Tax Director - Family Office & Private Client - Fund & Alternatives specialist

London or Reading

As a national practice, Family Office & Private Client (FOPC) sits within KPMG’s Tax and Legal service line and consists of over 160 team members across the UK. 

The national FOPC team focusses on five core areas:

1. Transactions and Entrepreneurial Shareholders;
2. Ultra-High Net Worth Individuals;
3. International;
4. Partnerships;
5. Investigations and Enquiries.

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 senior members of private equity firms; who may be tax resident and/or domiciled in a range of jurisdictions. We also specialise in providing advice to Family Offices, Trusts and Estates, and Partnerships. 

Role and Responsibilities

As a UK Tax Director, you will manage a diverse and complex client portfolio while playing a key role in driving the continued growth of a successful UK tax practice within a Big Four firm.

This position has a particular focus on financial services, fund executives, and associated international tax matters.

You will contribute directly to the development and expansion of the practice, building and maintaining strong relationships with our Funds practice and third parties, such as trustees and wealth managers

You should currently be operating at Director level with a proven track record of building relationships and winning work within the funds space.

Key responsibilities include:

• Advising clients in relation to their personal and broader family wealth international tax position, with an understanding of fund related investments and remuneration structures such as carried interest.
• Ensuring advice provided by you directly and by your client teams meets expected standards which is fed back through to your team, including being technically correct/accurate, minimising risk and ensuring an excellent level of client service is maintained throughout.
• Line managing and managing the performance levels of multiple members of staff in your team.
• Delegating work to other members of the team and having the ability to train and develop their understanding in both technical and soft skills.
• Detailed and comprehensive knowledge of UK personal tax, with a particular focus on Fund related tax matters, international tax issues (such as the remittance basis, domicile, offshore trusts, the TOAA and s.3 anti-avoidance provisions, IHT) and to be able to involve other colleagues within the firm where necessary.
• Client engagement and onboarding, management and building relationships, ensuring all internal and external deadlines are met.
• Taking the lead on the final billing decisions, including scope of work and quotes, and assisting the managers in working towards prompt payments.
• Responsibility for the recovery and utilisation of the projects and clients for yourself and the team.

What we require from you:

Essential:

• ACA/ACCA and/or CTA qualified (or equivalent)
• Experience of signing out UK tax advice and dealing with client tax requirements
• Excellent written and verbal communication skills, including providing a high standard of service to clients.
• Experience of managing junior staff and a team
• A keen and insightful appreciation of the issues facing clients and an ability to deliver bespoke tax solutions to meet their needs.

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