerships. If you are a highly motivated qualified tax adviser/ accountant (ATT, CTA or ACA/ACCA) with experience of working in personal tax, then we'd love to hear from you. We also recognise and value highly motivated individuals who are qualified through experience rather than exams and invite you to apply too.

Why Join KPMG as a Family Office & Private Client Tax Manager

At KPMG, our values define who we are and the way we do business. As a leading professional services firm, we know that our strength and capability come from our people - their different perspectives, experiences and backgrounds. From our inclusive leadership strategy to our diversity and inclusion targets - we're making bold changes to who we are and what we do. Be part of it.

The Team

As a national practice our FO&PC team consists of 159 team members across the UK, led by 11 Partners and 16 Directors. We work with a variety of high net worth individuals - from stakeholders in privately owned and entrepreneurial businesses, executives of multi-national firms, landed estates and members of private equity firms, who may be tax resident and/or, income tax, international tax matters, and identifying opportunities to advise your portfolio of clients in relation to these taxes.

Tax Manager – Base Location: Bristol (hybrid working)

What will you be doing?

• Ensuring the delivery of a high quality personal tax service to our clients.
• Managing a diverse portfolio of more complex clients and being able to provide personal tax advice on a wide range of assignments including inheritance tax, capital gains tax
• Providing original and creative thinking to solve tax problems, frequently leading to providing wholly bespoke tax advice and solutions to one-off assignments.
• Project managing tax advisory assignments to ensure deadlines, risk management and compliance procedures are all met.
• Managing work in progress and ensuring prompt billing and cash collection.
• Overseeing the performance and career development of partly and newly qualified staff.

What will you need to do it?

• Qualified accountant or tax advisor with experience working in a personal tax focussed environment with exposure to a varied client base.
• Academically strong results in career to date coupled with a keen and insightful understanding of the issues facing private clients.
• Strong interpersonal skills are required in addition to strong oral and written communication skills.
• A keen and insightful appreciation of the issues facing clients and an ability to deliver bespoke tax solutions to meet their needs.
• An ability to work as part of a team as well as on their own initiative.
• A commitment to clients, colleagues and KPMG.
• High level of analytical skills and a commercial approach to resolving issues and providing advice.

We recognise that as individuals, we each have particular needs and that one size doesn't fit all, when it comes to how, when and where you work. That's why we're proud to offer our colleagues flexible working options. We believe in putting you at the centre of your career - KPMG will offer the training, development and stimulating work environment to help you get to where your career ambitions are.