Assistant Tax Manager - Family Office & Private Client - London
London
About the team
The issues surrounding tax and legal services are constantly evolving, both locally and globally. Our Tax and Law experts are at the forefront of providing a range of specialist tax and legal knowledge and technologies to empower businesses. This is why you'll find KPMG the perfect place for you to build your expertise, progress your career and make your mark.
Our tax professionals have an impact on some of the most pressing global challenges of the day, such as climate change, incentives and transparency. We offer real scale and size in terms of the range of tax solutions we offer clients. Our services span: International Tax, Deal Advisory Tax and Transfer Pricing; Business Taxes, covering advisory, compliance, claims and incentives and transformation; People Taxes, advising on all aspects of employee reward, tax issues arising as a result of having a global workforce as well as advising high-net-worth individuals and entrepreneurial families; and Indirect Taxes.
About the role
You will join the Family Office & Private Client team at Assistant Manager level, helping to strengthen delivery capacity for a portfolio of larger and often internationally connected clients. You will play an important part in getting client work underway, supporting take-on and early-stage delivery, and completing initial review work. As your knowledge of clients and team processes grows, you will take greater ownership of day-to-day delivery and delegate appropriate work to junior colleagues. The role is based in London and offers a hybrid working pattern.
This opportunity will suit a tax-qualified professional who wants to deepen their private client expertise, work on more complex client matters and develop towards Manager and Senior Manager responsibilities through increasing autonomy, client ownership and coaching experience.
What you'll be Doing
-
Help launch and organise client assignments, supporting take-on activity and the initial technical and administrative work needed for effective delivery.
-
Complete initial reviews of client work, identifying issues and helping ensure work is accurate, timely and ready for manager review.
-
Build a detailed understanding of clients alongside Managers, including their personal, family-office and international tax circumstances.
-
Contribute to high-quality UK private client tax advice and compliance for high-net-worth individuals and family-office clients.
-
Work with increasing autonomy, taking ownership of agreed activities and keeping colleagues informed of progress, risks and next steps.
-
Support matters involving family-office structures, trusts, offshore trusts and related private client issues where relevant.
-
Develop constructive client relationships and contribute to responsive, commercially aware day-to-day service.
-
Delegate appropriate work to junior colleagues as your role develops, providing clear direction and reviewing outputs.
-
Collaborate across the wider team to share knowledge, maintain consistent standards and support effective client delivery.
Skills, experience, and knowledge you'll need
-
A recognised tax qualification, such as the Chartered Tax Adviser (CTA) qualification, or an equivalent required tax credential.
-
Strong working knowledge of UK tax and the ability to apply it confidently to client situations.
-
Relevant private client tax capability that enables you to contribute effectively at Assistant Manager level.
-
Experience supporting high-net-worth individuals or other complex private clients is desirable.
-
Understanding of family-office structures and related tax issues is desirable.
-
Exposure to trusts, offshore trusts or similar private client matters is desirable.
-
Clear communication, sound judgement and the ability to organise work, collaborate with colleagues and build trusted client relationships.